Building products to expand access to institutional grade private credit deals and alternative assets.

Led core product suite for advanced digital asset trading platform designed for Institutional investors to trade across global liquidity sources from a single account. https://falconx.io

Sr. Product Manager at Kraken Exchange, managing Cryptowatch and Kraken Pro, an exchange agnostic platform for active traders in the digital trading space spanning over 25 exchanges and over 3k unique trading markets.

-Product manager for finance integration of U.S. Tokenization and Xoom products.-Overseeing the entire PDLC process for PayPal products from scoping to launch as they are built on the PayPal platform. -Designed processes for financial integration to the PayPal ecosystem for Online and Offline Tokenization products as well as the Xoom remittance set of products. -Subject matter expert on payments and product systems designs.

Responsibilities• Managed multiple rebalancing and trading tools including iRebal (Large scale multi-account rebalancing application marketed to independent financial advisors) and VEO.• Ran Reporting and Analytics for the iRebal tool. Including, trend analysis and reporting of over 300k trades and several million data points per month, using SQL, Tableau, and Excel.• Managed product development for the iRebal tool. Created product wireframes and workflows to design enhancements and testing plans. Worked with developers to bring updates to QA Branches from regression testing to production. Experience working with development teams in JIRA and Quality Center, managing multiple branches of code at once.• Analyzed projects and potential partnerships for profitability and feasibility.• Conducted multivariable testing on software to gain insights into usage metrics.• Led transition of iRebal from desktop based application to a web based format from 2013 to 2015.• Consulted with financial planning firms on best practices of rebalancing and model management• Lead trainer for new associates, including development of training materials.Accomplishments• Increased user base of the iRebal products from 100 firms in 2011 to over 3,000 by the end of 2015, with unique users of over 10k per year.• Presented at bi-annual national conferences, including general and breakout sessions.• Consulted with financial planning firms on best practices of rebalancing and model management• Expert in portfolio rebalancing and enterprise trading techniques such as tax loss harvesting, tax lot methodology, tax efficient replacement of securities and assets, and frequency rebalancing.• Extensive experience in security model management, translating models used in daily investment operations into enterprise software.• Recognized as one of the top 80 performing associates of over 5,700 employees and awarded at TD Ameritrade 2015 Awards Gala.

• Actively managed a portfolio of approximately 100 clients comprised of individual investors, institutional accounts, and trusts; handling all aspects of their foreign exchange needs.• Supported Traders and Investors with Swaps, Forwards, wire transfors, etc.• Extensive knowledge on International Bank Accounts and transfer operations.• Designed and implemented scripts that automated segments of client correspondence, resulting in thousands of dollars in cost savings and man-hours per year.• Awarded Six Sigma belt for implementing cost saving efficiency.

Assisted with the underwriting process for residential and commercial real estate transactions.