Marketing, Product Management, and Customer Experience executive experienced in envisioning, developing, launching, and optimizing products and driving go-to-market (GTM) plans that increase sales, expand the customer base, and promote brand loyalty. Proven success in driving customer and asset growth at Charles Schwab, California Bank of Commerce (CBC, start-up bank), and F&M Bank. Deep understanding of, and a passion for, creating and developing products and programs that continue to attract and excite consumer and commercial customers. Data-driven collaborator who is decisive and predisposed toward action.➢ Spearheaded CBC’s initial digital product suite and lucrative entrance into the market➢ Enabled Schwab to enter new markets by championing, developing, and launching multiple first-ever productsTakes a holistic approach to the customer journey and customer experience and activates it from the moment of awareness through long-term retention. Has created and brought to market numerous products and delivered highly effective marketing and branding initiatives in new and existing markets for customers and prospects. Brings an analytical, data-driven mindset and methodology to all decisions, and skilled at leading strategy as well as tackling the detailed tasks when necessary. Career success based upon 20+ years in financial services with a strong finance foundation both academically and in early professional positions.EXPERTISE:Customer Experience Product Ideation & DevelopmentFinancial Services MarketingInvestment Services MarketingProduct Lifecycle ManagementProduct MarketingGTM Planning and ExecutionSalesforce CRMAdobe CC and Captivate