Responsible for driving the development, implementation, and optimization of the Retirement & Private Wealth CRM platform.

Serving as a Senior Product Manager responsible for strategizing and bringing to life the end-to-end technology and processes supporting all Customer CRM system capabilities across applicable user groups; working cross-functionally with Marketing, Customer Experience (Field), and other Experience Operation teams to define and deliver an integrated CRM experience.Providing product strategy and enhancement advice for various user groups; working closely with Marketing and Compliance, as well as leadership teams within Customer Engagement and Medical Affairs - Veeva CRM - Support the National, Federal and Commercial field force of approx. 200 users, identifying innovative way to implement features and functionality aligning with business strategy and desired product goals - Implemented new Scrum team sprint procedures for better efficiency and release productivity- Veeva Vault PromoMats (VVPM) - Assist in managing the launch of Closed-Loop Marketing (CLM) functionality for Commercial and Medical users - Maintain and enhance the Veeva Approved Email (VAE) process and integration for VVPM and CRM - Define workflow processes; clarifying roles and responsibilities for efficiency gains and reduce confusion

Rodan + Fields is a manufacturer and multi-level marketing company specializing in skincare products created by dermatologist with over 30 years in practice, using their expertise to formulate products that are innovative, easy-to-use and backed by scientific research.Personal responsibilities include:-Sole Salesforce Service Cloud Product Manager supporting platform functionality for 500 global users- Define product roadmap which aligns with corporate vision and strategy to support the needs of our multi-lingual users in US, Canada, Australia, and Japan- Successfully implemented and continue to iterate upon mobile and desktop versions of eCommerce Help Center, Chat, and SMS functionalities- Collaborate cross-functionally with various business, product, development and UI/UX teams- Ensure both on- and off-shore development and QA teams are equipped with requirements for all feature solutions to support Agile 2-week sprint cycles- Responsible for performing bi-weekly demos to ensure enhancements meet stated requirements- Knowledgeable of database structures, system architecture, and API implementation- Exceptional communication and stakeholder management skills with the ability to understand complex technical issues and translate them in layman’s terms to a wide audience

Owner/Winemaker of Zoetic Wines, a small artisinal wine producer based in the Bay Area of San Francisco, sourcing fruit from the finest vineyards of California, producing wine with minimal intervention.- Successfully launched a micro-boutique winery specializing in Pinot Noir and Sauvignon Blanc production- Established and maintained compliance requirements for both state and federal regulations; negotiated contracts for fruit, production facilities and trademark- Responsible for all winemaking tasks as well as all aspects of sales and marketing, including hosting events and tastings

Fisher Investments is an independent, investment adviser serving financially successful individuals and prominent institutions globally.Responsibilities included:- Supporting all platforms used by ~350 global call-center users- Lead Product Manager for implementation of Microsoft Dynamics CRM; responsibilities included user interviews, identifying process improvements, creation of user stories and UI designs; provided demos and user training- Annually worked with business partners to develop a comprehensive product road map to achieve desired goals ensure compliance with rules and regulations- Continually prioritized product enhancements, determine project scope, and manage release cycles- Work cross-functionally with entire project team, include other Product Managers, throughout the development cycle- Develop training material and provide mentorship to new team members

Invesco is an independent investment management company.Advanced from call center representative to Product Manager, supporting the Invesco institutional businessResponsibilities included:- Lead Product Manager in the complete rewrite of the firm’s proprietary CRM and trading application used by approximately 100 internal users- Lead Product Manager for initial creation of client web interface used globally by approximate 300 external users- Led internal and external client interviews and A/B testing to ensure day-to-day needs were met, including placing trades, generating reports, and view account details- Worked cross-functionally with marketing, developers, legal and operations to effectively define product offering, capture business requirements, draft functional specs and create UI wireframes- Provided daily support, identified process inefficiencies, and managed backlog release