Built a company from two of us in the basement to 57 employees and a $60m valuation.Recruited and led a 10 person product development team. Enabled consumer facing experience almost immediately, allowing the marketing team to substantiate distribution while core technology remained under development.Early distribution metrics allowed us to raise a $3m seed round prior to launch.Engaged with early sign-ups, figured out the process of someone just hearing about Planswell to becoming a client. Trained new staff on personal finance. Built the course from scratch, and many said these classes alone were decent value for their time spent at the company.Supported our team of "plan pros" with complex client situations.Prospected, closed and executed pilots with large life insurance companies. They're scary on the outside, but it's all about the individuals you meet and work with inside the company, simply the best!

Product Management Consulting

Altus administers a non-cognitive admissions exam for nursing and medical school applicants. - was the first hire, and subsequently recruited 6 more talented individuals to the team.- completely re-engineered for commercial production a project that had been built in a university for $1m+ over 4 years in under 6 months.- aligned the UX with a typical user scenario of only visiting once, moving from the previous dashboard centric UI to a stepped serial progression.- played a strong role in shaping a unique, memorable workplace culture that became a magnet for talent.- interviewed stakeholders, gathered feedback, absorbed academic research and distilled them into the product vision.

• Improved existing customer purchases by 36% by reducing the purchase process from 7 steps to 2 and increasing accessibility.• Decreased call centre load dramatically by simplification and standardization, enabling greater reliance on online FAQs.• Exceeded acquisition goals by managing the design and launch of a powerful and easy to use website creation platform. • Divided time between marketing, sales and account management, the collective knowledge benefiting all three functions.• Closed sales and solved client issues within a single interaction by active listening and thorough investigation.

Managed a website for people to share pictures and stories of their loved ones, in cooperation with funeral homes. Conducted market research with stakeholders and developed a product to benefit them and their clients.Headed up a team of developers and hired and trained salespeople, tracked performance and drafted client proposals.Segmented the market, developed a plan and opened the first sales area, breaking even within four months.

Developed sales forecasts and operations processes, and drafted detailed software technical requirement documents.Cut operational and variable expenses in half by globalizing the supply chain and eliminating inventory and handling costs.Infused a "think global, act local" ethic into every aspect of product development, marketing and fulfillment.