Greater Minneapolis-St. Paul Area
I am a Product Director for enterprise solutions in highly regulated environments. My experience includes AI initiatives, launching new products, improving existing ones, and leading the migration to transformative solutions. I have done this with enterprise platforms including content management platforms, SaaS, data, web & mobile applications, and banking products. In each capacity, I serve as the voice of the customer to enable the commercial and operational goals. My broader experience working with clients and across programs enables me to practically lead the design and delivery of solutions that power enterprise success. I do this while building high-impact teams that maximize efficiency across the product portfolio. I also partner with our technology providers and teams to systematically maintain the momentum of the key milestones. Together, we strive to deliver high-quality solutions that exceed customer expectations. I also serve to translate complex technical concepts into easy-to-understand language for non-technical stakeholders. This allows me to effectively communicate with all levels of an organization, from C-suite executives to end-users, ensuring alignment and understanding across the board. I leverage my strong project management skills to successfully navigate matrixed environments and execute projects on time and within budget. This has paved the way for the results that my teams have delivered in the design, development, and deployment of transformational platforms for the enterprise. A few of my achievements include: • Led the design of 2 enterprise content management systems subject to multiple regulatory requirements with stringent security protocols for highly sensitive data. • Captured considerable cost savings and double-digit improvement in customer satisfaction by delivering enterprise platforms to standardize and enable new client onboarding. • Concepted and deployed the modular software development strategy that saved $400k - $1.5M on each component delivered by eliminating the continued need to custom develop software for each department. • Incorporated AI / ML into the lifecycle of data and documents in the enterprise platform while retaining security and regulatory controls with PII and other sensitive data.
During this time, I was a Senior Product Owner for the 5th largest bank in the US. I moved from the investment services division to enterprise product ownership to lead the content management platform that provided a centralized repository for client documents and data. My role was to architect and own the regulated workflows to deliver the right information to people in a secure and user-friendly manner. I owned the Document Vault workstream in this role with the help of my direct report and our key vendor. We sought to streamline processes and increase efficiency for employees and our clients across the enterprise business lines. I also worked closely with compliance and legal teams to ensure all regulatory requirements were met and maintained within the content management platform. This included implementing strict version control measures and encryption protocols to protect sensitive client information. Through this process, we were able to identify pain points and make necessary updates to enhance the overall user experience. Results in this role were: • Concepted and deployed the modular software development strategy that saved $400k - $1.5M on each component delivered by eliminating the continued need to custom develop software for each department. • Incorporated AI / ML into the lifecycle of data and documents in the enterprise platform while retaining security and regulatory controls with PII and other sensitive data.
I joined the 5th largest bank as a Product Manager. I was in the investment services division where I managed digital products through the full lifecycle. My focus during this time was the design and transformation of the client onboarding process. I served as part of the enterprise team that spearheaded the large-scale initiative to revamp the entire client onboarding process. This process had been a major pain point for both customers and employees due to the regulatory requirements that had necessitated highly manual processes for content management. The COVID-19 pandemic elevated the priority of this technology initiative. As a result, my team and I conducted extensive research and analysis, including interviews with stakeholders from different departments and surveys. Based on our findings, we proposed 4 workstreams to deliver an entirely new enterprise document and data management platform. I was selected to lead 1 of these core workstreams for the enterprise and promoted to the role of Senior Product Owner.
I was promoted to the role of product owner based on my success with the deposit and rate products for the financial services institution. In this capacity, I built the roadmap and prioritized the delivery of digital products. I was a part of the product department and owned multiple products including software, data, content management systems, mobile & web applications, and related processes. My prior customer-facing and operational experience within financial services enabled me to maximize the impact of our products. I applied these insights to create a seamless user experience, increase customer retention, and drive revenue growth. To do that, I also built and delivered training to engage the end users in the solutions. This training served to empower our internal users to effectively utilize the platform but also to maximize its utilization in the service of our clients. The delivery of solutions and features during this time involved considerable cross-functional teams to bring the ideas to life for the highly regulated business. Together, we drove innovation across multiple workstreams with the delivery of comprehensive technology to enhance the overall digital customer experience. Accomplishments during this time were: • Migrated all documents with zero errors for all online users (clients) with a multi-million dollar budget as the platform owner leading the external vendor and the cross-functional internal teams. • Managed the design and delivery of the client interface for 18 months including consulting with technology partners to build the workflows to effectively and securely handle the data. • Increased utilization 20% of the enterprise platform by visiting 20+ locations to provide training, coordinating internal communications to market product value, and deploying training videos through self-help platforms. • Enabled 20% Month over Month increase in account opening through digitization of the client experience.
I took the opportunity to pivot from program management into products when I joined the wealth management and financial services company. I was a senior product specialist who worked with multiple products including deposit, rates, and data solutions. My role was to facilitate product launches, maintain the momentum of the roadmaps, and provide insights for potential new products. I worked across the matrixed enterprise to engage stakeholders at each stage of the product cycle. This included compiling and analyzing data to provide strategic updates to stakeholders with varying backgrounds. I also collaborated with cross-functional teams to develop product requirements and ensure successful implementation. Wins in this role included: • Hedged the unfavorable market conditions for the enterprise by leading the development and launch of the StepUp Rate Products to enable customers to capitalize on changing market forces. • Captured 10% increase in revenues by launching new sales strategy and collateral to optimize product position. • Designed and managed the testing of calculations of distribution fees across the product portfolio. Products Coordinated: Deposit Products, Rate Solutions, Data (Fees)
Financial Services -- Relocation Consulting; NMLSR ID 1017221