Experience

Blu Pagoda LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Consultant

  • Apr 2021 - Present

  Remote



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Product Owner

  • Apr 2018 - Mar 2021

  San Francisco, CA, United States Product Owner for team building APIs to support Wells Fargo account applications. - Manage and prioritize team quarterly and sprint backlog to ensure the most impactful work is completed in each quarterly planning period - Drive requirements for the APIs the team is building - Ensure APIs are reusable across multiple products - Socialize the functionality of APIs with new line of business partners to raise awareness and encourage new usage of APIs - Accept user stories as done… Show more Product Owner for team building APIs to support Wells Fargo account applications. - Manage and prioritize team quarterly and sprint backlog to ensure the most impactful work is completed in each quarterly planning period - Drive requirements for the APIs the team is building - Ensure APIs are reusable across multiple products - Socialize the functionality of APIs with new line of business partners to raise awareness and encourage new usage of APIs - Accept user stories as done, ensuring they meet requirements - Lead topic calls with stakeholders development to resolve requirements ambiguities - Communicate and collaborate with key stakeholders on timeline, requirements, trade-offs - Ensure implementations meet all Legal, Risk and Compliance requirements - Represent the voice of the customer when prioritizing backlog - Main point of contact for line of business partners on projects Significant Accomplishments - Original member of a team of teams working on transformation to a microservices-based architecture for account open application flow - Product Owner for team building and testing 30+ APIs used to support the Hotels.com co-brand credit card product, including over a dozen backend integrations. This was first use of these new APIs into production. - Product Owner for team building and testing 5+ new APIs to support new deposit product flow, including 8 new backend integrations

• Senior Product Management Consultant

  • Jul 2016 - Apr 2018

  San Francisco, CA, United States Senior Product Manager (contractor) in Virtual Channels group – Developing project design documents – Working with cross-functional teams to develop product business requirements – Leading topic calls with development and QA groups to resolve requirements ambiguities – Identifying impacted groups for project resourcing – Socializing desired customer experience across multiple lines of business and platform groups – Ensuring customer experience aligns with enterprise platform… Show more Senior Product Manager (contractor) in Virtual Channels group – Developing project design documents – Working with cross-functional teams to develop product business requirements – Leading topic calls with development and QA groups to resolve requirements ambiguities – Identifying impacted groups for project resourcing – Socializing desired customer experience across multiple lines of business and platform groups – Ensuring customer experience aligns with enterprise platform standards and strategy – Representing the voice of the customer in the digital channel – Main point of contact for line of business partners into digital channel – Creating CX mockups and presentations for reporting out to senior leaders Significant Accomplishments – Developed project definition documents and business requirements for 3 major projects across credit card, credit card rewards and auto loan lines of business – Co-authored playbook for use by product management group to make line of business integration efforts more efficient and quicker to market – Quickly came up to speed on Wells Fargo processes and developed relationships across multiple lines of business



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Deposit Product Strategy

  • Nov 2011 - Jul 2016

  San Francisco Product owner for Schwab Bank checking & savings products. Responsible for: – Product development and strategy, including pricing, enhancements, and new products – Communicating strong point of view on product strategy for the firm – Understanding and communicating client needs – Leading efforts to develop digital marketing campaigns (email, search, 3rd party, etc.) – Influencing prioritization of mobile and online product enhancements – Developing tools to drive branch… Show more Product owner for Schwab Bank checking & savings products. Responsible for: – Product development and strategy, including pricing, enhancements, and new products – Communicating strong point of view on product strategy for the firm – Understanding and communicating client needs – Leading efforts to develop digital marketing campaigns (email, search, 3rd party, etc.) – Influencing prioritization of mobile and online product enhancements – Developing tools to drive branch product sales – Developing and analyzing client research – Understanding key product drivers, competitor offerings, and regulatory environment – Representing product for key vendor relationships – Working with Treasury and Finance on annual planning and business case development – Managing a staff of 4, including 3 remote Significant Accomplishments – Developed multi-year product roadmap for the firm – Developed call center pilot that resulted in a 30% increase in targeted product feature usage, now being rolled out to all call support teams – Product SME for Apple Pay marketing, mobile bill pay launch and 2nd card payments network launch – Led development of targeting model for email marketing campaigns that have generated over 3,300 new checking accounts and $220 million in incremental new firm assets – Led implementation of product changes, with no dedicated project funding, that will deliver over $2M in annual savings, and improved client experience – Led first update of client service communications in over 5 years

• Senior Manager - Brokerage Lending

  • Jan 2010 - Nov 2011

  San Francisco, CA Product Manager working on Margin and Securities Lending. Responsible for: – Working closely with Director, Brokerage Lending to define and support Margin strategy – Creation of Monthly Margin Dashboard, with commentary on trends & events affecting Margin – Participating in annual Planning activities with Treasury and Finance – Acting as Margin SME for new products – Working with Marketing to develop communications about margin to Schwab clients – Working with business… Show more Product Manager working on Margin and Securities Lending. Responsible for: – Working closely with Director, Brokerage Lending to define and support Margin strategy – Creation of Monthly Margin Dashboard, with commentary on trends & events affecting Margin – Participating in annual Planning activities with Treasury and Finance – Acting as Margin SME for new products – Working with Marketing to develop communications about margin to Schwab clients – Working with business partners to identify opportunities for enhancing product functionality – Conducting weekly margin balance analysis to determine trends & recommend course corrections – Conducting weekly competitive analysis to determine industry trends & drive product decisions – Presenting Margin roadmap and results to internal business partners Significant Accomplishments – Developed and launched a Margin Handbook for clients on Schwab.com – Completed major update of internal margin knowledge base – Product SME for major margin enhancement project; led Field communications effort for project – Updated and launched a monthly Margin Dashboard report, including analysis of trends – Led implementation of 2 margin promotions, including marketing, field communications, reporting and post-promotion analysis



JP Morgan Chase (formerly Washington Mutual)

• Director, Partnership Marketing

  • 2005 - 2009

  - Business owner for multiple credit card portfolios with over $900 million in managed receivables. Acted as primary day-to-day contact for clients and internal departments. - Led cross-functional team to develop and launch a major co-brand partner in retail, web and direct mail channels. Generated over $100 million in managed receivables the first program year. - Maximized P&L through forecasting, budgeting, marketing strategy, execution, and relationship management, resulting in net… Show more - Business owner for multiple credit card portfolios with over $900 million in managed receivables. Acted as primary day-to-day contact for clients and internal departments. - Led cross-functional team to develop and launch a major co-brand partner in retail, web and direct mail channels. Generated over $100 million in managed receivables the first program year. - Maximized P&L through forecasting, budgeting, marketing strategy, execution, and relationship management, resulting in net revenue of over $15 million and an 11%+ NOI in Year 2. - Executed monthly multi-channel marketing campaigns to accomplish forecasted account acquisition and ongoing performance. - Developed and communicated product strategy, including channels, pricing, and marketing to internal and external clients. - Worked on a cross-functional team to develop an innovative payment solution with responsibility for developing marketing concepts, market research, requirements, and competitive analysis. - Chosen as department representative for a major initiative to identify and implement process improvements in our marketing execution area. Implemented over 15 improvements resulting in greater efficiency and an improvement in inter-departmental relationships. - Promoted to director-level position within one year of starting at WaMu after demonstrated leadership during the signing of a major new client. Show less