Experience

Grata

• United States
• Software Development
• 1 - 100 Employee

• VP of Product Management (Head of Product)

  • Mar 2023 - 10 months

  New York, United States Private company search engine and private market intelligence tool to find, research & engage with middle market investment opportunities for dealmakers. Head of Product Management, Product Design and Data Operations. Employee at ~25 Skills: Software as a Service (SaaS) · Startups · Leadership · Product Management · Machine Learning · Artificial Intelligence (AI) · Business-to-Business (B2B)

• Director of Product (Head of Product)

  • Aug 2021 - Mar 2023

  New York, United States



OakNorth Credit Intelligence

• United Kingdom
• Information Technology & Services
• 200 - 300 Employee

• Lead Product Manager

  • Dec 2020 - Aug 2021

  OakNorth, one of Europe's fastest-growing FinTechs, is the next-generation credit and monitoring platform that provides banks and lending institutions with the insight and foresight needed to create a better borrowing experience for the Missing Middle – the growth business who are the backbones of communities and economies globally but who have been in banking’s blind spot for decades.



IHS Markit

• United Kingdom
• Information Services
• 700 & Above Employee

• Associate Director in Product

  • Aug 2018 - Dec 2020

  Greater New York City Area *Ipreo was acquired by IHS Markit in August 2018 Associate Director of Product for iLEVEL Solutions, a cloud-based SaaS solution for institutional investors in the Private Capital markets (e.g. Venture Capitalists). The product allows investors to view their portfolio of assets, streamlines data and document collection, enables portfolio monitoring, web and mobile-based investor reporting, provides investment insights, valuations, integrations with third-party platforms, and… Show more *Ipreo was acquired by IHS Markit in August 2018 Associate Director of Product for iLEVEL Solutions, a cloud-based SaaS solution for institutional investors in the Private Capital markets (e.g. Venture Capitalists). The product allows investors to view their portfolio of assets, streamlines data and document collection, enables portfolio monitoring, web and mobile-based investor reporting, provides investment insights, valuations, integrations with third-party platforms, and more. • Establish and drive the various roadmaps of iLEVEL's core functionality including multiple data collection mechanisms, authentication/SSO, and Web Services (API) product offerings • Direct product development initiatives utilizing user and competitive research, business case development, scoping, and all phases of the product development lifecycle across multiple SCRUM teams • Manage and mentor product owners to drive forward platform-wide initiatives including a UX initiative to revamp core functionality of iLEVEL to reduce churn by 15% • Collaborate with cross-functional teams such as UX designers and engineering teams to create a compelling storied for new feature development • Manage product backlogs and drive prioritization of development tasks and measure adoption, usage data, and business impact of launches • Led the successful implementation of user analytics software such as Pendo and Google Analytics to drive forward a culture of data-driven analytics across the organization Show less



Ipreo Private Capital Markets

• United States
• Software Development
• 1 - 100 Employee

• Associate Director Product Development

  • Mar 2018 - Aug 2018

  Greater New York City Area *Ipreo was acquired by IHS Markit in August 2018 Associate Director of Product for iLEVEL Solutions, a cloud-based solution (SaaS) built specifically for the private capital markets which enable solutions for portfolio assessment, investor reporting, operating metrics, and investment performance.

• Product Manager, Web Services (API) and Data Collection

  • Jun 2016 - Mar 2018

  Greater New York City Area Product Owner for iLEVEL Solutions, a cloud-based solution (SaaS) built specifically for the Private Capital markets which enables portfolio management, analytic tools to determine valuation, performance and workflow reporting, publishing and data collection features. • Drive the direction of iLEVEL's data collection and Web Services product offerings • Conduct qualitative research to uncover user needs to drive product features • Collaborate with UI/UX designers and… Show more Product Owner for iLEVEL Solutions, a cloud-based solution (SaaS) built specifically for the Private Capital markets which enables portfolio management, analytic tools to determine valuation, performance and workflow reporting, publishing and data collection features. • Drive the direction of iLEVEL's data collection and Web Services product offerings • Conduct qualitative research to uncover user needs to drive product features • Collaborate with UI/UX designers and engineering teams to wireframe, prototype and build features • Uses strong presentation, communication, and storytelling skills while working with clients and cross-functional teams • Manage the product backlog and road-map for Web Services (API) and data collection features • Lead product development initiatives utilizing user and competitive research, business case development, scoping, and all phases of the product development lifecycle • Define product specifications, establish milestones, and manage quality assurance activities for a cross-functional team



Moody's Investors Service

• United States
• Financial Services
• 200 - 300 Employee

• Associate Analyst 1 (Senior Product Manager)

  • Apr 2015 - Jun 2016

  Greater New York City Area • Served on a multi-year, roadmap project to deliver a technology solution which will harmonize and standardize the analytic processes across Moody’s Investor Service • Liaise with stakeholders and SMEs by presenting drafted User Stories, tracking progress per Sprint, and providing detailed responses to questions from the stakeholders • Interact with users to understand their needs to drive product planning • Present current and future capabilities to both internal… Show more • Served on a multi-year, roadmap project to deliver a technology solution which will harmonize and standardize the analytic processes across Moody’s Investor Service • Liaise with stakeholders and SMEs by presenting drafted User Stories, tracking progress per Sprint, and providing detailed responses to questions from the stakeholders • Interact with users to understand their needs to drive product planning • Present current and future capabilities to both internal audiences • Facilitate software development projects by working with the developers • Design the product enhancements and communicate designs orally and through diagrams and mock-ups • Helped to define the Scope, Business Objectives and Success Criteria for a project steam within the larger program initiative • Facilitate and participate in pre-work sessions to document and synthesize current business practices • Synthesize current state pain points to develop a future state framework to reduce inefficiencies • Draft User Stories, refined User Stories and added detail such as Acceptance Criteria and necessary mock-ups • Accustomed to driving results in collaborative, cross-functional environment without needing instruction or oversight

