Product Management | Project Management| Systems Analysis | Data Analysis| Strategy| Stakeholder Management | Facilitation | Presentation | Documentation | Testing | Python | Javascript | SQL | PowerBI | Jira

Built and launched a web app that lets musicians create and download shareable, Nashville-style chord charts in the browser.

• Developed client side web app using Node.js, Vue3, UiKit, a javascript music library + custom code to expand interval position capabilities.
• Deployed CI/CD with Bitbucket + Netlify (17+ successful production deployments in 1 month)
• Designed brand and UI/UX using Sketch app
• Built Reddit community and with agentic user feedback loop (Reddit → GPT → prioritized backlog)
• Established partnership with Good Soil Music Foundation to aid donation goals

Built and launched a web app that lets musicians create and download shareable, Nashville-style chord charts in the browser.

• Defined data labeling requirements for an AI based customer experience platform used to make communications more customer aware
• Founded and chaired Enterprise SMS Governance Council (Legal, Risk, Architecture, Ops, 9 BUs) → Eliminated 400+ unsanctioned SMS campaigns, reduced regulatory exposure by $4.5M+ in potential fines, and cut customer opt-out rate 32% in first year
• Designed and facilitated 7 cross-functional MarTech workshops (120+ participants) → Mapped 20+ tools, identified $2.8M in redundant annual spend, and drove consolidation of 7 licenses within 6 months
• Mapped customer journey’s for 3 high-impact “Life Events” (inheritance, child birth, retirement) → Delivered enterprise-standard journey maps projected to increase cross-sell attachment rate 19% and lift post-event NPS 14 points
• Defined requirements for AI-powered Communications Observability platform (leading/lagging indicators + auto-throttling) → Consolidated input from 11 platform teams into 6 prioritized feature categories; output of findings projected to save $6M/year in manual monitoring once live

Coached agile squads across Workplace Investing, Clearing & Custody, and MarComm (CSPO, CSM, AgilityHealth Facilitator).

• Raised sprint goal completion from 60% to 98%+ across squads; cut cycle time 20% on remote API team
• Coached 3 Product Owners on roadmap planning and OKR adoption that actually stuck
• Mentored 3 new Scrum Masters through corporate restructuring; enabled 100% successful transitions with 50% faster team ramp-ups
• Introduced Jira velocity dashboards that surfaced impediments early and allowed a 20% velocity lift
• Owned and reprioritized product backlog quarterly; shifted scope to high-ROI items that increased platform Net Promoter Score from 31 to 48 (+55% relative lift) in 18 months

Product-facing analyst on advisor and broker-dealer platforms managing $2.1T AUA, 3.9k firms, and 6M accounts.

• Served as interim Product Owner for quoting engine release that powered $800B+ in annual advisory flows — shipped on time and drove 12% increase in advisor speed-to-quote rate
• Led requirements and technical design of bank-linking verification system used by 90% of advisor flows — reduced failed ACH attempts by 41%
• Became the Money Movement SME across 8 concurrent projects; prioritized features that delivered $18M incremental annual revenue from new disbursements capabilities
• Negotiated Test Data Management clauses into five third-party vendor SOWs — eliminated 300+ hours/quarter of manual test-data creation and cut environment-provisioning delays by 60%
• Established partnership with Good Soil Music Foundation to aid donation goals

Owned testing and release quality for advisor-facing platforms processing billions in daily money-movement and trading flows.

• Designed and executed manual + automated regression suites that cut post-release defects by 68% across three major advisor platform releases
• Led onshore/offshore test automation initiative – grew Selenium/WebDriver framework from 0 to 450+ reusable test cases, reducing regression cycle time from 12 days to 3 days
• Championed testing practices that dropped production defect escape rate from 18% to 4%
• Provided 24/7 on-call support for quarterly production pushes serving 3.9k advisor firms; achieved 100% on-time, zero-critical-incident releases for 11 consecutive quarters
• Built and maintained shared test data repository that eliminated 200+ hours per quarter of manual data setup for the broader QA team