Experience

AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Vice President, Cash Management & Lending Solutions

  • Feb 2023 - Present

  Concord, California, United States



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Asset Management Services Strategy & Implementation

  • 2019 - 2021

  San Francisco Bay Area • Gained executive alignment on roadmap to drive $1B in new revenue by 2030 by uncovering and prioritizing top investment opportunities. • Developed ultra-high-net-worth cash strategy that resulted in repricing $35B in money market funds and the launch of 2 new SMAs, leading to a significant increase in client and field satisfaction. • Obtained buy-in and multi-million dollar investment to launch a retail alternative investment offer by leading a cross-functional team of ~40 people that… Show more • Gained executive alignment on roadmap to drive $1B in new revenue by 2030 by uncovering and prioritizing top investment opportunities. • Developed ultra-high-net-worth cash strategy that resulted in repricing $35B in money market funds and the launch of 2 new SMAs, leading to a significant increase in client and field satisfaction. • Obtained buy-in and multi-million dollar investment to launch a retail alternative investment offer by leading a cross-functional team of ~40 people that developed the strategy, business case and implementation plan to guide the effort.

• Managing Director, Digital Offer Management

  • 2018 - 2019

  San Francisco Bay Area • Drove $1B+ in flows in the first year of operation by leading a large, complex, cross-functional effort to develop and launch Schwab Intelligent Income, a major extension of Schwab’s industry-leading robo advisor offer. • Developed MVP requiring ~$10M investment based on rigorous research in partnership with product owners & CX teams using Agile methodology. • Designed go-to-market strategy in coordination with sales & marketing leadership and successfully led rollout effort to over… Show more • Drove $1B+ in flows in the first year of operation by leading a large, complex, cross-functional effort to develop and launch Schwab Intelligent Income, a major extension of Schwab’s industry-leading robo advisor offer. • Developed MVP requiring ~$10M investment based on rigorous research in partnership with product owners & CX teams using Agile methodology. • Designed go-to-market strategy in coordination with sales & marketing leadership and successfully led rollout effort to over 9,000 sales and service professionals. • Secured launch approval from multiple risk committees by mitigating risks inherent to the offer in close collaboration with legal, compliance, and supervision & controls.

• Managing Director, Fixed Income Product Management

  • 2014 - 2018

  San Francisco Bay Area • Drove 300% increase in net new assets and 200% increase in solutions flow by overseeing expansion and evolution of $200B+ fixed income product offering. • Drove multiple digital enhancements & process redesign efforts that saved sales and service reps 67+ hours a day collectively, allowing reps to spent that time on more valuable activities while significantly improving the client experience • Generated 100-400% increase in site traffic, time on site, and engagement by overseeing the… Show more • Drove 300% increase in net new assets and 200% increase in solutions flow by overseeing expansion and evolution of $200B+ fixed income product offering. • Drove multiple digital enhancements & process redesign efforts that saved sales and service reps 67+ hours a day collectively, allowing reps to spent that time on more valuable activities while significantly improving the client experience • Generated 100-400% increase in site traffic, time on site, and engagement by overseeing the redesign of the fixed income presence on Schwab.com. • Realized $300M+ in net new assets and $200M+ in solutions flow by partnering with marketing and field leadership to create an innovative campaign designed to increase engagement with over 1,300+ financial consultants. • Earned the Excellence in Leadership Award (2017), a peer nominated award given to 10 leaders annually for driving digital modernization and field engagement efforts.



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Director, Senior Investment Strategist

  • 2011 - 2013

  • Partnered with sales and platform wholesaler teams to drive $1.5B+ net flows (15% increase) to the Lifepath Mutual fund series over 2 years. • Secured funding and led design of a digital tool that enabled advisors to compare and evaluate target date funds to identify the strategy that best matched their needs.

• Vice President, Retirement Platforms and Strategy

  • 2008 - 2011

  • Co-led internal start-up business that achieved $6B assets under management and realized $15M in annual revenue by 2011. • Forged foundational partnerships with 3 custodial platforms and recordkeepers, resulting in 100+ recordkeepers offering ETFs as a 401(k) investment option for the first time.

• Associate, New Business Strategy

  • 2006 - 2008

  • Drove and improved bottom-line results by managing the development of new business opportunities with the potential to enhance iShares' profitability.



Amazon

• United States
• Software Development
• 700 & Above Employee

• MBA Intern - Senior Financial Analyst

  • 2005 - 2005

  Seattle, WA • Drove and improved bottom-line results by spearheading and identifying the most effective promotion strategies for Amazon’s consumer electronics division.



Northwest Airlines

• Airlines and Aviation
• 700 & Above Employee

• MBA Consultant

  • 2005 - 2005

  Narita, Japan • Cultivated continuous improvement by designing a process that reduced aircraft ground time at Narita International Airport by 18%, resulting in increased asset utilization & $700k in annual savings.



Nasdaq

• United States
• Financial Services
• 700 & Above Employee

• Associate Director, Economic Research

  • 2000 - 2003

  • Improved proprietary trading system market share at the close by 50% through development of the NASDAQ Official Closing Price (patented). • Enabled $60M+ in regulatory expense savings to be captured by designing a strategy in response to competitive forces via other exchanges. • Developed an innovative data enhancement tool that combed through millions of trades and quotes a day to determine a detailed understanding of who was trading & how, crucial information used by our sales team… Show more • Improved proprietary trading system market share at the close by 50% through development of the NASDAQ Official Closing Price (patented). • Enabled $60M+ in regulatory expense savings to be captured by designing a strategy in response to competitive forces via other exchanges. • Developed an innovative data enhancement tool that combed through millions of trades and quotes a day to determine a detailed understanding of who was trading & how, crucial information used by our sales team to guide their business development efforts. • Served as internal consultant supplying detailed analysis to support senior leadership decision-making; promoted 2x from Research Analyst to Associate Director and awarded President’s award 2x due to outstanding performance. Show less



LECG

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Associate

  • 1998 - 2000

  • Provided support to eyewitnesses in antitrust and IP cases through rigorous economic analysis