Experience

MyVest
• United States
• Software Development
• 1 - 100 Employee
• Product Management Director

  • Jun 2022 - Present


AdvisorEngine

• United States
• Financial Services
• 1 - 100 Employee

• Senior Product Manager

  • Jan 2017 - Feb 2022

  Integration specialist covering all aspects of data and document workflows between custodians, pricing & securities vendors, analytic partners and our portfolio management products. Including end to end digital account opening, funding and account transfers, trading/rebalancing and digital billing directly with a custodian. Integration specialist covering all aspects of data and document workflows between custodians, pricing & securities vendors, analytic partners and our portfolio management products. Including end to end digital account opening, funding and account transfers, trading/rebalancing and digital billing directly with a custodian.



XO Group Inc.

• United States
• Online Media
• 200 - 300 Employee

• Product Manager

  • Apr 2008 - Mar 2016

  Led a product team creating user first, responsive and native iOS & Android , content-powered experiences including Search and Real Weddings. Led a product team creating user first, responsive and native iOS & Android , content-powered experiences including Search and Real Weddings.



Susquehanna International Group, LLP (SIG)

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Dec 2002 - Apr 2008

  Championed service oriented solutions architecture across business units at the firm including building a repository for the suite of SOA web services and mentoring a growing team of analysts and technology partners on service reuse and best practices. Represented team in various firm-wide initiatives such as CRM for the Institutional Brokerage and Investment Banking businesses, OMS integration across business units and ETL engine development Championed service oriented solutions architecture across business units at the firm including building a repository for the suite of SOA web services and mentoring a growing team of analysts and technology partners on service reuse and best practices. Represented team in various firm-wide initiatives such as CRM for the Institutional Brokerage and Investment Banking businesses, OMS integration across business units and ETL engine development



TAHO Commerce Group

• United States
• Media Production

• Business Analyst

  • 2000 - 2003

  Facilitated the design and creation of a standardized set of interface adapters relaying information in both real-time and batch from any source back office, order management or portfolio management system to a centralized engine powering all cost basis and wealth platform functions Facilitated the design and creation of a standardized set of interface adapters relaying information in both real-time and batch from any source back office, order management or portfolio management system to a centralized engine powering all cost basis and wealth platform functions


CheckFree Investment Services
• Acct Manager, Analyst

  • 1997 - 2000