Aime is the fastest growing Financial AI for retail investors with over 1M downloads. Head of product, design and marketing for AI and AInvest app and web investment research platforms. Passionate about building AI enhanced earning, spending, lending, saving and investing experiences.

• Executive consulting for large financial firms exploring build vs. buy discussions for digital transformation and entering retail brokerage & banking: Pershing, Bank of New York Mellon, CapitalOne and LPL. • Startup consulting team focused on providing operational expertise to innovative FinTech companies.

Ushering in the new frontier of AI Trading & Investing!Head of Product, Design and Marketing.

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• Member of the customer office senior leadership team that dictates the strategic roadmap for digital transform at Prudential and drives the innovation for the Prudential retail platform (LINK). • Launched the LINK retail platform, a financial guidance and investing experience connecting Main Street with financial professionals and solutions including insurance, robo advisory, retail and retirement products.• Head of Customer Experience for the Prudential Customer Office, overseeing all user experience across marketing, pre / post log on customer journeys, onboarding, applications, account servicing and LINK. • Manufactured managed accounts for the LINK Robo advisor leveraging Envestnet & BlackRock portfolios.• Managed 25 product managers and 14 scrum teams with a compliment of 20 designers and ~150 technologists rolling up under a $55M annual operating budget and executing ~2500 tickets annually. • Established a legal and compliance committee to explore legal boundaries and approve business decisions for products and customer experiences in a platform regulated by FINA, SEC, DOL, ERISA and HIPAA.• Content team managed daily content updates of publishers and subscribers across marketing and product.• Ran marketing execution teams launching direct response and demand generation campaigns delivering results via search engine marketing, social, SEO, programmatic display, content marketing and emails.

• Enterprise wide, dot connecting problem solver, hired to stop agile scrum teams from building small implementations and to instead thinking big and build components to be leveraged across Prudential.• Helped established a UX/UI component online playbook for design, reusable code, guidelines, best practices and a ubiquitous look and feel across all Prudential platforms. Adopted by all Prudential Financial business units and corporate centers as the standard destination for building digital products.• Reviewed over 40 initiatives and identified opportunities to establish a single user experience, core infrastructure building blocks and a standard set of vendors to align multiple product teams to a larger enterprise wide “All in One – One customer, One Company” single sign on platform vision.

• Operated portfolio FinTech companies as Head of Product: Kapitall, Intentional, CrowdClear and Portendr.

• Maintained relationships for an API that aggregates assets and trading across all US retail brokers, FX and cryptocurrency exchanges, currently used by Yahoo! Finance and a network of over 170+ apps.• Established broker relationships for TradeIt’s API to link 10+ million monthly users with $70 billion in AUM.

• Managed product road map, project management, QA, content and design resources (10 person team). • Oversaw brokerage integrations and gamification vendors: APEX, Pershing, Markit on Demand, Bunchball. • LEARN: Taught financial literacy with gamified quests, challenges and Millennium centric articles. • PLAY: Built themed investing games where players competed against portfolios, indices and each other.• TRADE: Launched a live trading platform where virtual currency could be used to buy trades and upgrades.

• Redesigned and managed the development for 3 million product pages for the BN.com site redesign. • Implemented social media and optimized SEO with metrics for Facebook like and Google search.

• Designed an enterprise wide automated tax system to track adjusted cost basis for all brokerage products. • Managed all development and feature enhancements for statements and confirms.

• Created Platinum E*TRADE for top customers, which included dedicated representative call routing, negotiated commission schedules, online content, service request priority and branded marketing. • Rebuilt search engine and help center to reduce incoming call volume and promote online self service.• Chaired enterprise wide project prioritization queue, including ROI and budgets for all service projects.

Senior Product Manager Pricing, Segmentation & Strategy Group• Personalized segment infrastructure to drive web content, pricing, active trader tools and service routing.• Created strategy for equity trading in United Kingdom, Hong Kong, Japan, France, Germany and Canada.• Garnered top rankings for E*TRADE in online broker reviews for Barron’s, SmartMoney and WSJ.

• Lead manager on BrownCo, Harris Direct & Wall Street Access acquisitions & backend conversions.• Led gap analysis on content, tools and commissions/rates/fees for equities, options and cash products.• Wrote specifications for onboarding experience, special pricing, margin rates, fees and trading tools.• Managed tech teams and name/address and position file requirements for back office conversions.

• Ran IPOs and built IPO portal: syndicate management tools, suitability profile, share allocation algorithms.

• Built waterfall sweep cash products to offer extended FDIC insurance by linking multiple bank charters.