Skills
Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Language
English
Fluent
Work Experience
Lead Product Management Consultant at Petron Consulting
March 1, 2025 - PresentPart-time advisor to a friend's startup; mentor two product managers across SaaS projects. Introduced discovery frameworks (JTBD, story mapping) and roadmap hygiene, cutting feature cycle time by 30%. Upleveled PRDs and acceptance criteria in Jira/Confluence, improving delivery predictability and stakeholder alignment.
Senior Product Manager at Allio Finance
August 1, 2024 - October 10, 2025Directed the development of a mobile investment app with three engineering teams. Forged partnership with fractional options BD by managing compliance and technical integration. Boosted KPIs by 25%+ and user growth 500% MoM via data-driven features like Dynamic Macro Portfolios and Net Worth Tracker. Cut market data costs 75% through vendor consolidation; enabled revenue from clearing firm integration via payment-for-order-flow optimization. Implemented payment solutions (ACH, FedNow, RTP, Stripe) and integrated Plaid for KYC/bank linking, reducing onboarding times from days to minutes.
Senior Product Manager at Silicon Valley Bank
April 1, 2023 - October 10, 2025Built a commercial banking platform from the ground up for web and mobile with a team of 13 engineers. Implemented Real-Time Payments and multi-currency conversion, driving a 300% increase in the user base. Integrated Salesforce FSC and delivered Power BI reporting on payments and engagement, improving client management efficiency by 20% and shaping quarterly roadmap priorities. Improved task efficiency 40% with a modular, widget-based UX dashboard for global clientele. Led quarterly demos and PI planning with executives to align strategy and delivery.
Product Manager at Zeal IT Consultants
December 1, 2021 - October 10, 2025Launched crypto trading platform; 2X user base in 6 months via lean delivery and feature iteration. Led the development of new trading infrastructure, including liquidity integrations, improved UI/UX, and advanced order types. Expanded trading pairs and added a Wallet based on market research and user demand, boosting adoption and revenue. Upgraded matching engine and backend, improving execution speed 15%, delivering MVP in 5 months.
Product Manager at Wall Street Trading
November 1, 2019 - October 10, 2025Led GTM and product roadmap for crypto and equity trading platforms, driving 4X profitability. Introduced AI/ML-driven trading strategies to optimize execution times and enhance predictive capabilities. Managed UAT processes to ensure smooth product launches, reducing post-launch defects by 40%. Spearheaded EMS/OMS integrations for better liquidity pools and routing efficiency. Delivered advanced charting tools based on trader feedback, improving satisfaction by 90%. Developed and refined smart order routing (SOR) logic to optimize execution across venues. Ensured regulatory compliance with SOX, Reg NMS, SHO, and 15c3-5 standards.
Senior Data Intelligence Analyst at Capital Group
May 1, 2021 - October 10, 2025Led financial data analysis across Bloomberg, Aladdin, and internal systems to support fixed income investments. Standardized data pipelines and collaborated globally to streamline reporting and secure product ratings.
Senior Fund Administrator at Deutsche Bank
November 1, 2020 - October 10, 2025Investment operations for structured credit funds (ABS/CMBS/RMBS). Managed $1.2B+ across 120 funds, overseeing monthly NAV-adj distributions, reconciliations, and investor reporting. Managed FX/SWIFT operations, relationships with major banks, custodians, and DTCC to tighten settlement flows.
Lead Product Management Consultant at Petron Consulting
March 1, 2025 - PresentPart-time advisory role; introduced discovery frameworks (JTBD, story mapping) and roadmap hygiene, cutting feature cycle time by 30%. Upleveled PRDs and acceptance criteria in Jira/Confluence to improve delivery predictability and stakeholder alignment.
Senior Product Manager at Allio Finance
August 1, 2024 - October 10, 2025Directed development of a mobile investment app with three engineering teams. Fostered a partnership with fractional options BD by managing compliance and technical integration. Drove KPI improvements (+25%+) and user growth (500% MoM) via Dynamic Macro Portfolios and Net Worth Tracker. Reduced market data costs 75% via vendor consolidation. Enabled revenue from clearing firm integration; implemented payment solutions (ACH, FedNow, RTP, Stripe). Integrated Plaid-based KYC and bank linking, reducing onboarding times from days to minutes.
Senior Product Manager at Silicon Valley Bank
April 1, 2023 - October 10, 2025Built a commercial banking platform for web and mobile, leading a team of 13 engineers. Implemented Real-Time Payments and multi-currency conversion, driving 300% user growth. Integrated Salesforce FSC and delivered Power BI reporting on payments and engagement, increasing client management efficiency by 20%. Improved modular, widget-based UX dashboard for global clients; led quarterly demos and PI planning with executives.
