2023 - Present. Product Manager for New Products and Prospect Acquisition, Digital Sales & Onboarding.
2022 - 2023. Product Manager for Digital Banking and Money Movement.
2011 - 2022. Product Owner for Wealth Banking Technology including mobile check deposit, money movement, relationship pricing, and securities-based lending.
Projects
- Redesign pricing platform to support multiple lending products with a consistent pricing model. Strong focus on Fair Lending and Reg Best Interest.
- New bank wire transfer platform.
- Relationship Pricing engine for trades pricing including multi-leg options.
- Check deposit workflow UI/UX redesign, replacing an aging vendor product.
- Mortgage servicing platform conversion.
Accomplishments
- Led Process Efficiency Task force. I love making stuff more efficient, and this was a great chance to work directly with my peers from across the firm to solve everyday pain points.
- Fostered adoption of change documentation standards following regulatory audit failure, and provided feedback to improve internal controls.
- Migrated 50+ Agile teams from Rally to JIRA.
- Mentored other Product Owners. Championed iterative development and continuous learning.