Responsible for the definition and execution of a product strategy and roadmap delivering key data driven solutions servicing Envestnet’s Retail Banking & Wealth Management segments. • Effectively manage a portfolio of Consumer facing Personal Finance Management tools available through a SaaS platform.• Develop and own product strategies from market fit analysis, vendor assessment through to design, development and GTM launch.• Lead cross-functional teams on the development and execution of product strategy and roadmap• Partner closely with Sales, Marketing & Consulting teams on product initiatives and sales opportunities• Continually prioritize product roadmaps with engineering, UX and architect teams based on market demand, revenue opportunities while balancing tech debt and operational scalability• Leverage feedback loop for feature design and specifications.• Establish and measure against OKRs and KPIs• Provide leadership and guidance to team of Product Managers

 Served as a product manager in a highly regulated, financial services team that was operating as a Registered Investment Advisor within John Hancock providing digital advice and managed account solutions to Rollover participants.  Main responsibilities were focused on product strategy, execution and oversight of multiple managed account/digital advice products within John Hancock’s Retirement spaces. Those responsibilities Included:o Competitive analysis and Product Strategyo Requirement documentation and backlog managemento Project planning and execution o Vendor engagement, product oversight, marketing and support Additional responsibilities included: o People leader of an Advice Product Operations teamo Participation in multiple internal governance boardso Supporting internal operations and compliance teams in audit requests As the business lead on multiple high-profile projects, I have experience in leading multiple cross functional teams in a highly matrixed organization, delivering on a successful pilot, launch and adoption of new managed IRA solution used for rollovers. Continuous monitoring of product adoption across multiple channels and provided monthly/quarterly business KPI reports to senior management Supported multiple high-profile business initiatives including multiple SEC exams

 Charged with developing and implementing a multi-year, multi-million-dollar Account Opening technology strategy across all Fidelity Institutional client channels including RIA/Bank and Correspondents. Lead an Account Opening platform convergence strategy between two in-house solutions Served as the business owner for all eSignature, Account Opening and Transfer of Assets tools  Manage an annual roadmap with oversight on a multi-million-dollar portfolio of projects Lead functional requirement gathering and oversee development, testing and deployment over key initiatives Provide strong advocacy for workflow automation solutions across the organization Provide thought leadership and guidance on multiple governance boards related to eSignature and API Deployment

 Responsible to RIA segment for the strategic development, implementation and ongoing management of our Service Communication tools, Account Opening, Transfer of Assets, Account Maintenance and eSignature capabilities Responsibilities include Strategy Development, Execution, Communication and coordination of internal and external business partners Serve as Business Owner and provide thought leadership in cross-functional teams in accordance with strategic intent Represent RIA segment and work closely with Cross-Business Units in support of enterprise-wide strategic initiatives  Maintain Product Backlog and prioritize enhancement opportunities in accordance with standard Product Lifecycle Conduct routine competitive analysis through in-depth customer interactions. Exploit client relationships to gather feedback, engage in product development/enhancements Maintain all product related information across all electronic channels  Sustain strong client relationships to fully understand the market and competitive landscape