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Lead product development in wealth management space. Currently leading granting (grants to charities) features across all channels and workflows at DAFgiving360.My specialties are: - Driving abstract problems backed by strong vision, data and/or strategic solutions.- Mobilizing collaboration between cross-functional UX/UI, engineering, operation, strategy and legal & compliance teams to execute product vision and goals.- Driving product innovation by prototyping feasible solutions using design system and testing them with beta users.- Increasing organization’s velocity and effectiveness by building automation in processes for operation team to serve clients.- Building extensive documentation systems that scales communication, shrinks redundancy and drives prioritization.- Fostering learning culture by leading book club with cross-functional team members.Visit my blog to learn more—www.mihirchronicles.com.
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Product ManagerBuilders VisionChicago, Il, Us
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Product LeadDafgiving360 Oct 2023 - PresentSan Francisco, Ca, UsDAFgiving360 is a Donor-Advised Fund (DAF) platform. Leading modernization, scaling and automation efforts to scale granting experience for donors and charities across all granting applications. -
Senior Product ManagerCharles Schwab Nov 2021 - Oct 2023Westlake, Texas, UsSchwab Intelligent Portfolios is a robo advisor platform for automated investing. Re-modernized user experience around risk profiling and portfolio recommendation. -
OwnerWise Charlie Jan 2018 - Jan 2022A multi-disciplinary approach to critical thinking using a deck of 100 mental model cards. The project is now acquired. -
Product ManagerMorningstar Oct 2020 - Oct 2021Chicago, Il, UsResearch Experience—new research experience platform to support products for retail investors and financial advisors. -
DeveloperMorningstar Dec 2017 - Oct 2020Chicago, Il, UsMDS (Design System)—a collection of brand, visual, UX, and technical standards built into a central library so that teams can quickly build high-quality, consistent experiences. http://designsystem.morningstar.com
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Information Security AnalystMorningstar Jul 2017 - Dec 2017Chicago, Il, UsInformation Security (INFOSEC)—product risk & compliance automation to support SOC2 audit reports
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Associate EngineerMorningstar Jul 2016 - Jun 2017Chicago, Il, UsPortfolio API (Data Technology)—workflow automation and calculation libraries using C# and Java
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Associate EngineerMorningstar Dec 2015 - Jul 2016Chicago, Il, UsCloud & Server Automation (Infrastructure)—private & public cloud using AWS, Python, Node & Angular
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FounderHumble Pen Nov 2012 - Nov 2015Chicago, Il, UsA designer pen made out of bamboo supporting local artists and artisans. Each purchase supported an educational need for children in Haiti & Cambodia. -
Business DevelopmentDoejo Jul 2014 - Jan 2015Chicago, Il, Us -
Product ManagerSpendout Jul 2014 - Jan 2015Expense tracking tool for sharing economy operators like AirBnB hosts & Uber drivers. -
Co-FounderRoyal Ace Investments Jun 2010 - Jul 2012Chicago, Il, Us -
Trading Clerk Intern - Chicago Board Of TradeTrading Advantage Sep 2010 - Oct 2010Chicago, Illinois, Us
Mihir Patel Skills
Mihir Patel Education Details
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Depaul UniversityAccounting/Finance -
Cornell UniversityProduct Management
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DevmountainWeb Development
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Startup InstituteBusiness Development
Frequently Asked Questions about Mihir Patel
What company does Mihir Patel work for?
Mihir Patel works for Builders Vision
What is Mihir Patel's role at the current company?
Mihir Patel's current role is Product Manager.
What is Mihir Patel's email address?
Mihir Patel's email address is mi****@****tar.com
What is Mihir Patel's direct phone number?
Mihir Patel's direct phone number is +163037*****
What schools did Mihir Patel attend?
Mihir Patel attended Depaul University, Cornell University, Devmountain, Startup Institute.
What are some of Mihir Patel's interests?
Mihir Patel has interest in Science And Technology, Education, Economic Empowerment.
What skills is Mihir Patel known for?
Mihir Patel has skills like Start Ups, Financial Modeling, Entrepreneurship, Business Development, Finance, Front End Development, Javascript, Node.js.
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