Lauren Ochoa
Vice President of Product Management at Alto- Claim this Profile
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Bio
Credentials
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Certified Scrum Product Owner (CSPO)
Scrum Alliance -
Chartered Financial Analyst (CFA)
CFA Institute
Experience
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Alto
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United States
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Financial Services
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1 - 100 Employee
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Vice President of Product Management
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May 2023 - Present
Head of product management and product design teams across growth, experience, alternative & crypto products, platform. (B2C & B2B2C) Head of product management and product design teams across growth, experience, alternative & crypto products, platform. (B2C & B2B2C)
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Acorns
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United States
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Financial Services
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300 - 400 Employee
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Product Management - Head of Investment Products
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Sep 2020 - Mar 2023
Lead vision, strategy and own roadmap for Investments Products at Acorns Financial (taxable, retirement, kid investment and self-directed products). Own frontend and backend platform Lead vision, strategy and own roadmap for Investments Products at Acorns Financial (taxable, retirement, kid investment and self-directed products). Own frontend and backend platform
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Vice President - Product Management
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Jun 2013 - Sep 2020
Lead product, strategy and market expansion initiatives Developed and commercialized new fintech solutions (wealthtech/insuretech), including leading new partnership, investment opportunities and launching new digital products Focus areas: D2C goal planning and investing products with a focus on retirement and B2B2C financial planning software tools for financial advisors Lead product, strategy and market expansion initiatives Developed and commercialized new fintech solutions (wealthtech/insuretech), including leading new partnership, investment opportunities and launching new digital products Focus areas: D2C goal planning and investing products with a focus on retirement and B2B2C financial planning software tools for financial advisors
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Cantillon Capital Management LLC
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Investment Management
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1 - 100 Employee
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Equity Analyst Intern
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Jun 2012 - Aug 2012
Long-only absolute oriented global equity fund Long-only absolute oriented global equity fund
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Credit Suisse
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Switzerland
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Banking
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700 & Above Employee
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Private Equity Investment Analyst, The Customized Fund Investment Group
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Oct 2009 - Jul 2011
Private equity co-investments and fund manager commitments Chaired investment committee, sourcing and completing extensive industry research, company and financial due diligence on investment opportunities across industry sectors Private equity co-investments and fund manager commitments Chaired investment committee, sourcing and completing extensive industry research, company and financial due diligence on investment opportunities across industry sectors
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Equity Research Analyst, Airlines Group
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Jun 2007 - Oct 2009
Performed fundamental equity research on companies in the Airline and Aircraft Lessor industries with a top Institutional Investor ranked analyst. Developed and forecasted company financial models, performed company valuation analysis and tracked industry trends Performed fundamental equity research on companies in the Airline and Aircraft Lessor industries with a top Institutional Investor ranked analyst. Developed and forecasted company financial models, performed company valuation analysis and tracked industry trends
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Equity Research Intern, Transportation & Logistics Group
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Jun 2006 - Aug 2006
Performed fundamental equity research on companies in the Transportation industry (trucking, shipping, airfreight, rail) with a top Institutional Investor ranked analyst. Developed and forecasted company financial models, performed company valuation analysis and tracked industry trends Performed fundamental equity research on companies in the Transportation industry (trucking, shipping, airfreight, rail) with a top Institutional Investor ranked analyst. Developed and forecasted company financial models, performed company valuation analysis and tracked industry trends
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GE
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United States
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Industrial Machinery Manufacturing
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700 & Above Employee
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Advanced Manufacturing Engineering Intern, GE Aviation
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Jan 2005 - May 2005
Full-time co-op internship during undergraduate at aircraft engine MRO facility Full-time co-op internship during undergraduate at aircraft engine MRO facility
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Education
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2011 - 2013
Harvard Business School
Master of Business Administration - MBA -
2011 - 2013
Harvard University
Master of Business Administration - MBA -
Penn State University
Bachelors of Science, College of Engineering, Industrial Engineering
Community
