Architected the strategy and roadmap for the future of digital payments products and money movement including P2P, Bill Pay, Wires, ACH, internal transfers. Built a team of product managers that achieved annual Outcomes and Key Results. Collaborated with cross enterprise leaders to deliver on the Schwab mission and to integrate digital banking experiences for retail clients. Sponsored a development portfolio of work that successfully migrated former TD Ameritrade clients on to Schwab's money movement platform, ensuring capabilities were available on Day One.

Led operations and planning for digital platforms to ensure competitive and client centric experiences across web and mobile. Achieved operational efficiencies that increased revenue across the firm. Implemented governance and business management routines to support the digital channels. Managed a team of analysts and business managers to identify measurable OKRs.

Head of USAA's employee and member innovation program. Member of executive team and portfolio owner within the chief innovation office. Led a team to drive value and new forms of revenue through the prototyping and development of products using agile development and based in user centered design. Managed the creation of usaalabs.com, presenting idea challenges for members and offering the ability to join pilots that tested new products developed at USAA or with startups.

Executive strategy and product owner for the USAA digital advice platform which delivered advice and planning solutions for self- directed or advisor assisted experiences across all wealth segments. Ensured that retirement and wealth planning advice was easily available to all 12m USAA members on any channel. Implemented an experience that guided members through the entire advice experience from analysis, recommendation to the digital implementation of products delivering one of the first “all digital” experiences in the financial industry. Built and managed integrated capabilities to be a part of the overall experience: personal financial management, investments and retirement (robo-advice), goals-based planning, account aggregation and insurance(life, health, P&C). Developed the patented “My Life Plan” to provide members with modular planning that automatically updates based on member, account and financial model information. The result was a cost effective solution that scales advice and wealth planning to more members. It also delivered an increased number of recommendation to members.

Mobile product manager for banking services. Implemented USAA's Deposit@mobile product, a first of it's kind remote deposit capture solution.

Internet product development for financial services products. Support usaa.com branding and product strategy to ensure that the products offered online are engaing and easy to use. Work directly with project teams, sales/service force and marketing in order to reach product goals across multiple channels.