Experience

WattCarbon

• United States
• Software Development
• 1 - 100 Employee

• Co-Founder & Head of Markets

  • Jan 2022 - Present



SigFig

• United States
• Software Development
• 100 - 200 Employee

• VP Product: Managed Accounts and Trading Operations

  • Apr 2020 - Jan 2022

• Head Of Product & Operations

  • Nov 2018 - Apr 2020

  Product & Operations leader for SigFig Wealth Management, an enterprise-grade B2B2C full-stack roboadvisory platform covering front-, middle-, and back-office. • Direct a team of 30 on product management, design, marketing, data science, enterprise delivery management, trading, and client support. • Lead product strategy, roadmap alignment, talent development, and implementation and rollout design, to drive greater efficiency. • Oversee trading systems, trading operations… Show more Product & Operations leader for SigFig Wealth Management, an enterprise-grade B2B2C full-stack roboadvisory platform covering front-, middle-, and back-office. • Direct a team of 30 on product management, design, marketing, data science, enterprise delivery management, trading, and client support. • Lead product strategy, roadmap alignment, talent development, and implementation and rollout design, to drive greater efficiency. • Oversee trading systems, trading operations, and client services to ensure service level agreements and meet regulatory requirements for enterprise RIA & investment platform. • Manage partner engagements for full-stack SaaS implementations, with a focus on customer-centricity to deliver outstanding partner and end-client experience. Partners include UBS, Wells Fargo, Citizens Bank. • Scale product design for B2B2C digital wealth advice product across desktop, mobile, and tablet platforms. First 18 months of B2B2C operation produced $1B in assets under management.

• Group Product Manager

  • Oct 2017 - Oct 2018

  San Francisco, California Led a team of product managers and oversee SigFig’s enterprise trading algorithm (Digital Advice), developing scalable and resilient trading and data platforms.

• Director, Research & Algorithms

  • Mar 2015 - Oct 2017

  San Francisco, CA Responsible for SigFig’s algorithms roadmap and product development. Led the integrations for SigFig's enterprise trading platform, engaging with institutional partners for SaaS discovery, design, functional spec, QA, and implementation.

• Chief Compliance Officer

  • Apr 2014 - Mar 2015

  San Francisco, CA Brought investment compliance function in-house, developed compliance program for wealth management and portfolio tracking. Responsible for conflict of interest resolution, enforcement of code of ethics and development and oversight of corporate policies and procedures.

• Product Manager, Financial Products

  • Aug 2013 - Mar 2015

  San Francisco, CA Led the development of SigFig’s Automated Investment Management Service (Digital Advice). Built front-end and back-end applications providing investors with portfolio analysis (Guidance), advanced tax-sensitive trading algorithms (Tax Loss Harvesting), and user-researched risk tolerance questionnaire (RTQ) and scoring methodology.



East Carolina University

• United States
• Higher Education
• 700 & Above Employee

• Assistant Professor of Finance

  • Aug 2010 - May 2013

  Greenville, NC Researched trading algorithms & mutual fund performance analysis. Carried full MBA / BA teaching loads in Investments & Financial Management. Created online course for Financial Management.



University of Florida

• United States
• Higher Education
• 700 & Above Employee

• Graduate Research Assistant

  • Aug 2005 - Jul 2010

  Gainesville, FL Led research on banking obligations in CDS market. Hand-collected CDS dataset and created data tables, charts, and written analysis for published research paper. Explored statistical analysis of credit ratings, capital structure, and leverage. Selected, hired, and managed team of 42 undergraduate teaching assistants delivering instruction to 3,000 students (2005-2006).



Capitalink Ltd UK

• Financial Services
• 1 - 100 Employee

• Financial Analysis Intern

  • 2004 - 2004

  Coral Gables, FL Capitalink provides boutique investment banking services to large and medium companies, including fairness opinions, valuations, and financial analysis services. Created LBO model & template, conducted due diligence, DCF, and valuation analysis. Drafted pitch decks for private & public companies.



CampusWorks, Inc.

• United States
• Information Technology & Services
• 100 - 200 Employee

• Manager

  • 2002 - 2003

  Sarasota, FL CampusWorks provides enterprise-level technology consulting services for universities in the U.S. and Canada. Developed and executed financial planning (budgeting, forecasting, and analysis) process for technology implementations. Conducted multi-channel marketing campaigns. Led 5 successful RFPs.



New South Ventures

• United States
• IT Services and IT Consulting

• Associate

  • 2000 - 2002

  Sarasota, FL New South Ventures provides early-stage funding and management consulting for Florida-based technology startups. Managed investment review process from qualification through funding. Modeled financial projections, presented analysis, drafted term sheets.