Helping business leaders generate new insights, gain clarity, maximize productivity, strengthen accountability, balance work/life, develop their teams, and cultivate self-awareness.

Contributing to Dynamo’s Limited Partner vertical through product strategy, roadmap definition, client education, and sales engineering. Leveraging 15+ years of experience partnering with alternative asset allocators and investors to deliver innovative financial technology solutions.

Develop and execute product strategy of Dynamo's SaaS research and portfolio management solution for Limited Partners, our fastest growing market segment. Responsible for roadmap management combining financial analytics, investment data integration, and workflow automation. Support strategic sales opportunities, advanced client implementations, and client conferences.Dynamo Software provides configurable, cloud-based investment management and reporting solutions to consolidate alternative asset investment firms’ and their investors’ complete operational lifecycle.

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Defined new product offerings and execute client validations aligned with Tamale RMS, a SaaS solution which enables financial professionals to effectively manage their investment research and collaboration processes.- Utilized deep knowledge of market verticals to create compelling new third party product and data integrations which open incremental revenue streams.- Conducted validations with senior client personnel to gather feedback and sharpen value propositions.

Created and executed product strategy for Tamale RMS. Led team of six to analyze client needs, partner with development to implement features, and launch new releases. - Defined and promoted product roadmap by meeting with thought-leading clients, engaging internal stakeholders, and achieving consensus with senior management. - Drove revenue growth by releasing five new product versions which incorporated rich configurability, data integration, workflow automation, and a new iPad application. - Performed strategic sales engineering for deals from $150-300K in annual revenue: identified requirements, drove solution design/planning with development, and presented to prospective clients.- Managed product marketing activities: new feature training, documentation, and benefit overviews.- Increased competitive win rate 25% by instituting win/loss interviews, a new tactical sales request review process, and more aggressive market positioning.

Performed market research, requirements analysis, project management, and alpha/beta management.- Captured enterprise workflow requirements with senior investment professionals and technology staff. Served as clients’ primary point of communication throughout project execution.- Managed cross-functional teams of 5-15 individuals in delivering new features to acquire and support clients within the enterprise market segment.- Marketed new product capabilities through white papers, case studies, and internal/external training.

Conducted requirements user interviews, designed functionality, performed project management. Managed internal alpha and external beta release process to ensure product stability and usability

Established Tamale’s first quality assurance team and supervised the testing of four major software releases. Conducted requirements user interviews, designed functionality, performed project management.