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.

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.

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.

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.

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.

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..

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.

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..

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.

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.