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Kristen S. Email & Phone Number

Strategy, Operations, & Technology Leader | Nonprofit Fundraising | Community Impact | Digital Transformation | Product Management at Beacon Wealth Management, LLC
Location: Houston, Texas, United States 5 work roles 1 school
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Current company
Beacon Wealth Management, LLC
Role
Strategy, Operations, & Technology Leader | Nonprofit Fundraising | Community Impact | Digital Transformation | Product Management
Location
Houston, Texas, United States

Who is Kristen S.? Overview

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Kristen S. is listed as Strategy, Operations, & Technology Leader | Nonprofit Fundraising | Community Impact | Digital Transformation | Product Management at Beacon Wealth Management, LLC, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Kristen S..

Kristen S. previously worked as Director of Operations and Technology at Beacon Wealth Management, Llc and Senior Director of Solution Strategy / Director of Product Management at Oracle Utilities. Kristen S. holds Bachelor Of Business Administration - Bba, Business Analysis And Management Information System (Mis), Overall Gpa 3.84/4.00; Major Gpa 3.88/4.00 from Texas A&M University - Mays Business School.

Profile bio

About Kristen S.

As the Director of Operations and Technology at Beacon Wealth Management, LLC, I lead the operational and technical strategy of our company with $170M assets under management (AUM). I have over 9 years of experience in this role, and over 16 years of experience in product development and management for IT solutions providers, including Oracle. I hold a Post Graduate Certificate in Data Science and Business Analytics from the University of Texas at Austin McCombs School of Business, as well as Series 07 and Series 66 licenses from FINRA.My mission is to drive business growth, efficiency, and client satisfaction through innovative and data-driven solutions. I spearhead business planning, market research, and product strategy, as well as collaborate with clients and stakeholders on strategy and business development. I also oversee the implementation and enhancement of IT systems and processes across the enterprise, ensuring compliance, quality, and security standards. Additionally, I am passionate about making a positive impact in my community, and I actively participate in fundraising and volunteering for not-for-profit organizations.

Current workplace

Kristen S.'s current company

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Beacon Wealth Management, LLC
Beacon Wealth Management, Llc
Strategy, Operations, & Technology Leader | Nonprofit Fundraising | Community Impact | Digital Transformation | Product Management
5 roles

Kristen S. work experience

A career timeline built from the work history available for this profile.

Director Of Operations And Technology

Current
Beacon Wealth Management, Llc

Houston, Texas, United States

Today, I lead the operational and technical strategy/vision of our wealth management company with $170M assets under management (AUM). I spearhead business planning, including new market identification and development, as well as drive efficiency- and technology-focused enhancements across the enterprise. I also regularly advise and collaborate on client strategy and business development, promote a goal-oriented approach to planning, and conduct market research and analysis to ensure continued competitiveness, leveraging data analytics.

Oct 2014 - Present

Senior Director Of Solution Strategy / Director Of Product Management

Houston, Texas, United States

With Oracle, I assumed the solution strategy and product management lead role following the 2007 acquisition, driving post-merger integration of the Lodestar Meter Data Management (MDM) product suite into Oracle’s ecosystem. Spearheading the product strategy, we generated 400% sales growth over five-year period, contributing to Oracle’s significant market capture in 2012. My team and I introduced new products: device communications, preconfigured solution for expedited and low-cost deployment, business intelligence, and customer self-service. We then integrated products with customer information system (CIS)/billing to enable “meter to cash” functionality. I coordinated and facilitated annual user conferences with up to 1.5K in attendance to position Oracle as an industry thought leader. I also represented Oracle internationally, speaking at industry events as a product expert.

Jun 2007 - Oct 2014

Head Of Product Development

Lodestar

Houston, Texas, United States

Leading product development, I established and steered the vision of the MDM program for Lodestar, which had 150 employees supporting 114 customers worldwide. I managed an annual budget and team of eight employees and up to 10 consultants. I project managed design, build, and deployment of Smart Meters product using data analytics and remote communications, a first-to-market product. The launch attracted Oracle, resulting in its 2007 acquisition. Prior to the acquisition, I led a multidisciplinary team specializing in product development, quality assurance, business development, project management, consulting, and client implementation. Directing the sales team as a product expert, I aided in demonstrations and proposal structuring and negotiations. Additionally, I oversaw client implementations, routinely interfacing with C-suite leadership to devise and install plans as well as presenting performance updates to investors and the Board of Directors.

Jun 2005 - May 2007

Director Of Product Development

Lodestar

Houston, Texas, United States

I directed the full lifecycle of product development and on-site implementation while leading a team of ~10 developers and quality assurance specialists. Along with managing annual and project budgets, I regularly conducted gap analyses and data gathering to identify and implement new functions/features to enrich the user experience and support evolving business processes for new regulatory environments. I engaged customers, sales, and engineering teams to define and methodize new product capabilities. Most notably, I defined the product vision of Lodestar Transaction Management Hub v2 to satisfy energy deregulated market requirements. I also led prototyping teams to build and implement new network designs and functional software, bolstering product suites’ capabilities and competitive advantage in the market.

Jun 2002 - May 2005

Manager Of Product Development

Lodestar

In 2000, I was recruited to Lodestar to open their Houston office, the company’s 2nd location. Partnering with the owner/president, I developed a product concept targeting deregulated energy market in Texas. The concept was later sold to a major utility for co-development, which funded the new location construction and team growth. I scaled the team of developers and quality assurance specialists, hiring eight full-time employees to product development team. I also accelerated employee development via mentorship to enhance internal capabilities. Additionally, I drove project management, product development, and on-site implementation while working with a team of 50+ personnel, including Lodestar employees, clients, and external technology and business consultants.

Jun 2000 - May 2002
1 education record

Kristen S. education

FAQ

Frequently asked questions about Kristen S.

Quick answers generated from the profile data available on this page.

What company does Kristen S. work for?

Kristen S. works for Beacon Wealth Management, LLC.

What is Kristen S.'s role at Beacon Wealth Management, LLC?

Kristen S. is listed as Strategy, Operations, & Technology Leader | Nonprofit Fundraising | Community Impact | Digital Transformation | Product Management at Beacon Wealth Management, LLC.

Where is Kristen S. based?

Kristen S. is based in Houston, Texas, United States while working with Beacon Wealth Management, LLC.

What companies has Kristen S. worked for?

Kristen S. has worked for Beacon Wealth Management, Llc, Oracle Utilities, and Lodestar.

How can I contact Kristen S.?

You can use AeroLeads to view verified contact signals for Kristen S. at Beacon Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Kristen S. attend?

Kristen S. holds Bachelor Of Business Administration - Bba, Business Analysis And Management Information System (Mis), Overall Gpa 3.84/4.00; Major Gpa 3.88/4.00 from Texas A&M University - Mays Business School.

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