Experience

MyVest

• United States
• Software Development
• 1 - 100 Employee

• Chief Product Officer

  • Mar 2022 - 1 year 10 months

  San Francisco Bay Area

• Vice President of Product Management

  • Sep 2010 - Mar 2022

  San Francisco Bay Area Manage a sophisticated enterprise software platform that allows financial advisors to provide personalized portfolio management at scale. Develop the vision for the product, set priorities for the engineering team and oversee the development and testing of new features and products. • Responsible for strategic direction of MyVest’s software offering including all product development from initial conception to deployment • Creation of enterprise platform offering solutions for all… Show more Manage a sophisticated enterprise software platform that allows financial advisors to provide personalized portfolio management at scale. Develop the vision for the product, set priorities for the engineering team and oversee the development and testing of new features and products. • Responsible for strategic direction of MyVest’s software offering including all product development from initial conception to deployment • Creation of enterprise platform offering solutions for all wealth segments from a robo advisor offering through fully customizable portfolio creation and management. • Managed implementation of new SDLC process resulting in improved planning, greater accuracy on development estimates, reduction in defects and improved time to market • Designed a conversion process using web services that reduced customer conversion time from months down to a single weekend • Managed customer conversions, adding tens of thousands of accounts and several billion dollars in assets to our platform • Work directly with engineering to optimize the release cycle using an Agile framework and a SaaS delivery model • Overseeing system upgrade to HTML5 in parallel with a UI/UX redesign to create more efficient workflows



Structural Investment Management

• Information Technology & Services

• Vice President

  • Nov 2009 - Sep 2010

  • Designed web-based software system to automatically assess fixed income instruments, generate trade orders for brokers, insure adherence to compliance rules and track holdings for clients • Managed product development from initial conception to deployment • Development process managed in a Scrum environment • SaaS model with service oriented architecture • Member of strategy committee focused on market opportunity and resource allocation • Wrote all product requirement… Show more • Designed web-based software system to automatically assess fixed income instruments, generate trade orders for brokers, insure adherence to compliance rules and track holdings for clients • Managed product development from initial conception to deployment • Development process managed in a Scrum environment • SaaS model with service oriented architecture • Member of strategy committee focused on market opportunity and resource allocation • Wrote all product requirement documents for engineering team based on business needs • Integrated product to third-party APIs • Developed product roadmap and worked with executive management team on prioritization • Enabled business to grow from $300 million to over $1.4 billion in assets under management • Profit and loss responsibility for the business unit Show less



Cowen and Company, LLC

• United States
• Investment Banking
• 1 - 100 Employee

• Associate

  • Sep 2007 - May 2009

  • Represented clients in a variety of transactions including mergers, acquisitions, IPOs, follow-ons, hostile takeover defenses, private placements, fairness opinions and leveraged buy outs • Leveraged my experience in the technology sector to assist clients in positioning their companies in sell-side marketing documents, prospectuses and road show presentations • Advised clients on potential acquisition targets including integration of target company technology, fit with client roadmap… Show more • Represented clients in a variety of transactions including mergers, acquisitions, IPOs, follow-ons, hostile takeover defenses, private placements, fairness opinions and leveraged buy outs • Leveraged my experience in the technology sector to assist clients in positioning their companies in sell-side marketing documents, prospectuses and road show presentations • Advised clients on potential acquisition targets including integration of target company technology, fit with client roadmap, cultural fit and cost analysis to build similar technology • Routinely performed advanced financial analysis including merger consequences, valuation analysis, accretion-dilution and LBO models • Managed all aspects of transactions including strategic analysis, financial modeling, due diligence, drafting of SEC documents and supervising deal team • Supervised all of the analysts in technology investment banking • Series 7 • Series 63 Show less



SVB Alliant

• Investment Banking
• 1 - 100 Employee

• Associate

  • Dec 2005 - Aug 2007

  Investment banking specializing in M&A and private placement in the technology sector.



Blue Pumpkin Software

• Software Development
• 1 - 100 Employee

• Senior Project Manager

  • Oct 2000 - Jun 2005

  •Managed the majority of active customer implementations; created project plans, hardware architecture design, model design documents and test plans •Managed team of Application Consultants, Trainers, Installers, and Tech Support •Developed service offerings and associated pricing for Blue Pumpkin products, professional services, and custom development •Implemented service offerings for partner deals •Managed customer satisfaction survey process to ensure continued feedback from… Show more •Managed the majority of active customer implementations; created project plans, hardware architecture design, model design documents and test plans •Managed team of Application Consultants, Trainers, Installers, and Tech Support •Developed service offerings and associated pricing for Blue Pumpkin products, professional services, and custom development •Implemented service offerings for partner deals •Managed customer satisfaction survey process to ensure continued feedback from customers •Provided workforce management consulting services for Fortune 500 companies Show less



Peace Corps

• United States
• International Affairs
• 700 & Above Employee

• Volunteer

  • 1998 - 2000

  Solomon Islands



Lockheed Martin Space Operations

• Experiment Project Engineer

  • Mar 1996 - Nov 1998

  •Performed project engineering functions for NASA biomedical hardware including market surveys, proposal writing, development of project schedules and budget, hardware design, testing, fabrication, and delivery within an ISO9001 environment •Project manager of numerous experiments in varying stages of development •Trained payload and orbiter astronaut crew, ensured crew and vehicle safety, and provided in-flight console support for ongoing biomedical experimentation •Functionally… Show more •Performed project engineering functions for NASA biomedical hardware including market surveys, proposal writing, development of project schedules and budget, hardware design, testing, fabrication, and delivery within an ISO9001 environment •Project manager of numerous experiments in varying stages of development •Trained payload and orbiter astronaut crew, ensured crew and vehicle safety, and provided in-flight console support for ongoing biomedical experimentation •Functionally tested hardware and software at Kennedy Space Center upon integration with Space Lab component; work primarily done in clean room environment Show less