As a Program Manager at Envestnet, I provide cross-functional leadership for new technology products and strategic product-focused initiatives. I work closely with product managers and senior management to define the go-to-market strategy, product and operational requirements, and execution timelines while partnering with engineering teams to identify and mitigate development risks. In my role, I also partner with marketing, training, and support teams to align product delivery with internal and client-facing launch activities. Throughout the initiative, I communicate regularly with senior leadership on program status, facilitate resolution of business/technical tradeoffs, and mitigate program risks. I have more than 15 years of experience in the financial services industry, spanning investment and financial planning, insurance and annuity, institutional asset management, banking, and mortgage lending.I excel at thinking and executing strategically and tactically, consulting with management to improve efficiency, eliminate pain-points, and reduce risk. I am comfortable leading and collaborating with remote/distributed teams across the US and globally. I have polished writing and public speaking skills, with extensive experience presenting to and influencing executives, managers, clients, vendors, and staff.
Listed skills include Leadership, Military, Risk Management, Financial Planning, and 6 others.