Experience

MyVest

• United States
• Software Development
• 1 - 100 Employee

• Senior Director, Product Management

  • Oct 2021 - Present

• Director, Product Management

  • Jan 2018 - Oct 2021

• Product Manager

  • Jul 2016 - Dec 2017

  • Serve as Product Manager lead for the Operations Applications segment of the MyVest Strategic Portfolio System platform.• Develop product roadmap in line with company vision and objectives; build consensus on prioritization and defined deliverables.• Convert client business needs into product requirements and work closely with engineering, design, and customer success to execute timely feature delivery. • Work with sales team and key internal stakeholders to identify strategic opportunities for new product lines and initiatives.

• Associate Product Manager

  • Apr 2015 - Jun 2016

  • Gather and define customer product requirements. Reconcile client needs with product vision and develop corresponding project plans.• Engage development team in estimation process for client driven and internally driven projects. • Work closely with engineering, sales, and operations team to ensure timely delivery of features and alignment with product roadmap.• Correspond with client throughout product life-cycle to communicate project status, assess changes in project requirements, and incorporate feedback from client reviews and demos.• Serve as subject matter expert during client discovery and production of solution documents for client on-boarding.

• Operations Data Specialist / Product Business Analyst

  • Oct 2011 - Apr 2015

  • Provided product team support by drafting customer requirements and working internally to advance client projects.• Creation and maintenance of SQL queries to provide scalable client reports and internal business intelligence data.• Performed in-depth data analysis on underlying relational databases to ensure code stability for platform releases.• Executed user acceptance testing focused on performance, billing, and reporting platform components for all releases.• Served as point person for client support queries leading to a dramatic reduction in query volume while platform AUM grew to over $14 billion.• Supported operational and data needs for internal sales team.



Brown Brothers Harriman

• United States
• Financial Services
• 700 & Above Employee

• Senior Operations Analyst

  • Nov 2009 - Jun 2011

  • Performed in-depth analyses of processing metrics and industry activity to support and guide business strategy for the Operations division. Utilized data to identify new product opportunities and process improvements. Presented findings in quarterly client-facing reports.• Served as business lead for end-to-end development of product enhancements and internal system upgrades. Coordinated cross-departmentally to ensure successful deployment and product evangelization.• Aggregated user feedback and conducted trend analysis following product launches. Maintained issue logs and tracking of system defects for product refinement.• Designed and implemented internal training classes to enhance department’s human capital. Developed and presented business plans to staff and ensured budgeting goals and key metrics were met.

• Lead Operations Specialist

  • 2007 - Nov 2009

  • As lead for the Quality Management Team, oversaw implementation of enhanced procedures and workflows to improve analysis of market trends and vendor performance. Mentored 5 new team members. Tapped for a project development team established to support a new and completely scalable client product line. • Worked with the Client Service Team and served in a specialized product expert role dedicated to a new client. Bridged internal lines of business to improve products and services. Achieved 40% decrease in client issues within first year of the business relationship. • Selected as member of newly developed Corporate Actions Product Expert (CAPE) Team, a group designed to provide specialized client service, product development, and targeted market expertise.

• Operations Specialist

  • 2005 - 2007

  • Reconciled and approved financial data and corporate action details for client release. As main approver facing year over year volume increase, improved timeliness of notifications to clients by 27%.• As a founding member of the Quality Management Team, created infrastructure of procedures and volume-tracking metrics to evaluate firm’s external vendors. Performed in-depth analysis of results for review by senior management.



Firestream WorldWide

• United States
• Oil and Gas
• 1 - 100 Employee

• Quality Assurance Analyst

  • Jun 2004 - Feb 2005

  • Performed database maintenance and software testing on multiple modules using Sybase Adaptive Server and Microsoft SQL Server. Created detailed test cases and functioned as liaison between off-site programmers and project management to ensure timeliness and quality of client deliverables.• Revamped help documentation for the entirety of Firestream’s Windows product suite. • Performed database maintenance and software testing on multiple modules using Sybase Adaptive Server and Microsoft SQL Server. Created detailed test cases and functioned as liaison between off-site programmers and project management to ensure timeliness and quality of client deliverables.• Revamped help documentation for the entirety of Firestream’s Windows product suite.



Vassar College

• United States
• Higher Education
• 700 & Above Employee

• Computer Science Coach and Course Assistant

  • Sep 2002 - May 2004

  Supervised laboratory programming sessions. Participated in weekly meetings with department faculty and provided students with individual consultation and peer coaching on course assignments. Supervised laboratory programming sessions. Participated in weekly meetings with department faculty and provided students with individual consultation and peer coaching on course assignments.



Firestream WorldWide

• United States
• Oil and Gas
• 1 - 100 Employee

• Project Management Intern

  • Jun 2002 - Aug 2002

  Reported to the Director of Project Management and gained valuable experience by preparing agendas and minutes for weekly product management meetings and providing oversight for FireStream's current projects. Reported to the Director of Project Management and gained valuable experience by preparing agendas and minutes for weekly product management meetings and providing oversight for FireStream's current projects.



Mastercard

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Human Resources Temp

  • Jun 2001 - Aug 2001

  Organized employee files to comply with new company standards and successfully implemented a new filing system for employee records ahead of schedule. Organized employee files to comply with new company standards and successfully implemented a new filing system for employee records ahead of schedule.