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Business Development | Product Development & Management | Strategy

Work History

Mar 2018Present

VP of Product

Financial Apps

Provider of Financial Data and FinTech Services.

- An original member of the startup Financial Appsprovided a key role in securing a strategic partnership with Envestnet Yodlee, a global leader in financial aggregation data.
- Responsibilities span business development, building teams, product management, project coordination and business operations.

Mar 2013Mar 2018

Senior Product Manager

Financial Apps

- Led and shepherded the development of the company's flagship enterprise product solution in the lending market, servicing SML banks and lenders. Rolling out under the brand Envestnet Yodlee | Risk Insight.
- Built and led teams of product managers, developers and data analysts providing expansion of enterprise product offerings in SaaS, Paas, RESTful API and cloud application models.
- Built and led a new data department responsible for the development of thousands of data outputs that drives the company's key products and offerings.

Nov 2012Sep 2013

Product Manager

PowerWallet

Personal financial management SaaS application and competitor to Mint.com 

- Led a 15 person cross-functional team of developers, designers and marketers in the development of the startup PowerWallet.com.
- Grew PowerWallet's adoption by 33% while reducing cost per acquisition by 60%. 
- Use-case and user-story development, test-cases development, project management

Jun 2012Nov 2012

Project Manager

PowerWallet

- Defined and managed product features, user-stories and product backlog. 
- Improved agile development by implementing SCRUM and Kanban methodology.

Jun 2010Jun 2012

Project & Product Manager

3DConsumer

Software that provides a 3D view of new real-estate and remodeling projects. 

- Led a team of designers on the fulfillment of large scale projects. 
- Defined features and re-design pipelines that decreased the turn-around time of project completions by 1,000%, dramatically reducing costs.

Jun 2002Jun 2007

Account Manager & Agent

Nassau Underwriters Agency

Managed an insurance portfolio consisting of over 300 clients and 1,200 policies. Grew profitability by 20% in less than a year.

Education

20002002

Bachelor of Business Administration

Florida Atlantic University

Majors: Management & Marketing
Minor: Finance