Experience

GeoWealth

• United States
• Financial Services
• 1 - 100 Employee

• VP, Product Manager

  • Apr 2022 - Present

  Chicago, Illinois, United States



Envestnet, Inc

• United States
• Financial Services
• 700 & Above Employee

• Senior Director, Product Manager

  • May 2021 - Apr 2022

  Chicago, Illinois, United States Lead the Performance Reporting and Client Reviews Product Managers to determine strategic direction and product road map for the performance reporting and investment review functionality of Envestnet's wealth management, reporting and practice management multi-tenant platform. As part of the Product Management leadership team, set annual strategic priorities to align enhancement efforts to; standardize processes; and organize continuing education sessions. Leading the effort to develop the next… Show more Lead the Performance Reporting and Client Reviews Product Managers to determine strategic direction and product road map for the performance reporting and investment review functionality of Envestnet's wealth management, reporting and practice management multi-tenant platform. As part of the Product Management leadership team, set annual strategic priorities to align enhancement efforts to; standardize processes; and organize continuing education sessions. Leading the effort to develop the next generation reporting and investment review products.

• VP, Product Manager

  • Nov 2015 - May 2021

  Chicago, IL Determine strategic direction and product road map for the billing, compliance monitoring and investment review functionality. Work with current and potential clients as well as internal partners to identify and prioritize product enhancements. Monitor projects throughout the development life cycle to provide successful completion and roll-out. Manage cross-functional efforts, making sure all teams are in alignment on priority and timing. Launched a new, highly customizable, form of investment… Show more Determine strategic direction and product road map for the billing, compliance monitoring and investment review functionality. Work with current and potential clients as well as internal partners to identify and prioritize product enhancements. Monitor projects throughout the development life cycle to provide successful completion and roll-out. Manage cross-functional efforts, making sure all teams are in alignment on priority and timing. Launched a new, highly customizable, form of investment review. Ensure Envestnet's billing and compliance monitoring functionality maintain relevance and competitiveness within the marketplace, while aligning with the company's goals.

• AVP, Team Lead, Project Manager

  • Jul 2013 - Nov 2015

  Chicago, IL Facilitate and lead the project team toward goals, define and achieve project objectives, serve as a single point of contact between the client and Envestnet resources. Lead the Associate Project Manager/Project Coordinator team, which is responsible for project management and support as well as support of project methodology and departmental tools.

• Project Coordinator

  • Jul 2012 - Jul 2013

  Chicago, IL Provided start-to-finish support of client on-boarding projects. Maintained departmental tools used throughout the project process.



St. Mary Parish

• Substitute Teacher

  • 2000 - 2012

  Mokena, Illinois, United States Grade K-8 Substitute Teacher for Computer Science and Math.



Northern Trust

• United States
• Financial Services
• 700 & Above Employee

• Product Manager

  • 1996 - 1998

  Chicago, IL Product Manager of reporting products used by clients to analyze and monitor institutional trust holdings.

• Auditing Officer

  • 1992 - 1996

  Chicago, IL Reviewed processes, procedures, and controls associated with the company’s financial information systems as well as the supporting system architecture.