Product lead for Research Manager, an industry-leading application for tracking investment research consumption and payments.• Conceptualized and sold stakeholders on an unprecedented vision for consolidating four applications into one unified and simplified user experience. • Actively managed ~150 client migrations in a phased approach which enabled our team to roll out new revenue-generating functionality while simultaneously rebuilding legacy functionality.• By building strong relationships with the technology team, I consistently led a team to deliver against the long term strategy despite multiple instances of stakeholder turnover. • Responsible for planning and building stakeholder consensus on prioritization at every stage, from 2 year roadmaps to 6 week releases.• Present information objectively, from multiple angles, and encourage data-based decision making whenever possible.• Build rapport with clients at major financial institutions; pitch new ideas and have constructive conversations when problems arise. Collaborate with Sales in order to win new clients. • Key person for translating business requirements into product requirements, discussing architecture with tech leads, and creating wireframes in Figma. • Foster close collaboration with developers, QA, Client Success, and Business Development teams. Earned a reputation for being a thought leader for my ability to advise on all kinds of issues.• Continually raise opportunities to incorporate AI and automation into products and partner with the data science team.• Conduct competitive research, seek inspiration from leading software providers, and stay abreast with S&P’s strategic goals to develop ideas for future features and enhancements.• Go beyond my role and take initiative in areas such as developing marketing materials, analyzing client health and financial performance.

Product Owner for several areas of the platform replacement project• Developed the case for dissolving a legacy application after learning about data syncing issues, duplicate systems of record, and lack of talent to support aging system, which resulted in architecture decisions to centralize commercial client data• Made recommendations on improving the secure messaging experience between clients and bank associates, which resulted in the Bank resuming the search for an enterprise messaging vendor• Championed integrating the Bank’s new identity management cloud provider, which gave the team the benefit of influencing digital identity strategy by being the first application to migrate and enhanced security with new MFA options.• Explored a nebulous business request to link a Treasury application to the Commercial Digital Banking platform and as a result, presented strategic questions and proposed possible solutions for solving Digital Identity & Single Sign On• Lead analysis and requirements writing for a new client enrollment and maintenance system (to be used by Branch and Treasury Sales Associates) which would streamline the service model.• Taught Agile concepts to peers and managers

18 month program with rotations in 3 different departments of the IT organization.• Served as liaison between the IT and HR partners to develop the HR technology roadmap. Learned valuable information about Workday and compensation planning processes.• Supervised a pilot program for Wealth Management field associates to test touchscreen 4G laptops during their interactions with clients; developed pilot criteria, collected survey feedback, and made recommendations to senior leaders in IT and Wealth, which resulted in the decision to roll out the laptops to client-facing associates at large.• Worked with the Enterprise Technology Infrastructure Architect to communicate a vision for the future of the Bank’s architecture model to IT stakeholders. Gained an understanding of the services architecture that sits between the mainframe and end-user applications.• Assisted the Consumer Digital Banking team with requirements writing, preparing test data, writing and executing UAT test cases; learned how to properly document testing results using QA software and conduct effective QA status meetings.• Planned and hosted quarterly town halls for the IT department

Implementing six sigma improvement projects at the Sanford plant, which involves data collection through time studies to build a business case before proposing solutions to Management.

Created best practices and software requirements for an incubator that helps small apparel companies develop sustainable operations.

• Supervised inventory, order fulfillment, and finance during a 2x growth period• Directed a team of 6 associates; advised on hiring strategies and recruited candidates• Spearheaded ERP implementation for our office and led team through transition, serving as the in-house software expert• Developed reporting to improved the flow of shipping and accounts receivables collection• Implemented Help Scout to improve customer communication, resulting in better customer service and merch sell through• Improved inventory management practices, delivering more accurate data for accounting and off-price selling

Managed order fulfillment, customer service, and established new operating procedures for a clothing resale app with a proprietary tech platform.

• Submitted budgets, negotiated contracts, coordinated installations, and managed construction for 3 store openings • Advocated for, designed, and project-managed build of a new Magento e-commerce site• Spearheaded the transition to ADP’s TotalSource HR program, saving the company $70k annually• Responsible for implementation and ongoing support of the POS system• Liaison between Hong Kong team and store managers for shipments and inventory• Support a meticulous bookkeeper in reconciliation of expenses and accounts

Editorial and design internships at Footwear News, Domino Magazine, Nautica, Kenneth Cole accessories, Helicopter Studio

Banana Republic, Mulberry, Mai Cashmere, Camper Shoes