Product Manager of Compliance.ai's AI-powered RegTech solution for the Financial Services industry.

Product manager in the automated underwriting applications business group of Capsilon, a leading mortgage technology solutions provider which processes 15% of U.S. mortgages.* Key responsibilities include: managing assistant product managers on multiple international Agile teams both remotely and in-person, developing product strategy, directing product development activities, and overseeing user experience design.* Brought Capsilon Digital Underwriter, a SaaS-based automated underwriting suite of applications, to beta with two top ten lenders. Solution uses advanced data management and business rules to increase underwriting productivity up to 400%.* Helped launch Capsilon’s Mortgage Point of Sale portals for Third-Party Originators, Loan Officers and consumers.

Product manager in the web and mobile platform team of Schwab Advisor Services, the #1 U.S. custodian for independent financial advisors.* Key responsibilities included: acting as product owner on Agile teams, driving product strategy, developing business cases, analyzing user feedback, and overseeing product development, launch, and adoption initiatives.* Product manager of multiple tracks of the Schwab Advisor Services Client Experience Transformed initiative, a multi-pronged program designed to create digital, secure, and paperless processes for opening, managing and providing cashiering functionality for brokerage accounts on web and mobile platforms. Key initiatives include:*eAuthorization Product Manager: Introduced industry-leading solution allowing advisors and their clients to initiate and approve wires online within minutes rather than 1+ days. Achieved 30% adoption rate within the first two months of launch. Extended platform to include checks and inter-account transfers. * eSignature Product Manager: Launched solution allowing clients to eSign forms required for over 90% of transactions. Process increased security (no reported cases of fraud) and eliminated manual signature review, reducing cost and time to complete transactions. Product management team for Institutional Intelligent Portfolios, the version of Schwab Intelligent Portfolios for Schwab’s independent financial advisor clients. * Led customization of platforms to support Schwab Institutional Intelligent Portfolios accounts.Paperless Product Manager: Managed Schwab Advisor Services’ eStatement, eConfirm, and electronic tax report and shareholder materials products for advisors and clients of advisors. Key initiatives include:* Drove product adoption increases of 280% for eStatements and 130% for eConfirms over 3½ year period. Achieved annualized cost savings of $8 million.

Completed 18-month trader training program at Group One, an options trading firm with seats on all major U.S. options exchanges.* Curriculum included in-depth options theory, market making and position management, practical experience clerking on the floor of the Pacific Coast Options Exchange, and simulated trading sessions.Managing active positions for absent traders and residual positions for issues that are no longer actively traded, with authority to hedge positions, execute electronic trades, and determine options to exercise.

Product manager for ClaimIQ, a venture backed startup offering SaaS-based decision optimization solutions for the insurance industry.* Key responsibilities included: driving product strategy, creating product requirements, collecting and analyzing user feedback, providing sales support, and leading product development.* Managed liability, fraud, and injury assessment product lines, which earned over $2 million in annual revenue, largest revenue source in the company. Key customers included: GEICO, Fireman’s Fund and OneBeacon.

Co-founded management consulting firm. Involved in all aspects of management and operations.* Formulated corporate business plan and conducted product development and strategy projects for a startup with proprietary streaming video and data networking technologies. Firm secured over $750K in angel investments.* Developed strategy for a private equity firm, backed by Warburg Pincus Ventures and AEA Investors, to identify target markets and companies. Project recommended allocation strategy for over $50 million.

Product manager for 3-G International, a technology company focused on smart card and biometric solutions. * Key responsibilities included: defining strategy to expand from government to commercial markets, executing licensing and technology partnership deals, creating product requirements and leading development efforts.* Lead product manager of 3GI’s smart card application product suite, including: PKI, biometric identification, and data storage/use, as well as for 3GI’s network-based smart card issuance and data management system.* Led multiple initiatives to expand 3GI’s client base from government agencies to private-sector companies, successfully completing pilot engagements with GTE, Citibank, and Visa International.

Consultant with Mercer Management Consulting, a leading global management consulting firm.* Conducted strategy development and implementation projects for clients in retail banking, credit cards, insurance, and telecommunications. Key projects:* Chase Manhattan (now JPMorgan Chase): Developed a growth strategy for the company’s credit card business. Strategy resulted in adoption of new database marketing techniques, and realignment of customer segments with potential net income improvement of over $200 million. Core responsibilities included developing the customer segment profitability model.* Bank of America: Developed a cross-product growth strategy for the consumer banking operations. * Resulted in multiple cross product marketing initiatives, adoption of new database marketing techniques, and realignment of customer segments with potential net income improvement of over $400 million.* John Hancock Financial Services: Led a project team for company-wide reengineering effort. Project led to the implementation of new account management processes, technologies, and productivity targets with a potential $25 million annual earnings improvement.

Senior Consultant for Kaiser Associates, an international strategy consulting firm. Projects included:• Pfizer: Conducted a competitive sales cost analysis. Identified a $20 million cost reduction based on improved customer targeting and more effective sales compensation.• Allergan: Managed a benchmarking project for the company’s consumer eye care products business.