Experience

Realized

• United States
• Real Estate
• 1 - 100 Employee

• Product Manager

  • Jul 2022 - Present

  Austin, Texas, United States -- Currently leading the development and launch of our proprietary risk-optimized real estate portfolios, which brings modern portfolio theory, risk analytics, and transparency to the real estate industry, allowing us to serve our clients based on their financial goals and appetite for risk -- Currently supporting the launch of Realized's business-to-business offering that allows Realized to directly support and engage with financial advisors through our open architecture real estate… Show more -- Currently leading the development and launch of our proprietary risk-optimized real estate portfolios, which brings modern portfolio theory, risk analytics, and transparency to the real estate industry, allowing us to serve our clients based on their financial goals and appetite for risk -- Currently supporting the launch of Realized's business-to-business offering that allows Realized to directly support and engage with financial advisors through our open architecture real estate investment platform consisting of model portfolios, ongoing valuation, iterative portfolio construction, performance reporting, and flexible billing solution -- Serving as product lead for a cross-functional development team consisting of frontend, backend, and quality assurance engineers -- Manager of the Realized technology roadmap which is used to ensure strategic alignment across departments and the business as a whole -- Creating wireframes (and lightweight designs) and reviewing UX team mockups to ensure business requirements are met and user experience is streamlined and consistent -- Prioritizing the product backlog, which consists of strategic development, UX and technical debt, end user feedback, and support tickets -- Collaborating directly with firm executives, subject matter experts, and external stakeholders to define business requirements, prioritize feature development, and provide guidance on product viability -- Creating release plan schedules that consist of regression testing, end user training, and deployment activities in coordination with engineering team -- Curating and managing all support-related documentation including release notes, how-to documents, training videos, etc -- Led the development and launch of Realized's first ever fee-based (AUM) offering, which includes client-specific fee schedules, custodial account setup, and ongoing performance reporting

• Product Owner

  • Mar 2021 - Jul 2022

  Austin, Texas, United States



Crowe

• United States
• Accounting
• 700 & Above Employee

• Enterprise Solutions Senior Consultant

  • Feb 2020 - Feb 2021

  Greater Chicago Area --Designed and implemented industry-tailored software solutions via the Microsoft Dynamics 365 ERP platform for large scale manufacturing and distribution companies with a focus in the metal and steel industry -- Architected the production / operations functional team for one of the largest Microsoft Dynamics 365 implementations in the world via the agile methodology for a $4b+ steel servicing client. Primary responsibilities include: + Gathered and understood stakeholder /… Show more --Designed and implemented industry-tailored software solutions via the Microsoft Dynamics 365 ERP platform for large scale manufacturing and distribution companies with a focus in the metal and steel industry -- Architected the production / operations functional team for one of the largest Microsoft Dynamics 365 implementations in the world via the agile methodology for a $4b+ steel servicing client. Primary responsibilities include: + Gathered and understood stakeholder / business requirements, including complex 3rd party integrations + Refined and prioritized the product backlog + Advised on software & operational best practices + Strategized future site roll-out timelines and activities + Organized sprint plans, KPI analyses, end-user training, and conference room pilot activities + Prioritized and managed production bugs + Designed, tested, and deployed 200+ customizations to date + Maintained project management queries and dashboards for the PMO and C-suite in Azure DevOps + Planned and managed change management activities -- Designed and managed an iteratively-built end-to-end custom software suite for a client’s entire toll processing business that was scheduled to be used at 50 more facilities and realized approximately $25,000 of revenue per day. The solution was used as a template for future base product features in Crowe’s proprietary software offering due to its comprehensive functionality. -- Internally nominated to lead the effort to develop an learning plan for all new hires around metals industry clients, including but not limited to: + Extrusion + Service centers + Wire manufacturing + Toll processors + Pipe & tube manufacturing + Precious metals / commodities + Recyclers Other involvement includes; - Micro-vertical lead for the entire M&D team in the metals extrusion industry - Campus recruiting for Vanderbilt University - Career coach for Crowe summer interns and new hires

• Enterprise Solutions Consultant

  • Aug 2018 - Feb 2020

  Chicago, Illinois, United States



Crowe

• United States
• Accounting
• 700 & Above Employee

• Performance Consulting Intern

  • Jun 2017 - Aug 2017

  Greater Chicago Area --Won a firm-wide "Shark Tank" competition by designing an add-on application that provides a company with shipping optimization opportunities from a cost and a logistical perspective --Helped design and present an inventory warehousing optimization application within 12 hours as part of a "Hackathon" pilot program



Vanderbilt University - Owen Graduate School of Management

• United States
• Higher Education
• 100 - 200 Employee

• Student Executive MBA Worker

  • Jan 2016 - Dec 2016

  Nashville, TN

• Student Consultant

  • Jun 2016 - Jul 2016

  Accelerator Summer Business Institute Selected from students nationwide to participate in a 4-week intensive business institute through Vanderbilt's MBA program, consisting of over 100 hours of classroom studies with top MBA professors and industry experts across various disciplines and 150+ hours of consulting project work in two diverse teams with four different firms



Stones River Group

• United States
• Government Relations Services
• 1 - 100 Employee

• Intern

  • Jul 2016 - Aug 2016

  Greater Nashville Area, TN



Alpha Tau Omega Fraternity

• United States
• Non-profit Organizations
• 200 - 300 Employee

• Treasurer

  • May 2016 - Jun 2016

  Vanderbilt University



Tennessee Marble Company

• United States
• Mining
• 1 - 100 Employee

• Plant Operations Assistant

  • Jun 2015 - Jul 2015

  Friendsville, TN



Cooper Standard

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Assembly Line Worker

  • May 2015 - Jul 2015

  Rockford, TN