• Associate Analyst 2 (Product Manager)

  • Oct 2013 - Apr 2015

  Greater New York City Area • Served as the lead for a $1 million+ project delivering a technology solution for the Public Finance Group • Led and coordinated the Requirements Gathering workshops to aid in authoring of the Business Requirements and drafting current and future state process flows • Liaised with developers to ensure their understanding of the business needs • Liaised with various stakeholders and SMEs to ensure their needs are met through the development of the application • Actively… Show more • Served as the lead for a $1 million+ project delivering a technology solution for the Public Finance Group • Led and coordinated the Requirements Gathering workshops to aid in authoring of the Business Requirements and drafting current and future state process flows • Liaised with developers to ensure their understanding of the business needs • Liaised with various stakeholders and SMEs to ensure their needs are met through the development of the application • Actively participated in the User Acceptance Testing by providing guidance on the UAT strategy for the business and providing background to enable successful UAT sessions • Performed UAT testing, tracked all open issues and conferred with the developers to close out open issues • Served as a co-Project Manager for a project to document current business processes and synthesize priorities from senior managers across teams for the stakeholder "wish list" • Planned and executed the transition of SFG support to a centralized IT function which included training the support team • Aided the business by providing summaries for management, SQL queries to aid in the UAT process, guidance in pre-production activities, and provided post-project feedback to management

• Associate Analyst 3 (Business Analyst)

  • Jun 2012 - Oct 2013

  Greater New York City Area • Produced analytical summaries of trends for management review • Supported the Structured Finance Group (SFG) global rating surveillance system, specializing in support for Latin America and US Residential Mortgage Backed Securities teams • Created, automated, and documented new business processes and related controls • Managed internal system testing and coordinated larger User Acceptance testing efforts across SFG globally



Toppel Career Center

• United States
• Higher Education
• 1 - 100 Employee

• Peer Advisor

  • Aug 2009 - Dec 2011

  Miami/Fort Lauderdale Area • Advised peers on resumes and writing cover letters as well as preparation for interviews, graduate school, or jobs • Assisted in posting jobs and updating the website and help students and employers with their profile accounts • Presented workshops on topics including writing a resume, interviewing skills, and an overview of career center services • Developed marketing materials as an outreach to University of Miami students



Moody's Investors Service

• United States
• Financial Services
• 200 - 300 Employee

• Structured Finance Intern

  • Jun 2011 - Aug 2011

  Greater New York City Area • Analyzed the US Credit Card ratio thresholds and determine what the new thresholds should be • Analyzed the prioritization of derivative deals compared to other asset types within Structured Finance • Validated deal review changes in the Structured Finance workflow tool



SEO (Sponsors for Educational Opportunity)

• United States
• Non-profit Organizations
• 700 & Above Employee

• Class of 2011 Intern

  • May 2011 - Aug 2011

  Greater New York City Area • Selected to participate in the Corporate Financial Leadership Program • Completed a comprehensive skills training program including business tools such as Excel, Excel Macros and PowerPoint; Accounting and Financial Statement Analysis; and business networking workshops • Participated in a week-long leadership development seminar including CEO and CFO roundtables



85 Broads: Women in Business

• Liaisons Officer

  • Aug 2010 - Dec 2010

  Miami/Fort Lauderdale Area • Assist in the development of the newly founded organization at the UMiami campus • Contact other 85 Broads’ regionally and coordinate programs with them • Act as the spokesperson to the club’s advisor



Office of the Representative Kendrick Meeks

• Congressional Intern

  • May 2010 - Aug 2010

  Washington D.C. Metro Area • Attended and scribed notes at Congressional Hearings for the Legislative Aides • Drafted blog posts, Op-Ed articles, and press releases for the Press Secretary • Participated in a simulation of the 111th Congress to enhance knowledge of the legislative process • Directed constituent calls and assisted with their inquiries by using interpersonal skills



CBCF Congressional Internship Program

• Intern

  • May 2010 - Jul 2010

  Washington D.C. Metro Area • Attended and scribed notes at Congressional Hearings • Drafted blog posts, Op-Ed articles, and press releases • Participated in a simulation of the 111th Congress • Directed constituent calls and assisted with their inquiries



Office of the Chief Counsel - FDA

• Intern

  • May 2009 - Aug 2009

  Washington D.C. Metro Area • Managed and maintained the database of legal documents for the benefit of the lawyers • Categorized the documents by keywords and other pertinent information • Restored the quality and legibility by copying and scanning the files



UM Student Government - Senate

• Stanford Representative

  • 2008 - 2009

  Miami/Fort Lauderdale Area • Handled security issues of my constituents by contacting Security Coordinator and administration • Communicated with administration and arranging logistical data to bring a new ATM to the Residence Hall • Voted on the University’s issues brought up during Senate meetings



Westin Resorts Accounting Department

• Intern

  • Jun 2008 - Jun 2008

  Guam • Worked with employees by counting cash accumulated every day • Recorded the Accounts Received information and developed organizational skills • Processed daily payments and transactions