Senior Technical Product Manager

• Sep 2022 - Present

Payments Product Manager

• Mar 2021 - Sep 2022

As the Payments Product manager my focus is in new and existing payment rails for our product suite. Specifically I have been working on the the development and integration of real-time payment rails through the RTP and FedNow networks into our Pay A Person (P2P) product. In addition to real-time payment integration I have taken on completing the UI/UX redesign of our product suite as well as taking in client feedback and determining the changes that will provide the most benefit to our client base. Additionally, I work with other internal teams to integrate features such as our AI Action Insights functionality into our products to provide client end users with a superior user experience. I am also a member of the Faster Payment Council and am participating in several working groups.

P2P Product Manager

• Sep 2017 - Dec 2020

I was responsible for the strategy, roadmap, and feature definition for the FIS Person to Person and Business to Consumer (P2P & B2C) product line which includes Zelle, People Pay and Disburse Pay. I performed market research and met with clients to determine the best direction of our products to ensure that FIS P2P products are competitive in the banking market we serve. I worked closely with our development teams to ensure that all requirements were understood and were being met. In addition I worked closely with our implementation team to provide subject mater expertise to ensure on boarding of new clients went smoothly. I also served as the subject matter expert for person to person payment products and Zelle network rule regulations and worked closely with our sales team on prospect client conversations.

P2P Product Owner

• Jun 2016 - Sep 2017

My primary responsibilities included working with Product Management to determine backlog priorities as well as define user stories and organize the agile team's product backlog to streamline the product priorities while maintaining the conceptual and technical integrity of the products. I ensured that the work we were doing met the requirements set forth by Product and met needed deadlines for delivery.

Senior Business Analyst

• Jul 2013 - Jun 2016

Initially I began working on client (internal & external) requests for enhancements to our various banking solutions as well as system defects. My primary responsibilities were gathering client requirements and working with development resources to appropriately size work effort for client requests.I then moved to a scrum team which focused specifically on the FIS person to person payment solution. Our primary function was to fix system defects as well as build out new functionality to the person to person product. My primary responsibilities were as an SME for the product as well as define requirements, create functional design documents and update client facing documentation.I then moved to newly developed mobile scrum team. The purpose of this team was to create a new mobile extension of the person to person payment product that could be implemented into the FIS mobile banking application. My primary responsibilities were to define requirements, assist in the design of the mobile extension, create functional design documents, create and maintain client facing documentation.

Service Manager

• Jul 2010 - Jun 2013

I was the key owner of BETA’s service relationship and client satisfaction. I acted as the client’s advocate, and liaised on their behalf for critical BETA resources. As a Service Manager I was responsible for logging and tracking all client work and enhancement requests, maintaining regular communication to keep clients abreast of system events and service levels, and conducted regular, on-site client visits. I managed the client relationship with key operational contacts and management levels.

Business Analyst

• Oct 2006 - Jul 2010

Business Analyst for the Broker Dealer Servicing Group (BDSG) where I worked with our brokerage clients to enhance our back office software system. I was the subject matter expert for our annuity processing system. In this position I met regularly with clients to discuss enhancement requests to define requirements and size development effort. Once requirements and sizing are determined, I would create approach and functional specification documents for the client to approve and for the development group to use as programming guidelines. I would then support the developer during development and will develop test scripts as well as test the enhancement once development is completed. I was also responsible for analyzing and writing up functional specifications for DTCC industry changes that will affected our system. This position also had me involved with client conversions on and off of our system. This required me at times, to travel to client locations for conversion and/or operational review meetings to discuss client needs and system requirements.

Business Analyst

• Aug 2004 - Oct 2006

I was responsible for allocating, managing and testing for new enhancements for the DST TA2000 system which ranged from order entry enhancements to street side processing enhancements. Other responsibilities included auditing mutual fund software settings as well as assisting in commission payouts. I also gained subject matter expertise in load & pricing structures within our system.

Mutual Fund Specialist

• Jan 2002 - Aug 2004

Worked for a transfer agency as a Mutual Fund Specialist on a team that handled over 15 different fund companies with over 50 different funds. Daily tasks included working with individual investors and financial representatives answering fund questions regarding various mutual funds and executing trades. I gained wide range of knowledge of mutual funds inner workings such as fees & expenses as well as commissions. I was also selected to take training and testing to receive my series 6 and 63 licensing.

Personal Banker

• Jan 1999 - Aug 2001

Telephone Personal Banker for M&I Support Services Handled various banking questions as well as duties of a loan officer selling home equity and auto loans. Changed positions to Online Banking Support Specialist in January 2001. Responsible for customer telephone calls and answering daily e-mail inquiries from M&I customers and outsourcing clients and for researching inquiries from outsourcing clients. Telephone Personal Banker for M&I Support Services Handled various banking questions as well as duties of a loan officer selling home equity and auto loans. Changed positions to Online Banking Support Specialist in January 2001. Responsible for customer telephone calls and answering daily e-mail inquiries from M&I customers and outsourcing clients and for researching inquiries from outsourcing clients.