Director of Product Management

• Jan 2022 - Present

Technical Business Analyst

• May 2021 - Jan 2022

Senior Implementation Manager

• Feb 2018 - May 2021

* Implement key B2B clients and partners on open architecture financial management platform * Coordinate with vertically integrated teams (Investments, Development, Product, etc.) to achieve KPIs * Communicate technical requirements and deliverables to clients and relevant internal teams * Compose implementations for maximum scalability * Organize project timelines and prioritize development scope per implementation SaaS tools leveraged daily include: * Jira and… Show more * Implement key B2B clients and partners on open architecture financial management platform * Coordinate with vertically integrated teams (Investments, Development, Product, etc.) to achieve KPIs * Communicate technical requirements and deliverables to clients and relevant internal teams * Compose implementations for maximum scalability * Organize project timelines and prioritize development scope per implementation SaaS tools leveraged daily include: * Jira and Confluence * MySQL * Power BI

AVP of Product Development

• Dec 2016 - Feb 2018

-Employing Scrum methodology to design and deploy our RobustWealth platform's newest features -Product workflows, charting, SQL specs -Integrations: custodial, vendor, bank, BDs and CRMs -Client-facing B2B Sales (prospective clients range to over $690B AUM) -Building out RobustWealth's community bank offering -Designing Enterprise-level B2B2B platform capabilities

East Coast Regional Director of Operations (Seasonal)

• Jul 2012 - Aug 2016

Regional Director -Operations management, staff placement and training, budget oversight, contract negotiation, strategic marketing and logistics coordination -Software experience: Salesforce, Expensify, Canvas HTML-based LMS -Oversee 8 Program Directors on the East Coast who themselves oversee approximately 200 staff -Data-driven results: 8% increase in client satisfaction at locations -Google Drive integration with Salesforce to maximize efficiency through autopopulation of… Show more Regional Director -Operations management, staff placement and training, budget oversight, contract negotiation, strategic marketing and logistics coordination -Software experience: Salesforce, Expensify, Canvas HTML-based LMS -Oversee 8 Program Directors on the East Coast who themselves oversee approximately 200 staff -Data-driven results: 8% increase in client satisfaction at locations -Google Drive integration with Salesforce to maximize efficiency through autopopulation of data -Networked for curriculum subscription marketing Curriculum Developer for Youth and Adult eLearning -Regional Director LMS -Adventures in Engineering & Rocket Science Lead Instructor -Taught classes on digital media software including Logic Pro, Autocad Maya, KSP, Multimedia Fusion 2, and NXT Mindstorms Lego Robotics Show less Regional Director -Operations management, staff placement and training, budget oversight, contract negotiation, strategic marketing and logistics coordination -Software experience: Salesforce, Expensify, Canvas HTML-based LMS -Oversee 8 Program Directors on the East Coast who themselves oversee approximately 200 staff -Data-driven results: 8% increase in client satisfaction at locations -Google Drive integration with Salesforce to maximize efficiency through autopopulation of… Show more Regional Director -Operations management, staff placement and training, budget oversight, contract negotiation, strategic marketing and logistics coordination -Software experience: Salesforce, Expensify, Canvas HTML-based LMS -Oversee 8 Program Directors on the East Coast who themselves oversee approximately 200 staff -Data-driven results: 8% increase in client satisfaction at locations -Google Drive integration with Salesforce to maximize efficiency through autopopulation of data -Networked for curriculum subscription marketing Curriculum Developer for Youth and Adult eLearning -Regional Director LMS -Adventures in Engineering & Rocket Science Lead Instructor -Taught classes on digital media software including Logic Pro, Autocad Maya, KSP, Multimedia Fusion 2, and NXT Mindstorms Lego Robotics Show less

Tutor

• Oct 2012 - Apr 2016

-Tutored SAT prep courses, Geometry, Algebra 2, Trig, Reading, Writing, and all elementary subjects -Average overall point increase of 150-250 -Tutored SAT prep courses, Geometry, Algebra 2, Trig, Reading, Writing, and all elementary subjects -Average overall point increase of 150-250

Personal Fitness Trainer

• Sep 2012 - Apr 2013

-Trained clients using personalized plans crafted according to desired goals -Trained clients using personalized plans crafted according to desired goals

Teacher

• Aug 2010 - Jul 2012

TEACH FOR AMERICA - 2010 corps member 5th Grade Science & 4th Grade Writing at The Rusk School -Infused data-driven instruction with student-centered classroom culture to attain 89% student passing rate with 38% commended at the end of the year -Students demonstrated a 78% increase in their passing rates and a 38% increase in their commended rates -Campus lead science teacher, IEP Behavioral Modification Committee member, CSTEM and Chess teams coach TEACH FOR AMERICA - 2010 corps member 5th Grade Science & 4th Grade Writing at The Rusk School -Infused data-driven instruction with student-centered classroom culture to attain 89% student passing rate with 38% commended at the end of the year -Students demonstrated a 78% increase in their passing rates and a 38% increase in their commended rates -Campus lead science teacher, IEP Behavioral Modification Committee member, CSTEM and Chess teams coach

Intern

• May 2009 - Aug 2009

-Served in the Victim Services, Pretrial, Sexual Offenders and Domestic Violence Units -Advocated on behalf of crime victims by organizing and securing restitution payments -Communicated rights and available services to victims -Developed and implemented organizational system for case files to maximize efficiency -Served in the Victim Services, Pretrial, Sexual Offenders and Domestic Violence Units -Advocated on behalf of crime victims by organizing and securing restitution payments -Communicated rights and available services to victims -Developed and implemented organizational system for case files to maximize efficiency