Meaghan Graef Email & Phone Number

Phoenix, Az, Us

Remote

Currently consulting as Product Owner for Capital One’s retailer partnership card offer’s data infrastructure. My teams’ products move, transform, secure, and store data so customers’ cards work as expected, and so the folks who monitor and manage the cards can make informed decisions. I also help the internal Product Team with portfolio-level process and administrative support to ensure operational excellence: meeting goals, improving estimation accuracy, driving requests from intake to… Show more Currently consulting as Product Owner for Capital One’s retailer partnership card offer’s data infrastructure. My teams’ products move, transform, secure, and store data so customers’ cards work as expected, and so the folks who monitor and manage the cards can make informed decisions. I also help the internal Product Team with portfolio-level process and administrative support to ensure operational excellence: meeting goals, improving estimation accuracy, driving requests from intake to completion or cancellation, engaging stakeholders in prioritization and planning discussions, etc. Show less

Greater Phoenix Area

Product Owner contract work at Wells Fargo. Wrote user stories with acceptance criteria, prioritized and maintained the team backlog, and facilitated the Agile refinement, sprint planning, and sprint review ceremony meetings. Facilitated discovery and design. Promoted stakeholder alignment around business priorities. Accomplishments included enhancements to internal software to improve the Home Lending underwriting experience; orchestration of document requests sent to customers; and migration… Show more Product Owner contract work at Wells Fargo. Wrote user stories with acceptance criteria, prioritized and maintained the team backlog, and facilitated the Agile refinement, sprint planning, and sprint review ceremony meetings. Facilitated discovery and design. Promoted stakeholder alignment around business priorities. Accomplishments included enhancements to internal software to improve the Home Lending underwriting experience; orchestration of document requests sent to customers; and migration of the Agile team to the Digital Home Lending space (to focus on customer-facing platforms). Show less

Scottsdale, Arizona

Led cross-functional teams to drive the success of a variety of software products, ranging from menu planning to food distribution to Sisense analytics. Provided business perspective and support to the Agile development and quality assurance teams by setting priorities, communicating requirements, answering questions, and monitoring progress. Partnered with the marketing and training teams to define strategy and content. Monitored qualitative and quantitative success metrics such as client… Show more Led cross-functional teams to drive the success of a variety of software products, ranging from menu planning to food distribution to Sisense analytics. Provided business perspective and support to the Agile development and quality assurance teams by setting priorities, communicating requirements, answering questions, and monitoring progress. Partnered with the marketing and training teams to define strategy and content. Monitored qualitative and quantitative success metrics such as client feedback, adoption of the product, training progress, platform utilization, and sales, and adjusted the product roadmaps as needed to promote adoption and client success. Performed competitive analysis. Advised the client-facing teams regarding processes and the client experience. Represented my products in industry forums, interactions with regulators, and user groups. Promoted awareness of Product Management initiatives to internal leadership to ensure alignment around the product roadmaps and strategy and to provide context to drive decisions. Show less

Phoenix, Arizona

Managed the product and marketing launch of my financial startup (co-owned and managed with my husband); the firm is an Arizona Registered Investment Advisor. Performed design and copywriting. Designed the website in Webflow. Created marketing materials in Adobe Illustrator and Canva. Strategized digital and direct marketing campaigns and SEO. Met regulatory compliance requirements.

Phoenix, Arizona Area

Managed Colyar Technology Solutions' K-12 menu planning software application as a contract-to-hire Product Manager. Evaluated the product to identify business opportunities and maintenance needs, planned the roadmap, and led the Agile development team in a rapid series of upgrades. Performed business analysis, documented requirements, and communicated with cross-functional teams to ensure balance between feedback-driven changes, product innovation, and technical debt. Collaborated with the… Show more Managed Colyar Technology Solutions' K-12 menu planning software application as a contract-to-hire Product Manager. Evaluated the product to identify business opportunities and maintenance needs, planned the roadmap, and led the Agile development team in a rapid series of upgrades. Performed business analysis, documented requirements, and communicated with cross-functional teams to ensure balance between feedback-driven changes, product innovation, and technical debt. Collaborated with the client support team to revise the training process to promote customer success and a positive client experience. Show less

Phoenix, Arizona Area

Trained as a project manager. Created a project plan, managed timeline, and facilitated weekly meetings for the launch of a new program.

Phoenix, Arizona

Served as a Senior Product Manager for the Derivatives, optionsXpress integration, and then International businesses. Managed the launches of two major options trading capabilities (3&4-leg options trading and spreads in IRAs). Helped launch new broker-dealers in Australia and Singapore. Gathered requirements for large cross-organizational projects. Created new requirements and user stories for both front- and backend systems. Facilitated meetings and followed up with multi-departmental project… Show more Served as a Senior Product Manager for the Derivatives, optionsXpress integration, and then International businesses. Managed the launches of two major options trading capabilities (3&4-leg options trading and spreads in IRAs). Helped launch new broker-dealers in Australia and Singapore. Gathered requirements for large cross-organizational projects. Created new requirements and user stories for both front- and backend systems. Facilitated meetings and followed up with multi-departmental project teams to ensure completion of business requirements. Communicated status to project and product teams to enable coordination of resources. Created internal and external communications and learning resources to support new product launches. Experienced in both Agile and RUP methodologies. Show less

Austin, Texas

As a contractor, managed the Derivatives product at Charles Schwab. Gathered feedback and prioritized upcoming product improvements. Presented business priorities to leadership. Internally and externally marketed changes to the product. Served as communications liaison between product management and internal service and sales teams. Supported product updates to adapt to industry and regulatory changes. Represented Derivatives business needs in large and small inter-departmental projects.

Austin, Texas

Provided financial service, sales, trading, and operational support within a top-producing advisory group. Built relationships with new and existing clients. Followed up with clients to ensure implementation of the advisors’ suggestions. Responded to client inquiries and requests via phone and email using excellent verbal and written communication skills. Executed client outreach campaigns. Recommended investment advisory and insurance products to fit client needs and referred clients to Wells… Show more Provided financial service, sales, trading, and operational support within a top-producing advisory group. Built relationships with new and existing clients. Followed up with clients to ensure implementation of the advisors’ suggestions. Responded to client inquiries and requests via phone and email using excellent verbal and written communication skills. Executed client outreach campaigns. Recommended investment advisory and insurance products to fit client needs and referred clients to Wells Fargo Bank as appropriate. Opened new accounts, maintained existing accounts, executed trading and cashiering transactions, and ensured compliance with know-your-client (KYC) requirements. Show less

Austin, Texas

Responded to inbound client phone calls in support of their brokerage needs, with emphasis on serving the active investor client base. Matched clients’ needs with investment solutions; provided trade-related support and expertise; delivered market knowledge and strategic insights; and supported Schwab’s active investor software platform. Facilitated training for new hires. Helped peers via the Active Investor Helpline. Participated in employee beta testing of the StreetSmart flagship trading… Show more Responded to inbound client phone calls in support of their brokerage needs, with emphasis on serving the active investor client base. Matched clients’ needs with investment solutions; provided trade-related support and expertise; delivered market knowledge and strategic insights; and supported Schwab’s active investor software platform. Facilitated training for new hires. Helped peers via the Active Investor Helpline. Participated in employee beta testing of the StreetSmart flagship trading platform. Participated in the selective Local Leadership Symposium. Show less

Austin, Texas

Delivered financial advice to clients face to face and over the phone. Made individualized recommendations of portfolio solutions based on each client’s personal financial goals and needs.