A Product Owner in the Risk & Analytics group of Polen Capital. I am charged with designing and developing software solutions to help Polen harness the vast amounts of data available to our team!Lead a team of talented engineers who are turning out data into Intelligence. Product owner of our two cornerstone projects. C360: which integrates data from MARS, our CRM, Marketo, Archer to give our distribution team a complete view of our clients AUM & Flows, Marketing Contacts, Performance , all communications in single application driven by Power BI.P360: Cutting edge data science (AI/ML) is used to generate promising leads for our distribution team

I have just completed my three year post acquisition commitment to FIS during which I drove product roadmap, feature development and market strategy for post-acquisition rebranded SaaS product, Digital Visualization Portal within FIS. Actively integrating our flagship visualization product with the portfolio of financial technology, corporate action, and accounting products offered by FIS Capital Markets. • Increased month Average Revenue per Account (ARPA) from $500 pre-acquisition to greater than $5,000 over a three-year period post acquisition.• Successfully directed product sales up market from mid-sized fund administrators to household name global financial institutions.• Instituted and nurtured a culture of feature rich on-time release deliveries within the Digital Visualization Portal development team.

Product manager that understands the intersection between business team, tech team, and UX team. 20 years experience with the first, passionate about the second and third.Led and grew product team from concept through acquisition by world’s largest Fin-Tech company, FIS. Drove the development of a full suite of Fin-Tech investor reporting, CRM, data visualizations and BI tools, driven by robust domain models, integrated with multiple data systems. Conceptualized user-stories and managed development through complete software development lifecycle (SDLC). Managed and grew BaseVenture’s full product team and oversaw an engineering team consisting of full stack, front end, and DevOp engineers as well as managing the Quality Assurance (QA) teams.• Originated and managed FIS re-seller agreement which directly led to the acquisition of Fundmanager.io and BaseVenture by FIS.• Drove development of product from concept to revenue generating in 14 months.• Generated significant KPI growth over all key metrics over the 4-year life as independent company.o Customers – 0 to 20o Funds on platform – 0 to 1,200o Users on platform – 0 to 20,000o Monthly Average Revenue per Account (ARPU) - $0 to $500As Head of Product I guided fundmanager.io from a business plan to a robust enterprise grade product being used by world renowned money management companies and acquired nu the worlds largest Fin-tech company. Front-end design, wire-framing, prototyping, domain modeling, feature prioritization, team managing. You name it in software product development, I have done it!And since no one knows how our product should work better than I, I also lead our Quality Assurance team as we work tirelessly to make sure our releases happen seamlessly and at no inconvenience to our clients

• Founder, Portfolio Manager, and General Partner of Boldt Capital Management, LLC, a registered investment advisory with California Department of Corporations located in the San Francisco Bay Area with peak AUM of $30mm.. • Actively managed a long/short investment portfolio seeking to generate non-volatile consistent returns with minimal drawdowns. Generated approximate net returns of 8% over a decade with minimal drawdown including the financial crisis of 2008. • Independently generated long/short investment ideas from a bottom up perspective through proprietary research using qualitative and quantitative methods leveraging knowledge of multiple information systems including Bloomberg and Thomson-Reuters Eikon.• Short investments target terminal shorts with deteriorating balance sheets, un-defensible market positions that are showing evidence of “financial shenanigans.”• Cultivated industries relationships with “C level” management of hundreds of publicly traded companies, multiple investment banks, and numerous institutional investors and high net worth individuals.• Responsible for all aspects of fund operations: portfolio management, equity analysis, equity trading, fund raising, compliance, legal structure, portfolio administration, fund administration, back office administration.• Successfully raised assets across multiple invest vehicles include 3 (c) 1 and 3 (c) 7 limited partnership structures and sub-advisory agreements.

• long/short hedge fund focusing on small cap and special situations with no industry bias as part of a 3 person investment team managing $200mm.• Managed $15mm long/short carve out within the larger portfolio focusing on small cap value and distressed equities. Successfully navigated the portfolio through the boom/bust of the “dot com” era.

• Assistant Portfolio Manager for $1 billion Non-Investment Grade Bank Loan Portfolio – Portfolio invested in both primary and secondary institutional secured trance loans.• Responsible for determining the credit-worthiness of high yield issuers using Citibank’s proprietary Debt Rating Model (DRM) and Appropriate Yield Model (AYM).• Successfully completed Citibank’s five-month formal credit training program. Seminars included Applied Analytics, which focused on intensive financial statement analysis and financial Modeling, case studies in derivative instruments, and global economic issues.

• Firm founded by 63rd Secretary of Treasury under President Nixon; William E. Simon. Worked directly under former California Gubernatorial Candidate William E. (Bill) Simon, Jr.• Assisted in the early due diligence and preliminary valuation stage of private equity investments.