ConsumerDirect believes in empowering consumers to track, plan, and seize control of their financial future through two all-in-one web/mobile applications: SmartCredit and Hogo.I work with ConsumerDirect's talented design, development, and executive teams to propel product innovation, prioritize our efforts, and maximize both adoption and premium subscription conversion.Here are some of my responsibilities in short:- Translating business requirements into technical specifications and vice versa- Planning and designing product roadmap- A/B Testing & improving UI/UX design- Allocating resources and guiding team expansion- Prioritizing product features and communicating the reason behind this to stakeholders- Defining and tracking success metrics- Communicating effectively with all stakeholders- Ensuring timely, continuous integration and delivery without cost overruns

- Led product portfolio innovation, needs discovery, customer analysis, and technical acceptance requirements - Market analysis, product launch planning, startup consulting services, executive explainers, and ongoing business support provided for our network of affiliated medical practices serving patients in Southern California- Operational optimization through cost-conscious website administration tooling, cloud-based accounting, and payroll processing services- Coaching and business formation consultation for affiliated medical practices in Los Angeles, Orange County, and San Diego- Integration of web-based EMR/EHR platforms, billing systems, and accounting software

- Multiple product owner managing cross-functional teams of development, support, marketing, and sales experts responsible for optimizing value delivery for IBM Datacap, IBM Datacap Insight Edition, IBM Datacap on Cloud, IBM Content Navigator, IBM Daeja ViewONE, and mobile companion applications- Strategic product lifecycle planning from launch-to-retirement, including customer development from prospect-to-advocate, end-to-end customer journey mapping, iterative product prototyping, A/B testing, surveys, measurement, reporting, and forecasting business for enterprise on-premise and cloud-based software platforms serving end user populations from 1 to 1M+- Bridged stakeholder product development priorities with insights from strategic market research tobalance risks and benefits analysis, yielding a more optimized product roadmap- Led the adoption of social media marketing best practices by teaming with sales operations leaders tobrief regional SMEs on the hottest product features relevant to their industries- Whitepaper authorship and delivery of business analytics to identify industry needs and quantify opportunities for internal stakeholders, business partners, and corporate customers – connecting with C-level management, enterprise customer advocates, prospective integration partners, and other stakeholders to maintain a robust outside-in perspective- Product backlog refinement via IBM Rational Suite, familiar with Jira, Trello, Confluence- Experienced working remotely via Slack, Discord, Google Meet, Microsoft Teams, Cisco Webex, and Zoom Meetings- User experience mapping, persona discovery, UI/UX testing, and prototype A/B testing via apps such as HotJar, InVision, Maze, and Figma- Testing marketing copy, graphics, strategic marketing direction, and customer surveys through tools such as Typeform, Google Optimize, and Optimizely- Executive presentations and data science visualization using Microsoft Power BI, Tableau, and Google Data Studio

- Product owner for Laserfiche direct integration and support services, sole manager of corporate headquarters in Fort Lauderdale FL serving customers across the southeast United States- Enterprise partner recruitment, scrum training, startup consulting and coaching services for the Laserfiche channel of integrative resellers and business partners, innovating on top of the Laserfiche Enterprise Content Management platform to launch industry-specific value-added product lines- Built and maintained strategic relationships within the Laserfiche end-user community, driving customer engagement at the state and local level where Laserfiche showed strong feature adoption- Produced, publicized, and hosted webinar and workshop demonstrations and sales seminars both directly showcasing the latest features of the current software increment and also utilizing co-marketing campaigns featuring one or more integrative Laserfiche partners- Represented Laserfiche at tradeshow conventions in various industries (financial services, healthcare, education, state/local government, information technology, records management), presenting product training seminars and business analytics briefings on the state of the ECM software industry and growth hacking integrative value-added reseller channels- Forecasted product and services revenue performance, maintained metrics dashboard for C-level stakeholders, sales pipeline estimates and upstream growth acceleration, discovery and requirements gathering, both participant and leader in agile development environments using Scrum methodology- Leveraged analytical skills performing data analysis on digital marketing, featuring targeted customersurveys, email marketing, and strategic website landing page marketing- Agile kanban-style productivity whiteboarding and scrum backlog refinement using Trello- SEO and web traffic analysis using Google Analytics to extract strategic market insights by region, industry, and interest

President/Founding Officer, Rhetorical Honors Society, UC Berkeley, CA- Co-Founder of UC Berkeley’s only undergraduate rhetoric society- Utilize guerilla marketing tactics to reach undergraduate rhetoric majors- Secure funding from the university and faculty sponsors, and maintain budget

- Led the development of the company’s first online advertisement submission system, enabling account executives to sell and place advertisements remotely - Website experience tracking and advertising performance analysis via Google Analytics, advertising campaign management via Google AdWords, market analysis with Google Trends, and collaboration and productivity using G Suite tools Google Docs, Google Sheets, Google Slides- Successfully led a 12 person sales team and sustained viable revenue flow- Created the account executive training program and handbook, wrote a new compensation agreement to better align incentives, set revenue goals, and conducted performance evaluations for account executives, implementing performance improvement plans if necessary - Formulated marketing strategies and collaborated with creative, production, ad services, and finance teams to maximize efficiency- Determined annual and monthly advertising forecasts and made quarterly presentations of year-to-date budget report to the board of directors - Acted as liaison to Berkeley, Emeryville, and Albany Chambers of Commerce for The Daily Californian at community events and business mixers