- Responsible for overall B2B and retail product management and marketing communications for the Mutual Fund and ETF marketplace platforms- Manage online tools and web/mobile experience for both retail and institutional clients as well as asset managers- Redesigned Salesforce implementation and maintained administration for the portal- Business strategy- Platform pricing analysis

- Led strategic analysis and provided recommendation on in-house vs. third-party solution for custody of Alternative Investments for all organizations at Schwab. - Developed and formalized process for adding new funds to Schwab’s sponsored Alternative Investment platforms.- Responsible for all internal and external communications for Alternative Investment platforms.

- Managed multiple enterprises to launch national rollout for Personal Choice Advice product offering to all Schwab clients.- Product manager for regulatory paperless products which account for overall corporate cost savings of over $1 million.- Launched first Fixed-Income Alert product by project managing the development process, and mapping out product roll-out with marketing and customer support. - Directed successful in-house launch of secure email platform, a competitive edge allowing Schwab Advisors the ability to send account sensitive data securely via email. Owned product by creating a valid business case and requirements, and managing cross-functional teams, including vendor, through development process. - Managed the redesign of internal email infrastructure to increase sending capacity by 200%.

- Managed beta program for enterprise software application, directing 8-person cross-functional team to ensure readiness for timely launch. Included overseeing the completion of product development, sales demos, contracts, trial agreements, service level agreements and marketing collateral.- Designed original software deployment methodology for cloud and hosted models by leveraging input from 3-person cross-functional team to complete design in less than 3 weeks. Methodology was used successfully in all customer deployments.- Lead deep-dive market strategy project to research various market segments as a means to determine company focus. Results included comprehensive report to CEO and decision to pursue entry into this market.- Created targeted presentations for prospective eBusiness partners and customers resulting in successful close of 3 deals.

- Responsible for the launch of over 20 email alert products.- Product managed and implemented the first wireless securities alerts in the brokerage industry.- Oversaw all vendor relationships for the product line.

- Created new 401(k) brand image and key concepts resulting in 105% increase in sales in 1997.- Implemented new brand image and style into existing marketing flagship pieces for both financial advisor and client use.- Coordinated national rollout for 401(k) product.- Assisted with yearly marketing plans for 8 retirement products representing $17 billion in assets.- Implemented 2 company-wide focused marketing campaigns, including the Roth IRA campaign resulting in 18,000 new accounts.- Spearheaded 3 new product launches, including the SIMPLE and Roth IRAs.- Managed technical and graphical entities to create and successfully launch 2 Retirement Internet sites.- Built Product Management Department Intranet site serving as a department communication platform for 8 product lines.- Developed and managed the company’s first in-house software program for the Roth IRA product used by brokers to increase sales.