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Manager Project

Manhattan, New York, 10002, United States
February 15, 2019

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Concept-to-Launch Design

Concept Refinement, Workflow Design, Competitor Analysis, UI / UX Design, A/B User Testing, Support Ticket Analysis

Software Product Management

Build vs Buy Analysis, Cross-Functional Consensus, Feature Prioritization, Product Backlog Grooming, Roadmapping, Sprint Planning, MVP Releases, Patch Release Prioritization, Budget vs Time, Consultants vs Vendors vs Internal Developers

Languages Supported

REACT, J2EE, Java, C+, C#, PHP, Ruby on Rails, Python, SQL, SOQL, JavaScript


Visio, Balsamiq, Draw.IO, Lucid Chart,

Project Management

Confluence, JIRA, Trello, Microsoft TFS, Workfront, BaseCamp, Asana,

Subject Matter Expertise

FinTech Startups. AdTech CRM. Data Science. Hedge Fund Operations. Leadership. Enterprise Software Product Redesign


Product Manager 9/2017 - Present

Concept-to-Launch Management of a FinTech SMB cryptocurrency-backed lender

●Resolved divergent visions through tight business requirement, wireframe, UI / UX, budget & timeline documentation

●Facilitated genuine conversations between business owners, engineers, DBAs, designers and customer representatives

●Ensured projects are successfully delivered per evolving vision/investment/feature/deadline constraints by grooming an organic roadmap which satisfies multiple competing stakeholder persona

●Built best-in-class designs through carefully defined use cases, user personae, user behavior, and competitor analysis

●Crafted clear directives encompassing business requirements, wireframes, outlines, timelines other deliverables needed to drive results in an evolving industry despite ambiguity

●Pooled stakeholders’ imagination, vision, research, and insights about competitors to produce a consensus of balanced compromises among multiple user personae

Fidelity Clearing & Credit Services (LiquidHub) New York, NY

Senior Project Manager 5/2016 - 8/2017

Product Management of an online CRM survey product to give Fidelity Sales Teams KPI-driven best practices for their clients

●Drove Product Development consensus between functional departments with varied or contradictory perspectives.

●Lead and evangelized product strategy and vision

●Crafted business requirements, wireframes, outlines, timelines and other deliverables needed

●Provided clarity and direction on actions needed to drive results in an evolving industry despite ambiguity

●Acted as a curator of data by defining, instrumenting, and tracking necessary analytics of our products through working cross functionally with engineering and product teams.

●Interacted with tech teams and UX designers to translate business requirements into technical requirements, and support development teams in the production phase to ensure that business requirements are fully accomplished

●Defined and analyze metrics that inform the successful adoption of the product by end users

Credibility Capital New York, NY

Product Manager 3/2015 - 4/2016

●Implemented complete product suite for business processes: Deal flow from lead collection to loan officers and underwriters. Data workflow from credit bureaus to proprietary scorecard to underwriters. Loan processing from disbursement, interest collection, and repayment.

●Developed product launch activities including business process design, documentation, hiring guidelines and training.

●Built strategic business analysis to support investment decisions, marketing initiatives, product development and strategic planning

●Wrangled customers, team members, and outside influencers to ensure a solid and well-rounded understanding of products and developing needs.

●Gathered internal and external requirements - communicate with customers collect end user feedback

●Created, prioritize, and define new product features

CITCO Hedge Fund Services New York, NY

Product Manager 5/2014 - 3/2015

●Lead restructuring of CITCO’s Aexeo enterprise software suite for third party hedge fund administration. Required comprehensive evaluation of all middle- and back- office business functions: tax, risk, security master, collateral management, cash- position- and trade- reconciliation

●Drive vision and delivery of innovative product enhancements and add-ons to keep the business relevant and competitive

●Own end-to-end product analytics workflow including from formulating success metrics, socializing them across the organization, and creating dashboards/reports.

●Manage delivery via product features build/implement to solve for AR, Credit, Cash Applications & Collections and manage risk to production systems

●Negotiate features and release timelines between multiple internal teams to

●Proactively identify dependencies, bottlenecks, scope changes and recommendations to meet deliverable expectations

Conduct market research to identify user need for new products


Heriot Watt University / Edinburgh Business School Edinburgh, Scotland

Masters in Business Administration in Finance Class of 2014

New York University / Skirball Institute New York, NY

Masters of Science in Developmental Genetics Class of 1999

New York University / Center for Neural Science New York, NY

Masters of Science in Computational Biology Class of 1995

University of Wisconsin Madison, Wisconsin

Bachelor of Science in Molecular Biology Class of 1990


Cornell University Ithaca, NY

Data Science Program 2017


Work Permit: US Citizen


●“Outstanding Cubmaster”, Boy Scouts of America

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