Vp, Product Strategy & Implementation
- Served as sole product lead for international investor functionality – built full international tax form support from the ground up collaborating with our engineers, laid groundwork for full international currency support- Created tight partnership and alignment with CTO and COO to define and prioritize product roadmap and track business critical tasks for company’s six dev teams, in line with client and business needs- Led broker-dealer compliance flow product development workstream, enabling company to target institutional clients now accounting for ~20% of current business- Managed three large client relationships with dedicated internal teams for each, overseeing all operations, customer success, product development needs and wants- Performed QA for majority of code releases and notified biz dev team to act on critical information