Work with company Boards, PE firms and VC firms to provide advice on strategy, product due diligence for M&A, product management for companies in mid to later growth stages.

Finra's mission is to ensure the protection of US financial market integrity and investor trust. We deploy deep expertise, leading technology and extensive market intelligence to serve as the first line of oversight for the brokerage industry - all at no cost to taxpayers.As the head of technology product group, developed the overall product vision and strategy for transitioning market regulation to address emerging stock market trends. Built a world-class team of product managers, AI experts, market analysts, subject matter experts and UX experts. Positioned FINRA to proactively manage future developments by developing an integrated market regulation platform with leading edge big data, cloud computing, AI technologies and deep learning-based analytics. Put in place an aggressive $35M plan to deliver on the platform vision and the overall product strategy.

NAVEX Global [owned by two leading PE firms - Vista Equity Partners and BC Partners] is the trusted ethics and compliance partner for more than 13,500 clients worldwide. I lead a global team of 40 passionate product managers, product owners, UX/UI team and product operations professionals driving revenues of $350M/yr. Focused on delivering significant new features and transforming our portfolio of market-leading products into an integrated platform for full life cycle GRC management to global customers. Key innovations include NAVEX One platform with innovative UX/UI, advanced analytics and AI/ML products. Managed three successful releases of multiple products in the first year resulting in multi-product sales with 5-7x revenues/deal.

Developed product strategy and complete product portfolio road map to establish company as the premier provider of end-to-end ecosystem of enterprise research administration. Hired and mentored a team of product managers, UX experts to execute the road map in an Agile development environment. Helped to integrate products and teams from three acquisitions for rapid growth in product/market coverage and position the business for doubling the revenues.

Set up an Agile software product group in a start-up environment. Developed prioritized road maps with phase-gated budgets from ideation to technology selections to pilot to rapid launch. Delivered complex analytics and visualization capabilities for internal and external clients. Implemented agile processes for complex data integrations, ETL, platform enhancements, clear documentation for scrum processes, project tracking, budgeting and resource allocations.➢ Managed Agile/Scrum product teams of 40+ developers, architects, UX designers, product managers, owners and data scientists. Led IT infrastructure, technology and vendor selection for rapid development.➢ Drove continuous product improvements, identified root causes of product issues and enhanced data quality. Increased performance, precision quality and customer satisfaction by over 25%.➢ Delivered compelling portfolio of products driving $40 million in annual revenues.➢ Reached 50+ million B2B and B2C customers with web and mobile applications for complex data validations, identity verifications, payment processing, online marketplace and customer portals.➢ Developed machine learning-based analytics and visualization platform for forecasting and influencing mass-market consumer buying decisions across the full supply chain.➢ Led cross-functional decision-making teams with leaders from sales, engineering, delivery and marketing. Coordinated customer data security and SOC2 certification for entire platform.➢ Developed scalable data repositories via complex ETL and data integrations from internal/external data sources to drive advanced machine learning analytics and BI reports.

Provided the vision, strategy and leadership for new initiatives and continuous improvement of home automation, Smart Grid, consumer electronics and IoT products. Managed IT infrastructure, technology selection and transition to cloud-based platform launch. Launched SaaS platform which delivered complex data collection, program performance insights and analytics dashboards.➢ Developed SaaS platform to manage over $500 million of Smart Grid/IoT programs. Delivered enough energy savings to power over 10 million homes.➢ Led overall platform architecture design for agile scaling, selection of cloud services, tools for rapid development, visualization and resourcing for product development and enhancements.➢ Tapped into a $750 million/year market with a cloud-based product to manage complex environmental regulatory compliance while providing operational analytics.➢ Signed up Duke Energy, MGM Resorts & Caesars Entertainment; clients received immediate ROI by from operational savings and real-time analytics with compelling reporting dashboards.

Spearheaded the product group with architects, developers, sales and product managers. Developed a scalable platform for managing complete portfolios for multiple clients. Managed on-site and cloud-based IT infrastructure, engineering team and led technology/vendor evaluation for software and tools.➢ Pioneered an automated Web-based software app combining large volume of real-time data from multiple systems. Delivered innovative real-time analytics driving rapid growth to the client.➢ Grew utility program budget (from $500K to over $60 million) to cover full portfolio of energy management, DR, renewable energy programs with multiple vendors and technologies.➢ Rearchitected the core product to a scalable design slashing on-going operational IT costs and delivering products with differentiated functionality to establish a leadership position in the market.➢ Developed web-based platform to track and report on multi-state renewable energy sites.➢ Managed the sale of management consulting services business for a successful exit.

Principal Consultant, V-TECH [Annapolis, MD]➢ Launched a competitive market intelligence Website for Smart Home, Internet, mobile broadband and Smart Grid products and grew the subscriber base to 10,000 B2B customers.➢ Successful product development: smart thermostats [Honeywell], connected devices and appliances [Tyco, Molex], pioneering high-efficiency HVAC systems [Lennox, Thermo King], and advanced cooking equipment [McDonald's].➢ Representative client list: MGM Resorts, Duke Energy, Eaton, NV Energy, Echelon Corp, Caesars Entertainment, Molex, Edison International, Copper Development Association, Tokyo Electric Power, Toho Gas, Lennox International and Honeywell.Director of Product & Industry Development, Smart House [Upper Marlboro, MD]Established a $200 million global consortium with 60 U.S. and international companies to pioneer Smart homes and connected products. Paved the way for integrated home networking with apps from multiple product vendors.➢ Assembled a global product team of developers, chip designers, hardware engineers, and testers. Manufactured and launched 80 cutting-edge Smart Home software and hardware products.➢ Gained approvals from FCC, UL, NFPA and building code agencies which changed multiple industry standards.➢ Led global intellectual property protection efforts resulting in 60 patents for the consortium and $25+ million in licensing revenues.