Product Manager at Zeal IT Consultants
December 1, 2021 - October 10, 2025Launched crypto trading platform, achieving 2x user base in 6 months via lean delivery and feature iteration. Led development of new trading infrastructure including liquidity integrations, improved UI/UX, and advanced order types. Expanded trading pairs and launched a Wallet, boosting adoption and revenue. Upgraded matching engine and backend, improving execution speed by 15% and delivered MVP in 5 months.
Product Manager at Wall Street Trading
November 1, 2019 - October 10, 2025Led GTM and product roadmap for crypto and equity trading platforms, driving 4x profitability. Introduced AI/ML-driven trading strategies to optimize execution times and enhance predictive capabilities. Managed UAT processes to ensure smooth product launches, reducing post-launch defects by 40%. Spearheaded EMS/OMS integrations for better liquidity pools and routing efficiency. Delivered advanced charting tools based on trader feedback, improving satisfaction by 90%. Developed and refined SOR logic to optimize execution across venues. Ensured regulatory compliance with SOX, Reg NMS, SHO, and 15c3-5 standards.
Senior Data Intelligence Analyst at Capital Group
May 1, 2021 - October 10, 2025Led financial data analysis across Bloomberg, Aladdin, and internal systems to support fixed income investments. Standardized data pipelines and collaborated globally to streamline reporting and secure product ratings.
Senior Fund Administrator at Deutsche Bank
November 1, 2020 - October 10, 2025Managed $1.2B+ across 120 funds, overseeing monthly NAV-adjacent distributions, reconciliations, and investor reporting. Managed FX/SWIFT operations, relationships with major banks, custodians, and DTCC to tighten settlement flows.
Lead Product Management Consultant at Petron Consulting
March 1, 2025 - PresentPart-time advisor to a friend's startup; mentored two product managers across SaaS projects. Introduced discovery frameworks (JTBD, story mapping) and roadmap hygiene, cutting feature cycle time by 30%. Upleveled PRDs and acceptance criteria in Jira/Confluence, improving delivery predictability and stakeholder alignment.
Senior Product Manager at Allio Finance
August 1, 2024 - October 13, 2025Directed the development of a mobile investment app with three engineering teams. Forged partnership with fractional options BD by managing compliance and technical integration. Boosted KPIs by 25%+ and user growth 500% MoM via data-driven features like Dynamic Macro Portfolios and Net Worth Tracker. Cut market data costs 75% through vendor consolidation; enabled revenue from clearing firm integration via payment for order flow optimization. Implemented payment solutions (ACH, FedNow, RTP, Stripe) improving transaction efficiency by 30%. Integrated Plaid-powered KYC and bank account linking, reducing onboarding times from days to minutes.
Senior Product Manager at Silicon Valley Bank
April 1, 2023 - October 13, 2025Built a commercial banking platform from the ground up for web and mobile use, leading a team of 13 engineers. Implemented Real-Time Payments and multi-currency conversion features, driving a 300% increase in the user base. Integrated Salesforce FSC and delivered Power BI reporting on payments and engagement, improving client management efficiency by 20% and shaping quarterly roadmap priorities. Improved task efficiency 40% with a modular, widget-based UX dashboard for global clients. Led quarterly demos and PI planning with executives to align strategy and delivery.
Product Manager at Zeal IT Consultants
December 1, 2021 - October 13, 2025Launched a crypto trading platform, achieving 2x user base in 6 months via lean delivery and rapid feature iteration. Led the development of new trading infrastructure, including liquidity integrations, improved UI/UX, and advanced order types. Expanded trading pairs and added a Wallet based on market research and user demand, boosting adoption and revenue. Upgraded matching engine and backend, improving execution speed ~15%, and delivered MVP in 5 months.
Product Manager at Wall Street Trading
November 1, 2019 - October 13, 2025Led GTM and product roadmap for crypto and equity trading platforms, driving 4X profitability. Introduced AI/ML-driven trading strategies to optimize execution times and enhance predictive capabilities. Managed UAT processes to ensure smooth product launches, reducing post-launch defects by 40%. Spearheaded EMS/OMS integrations for better liquidity pools and routing efficiency. Delivered advanced charting tools based on trader feedback, improving satisfaction by 90%. Developed and refined smart order routing (SOR) logic to optimize execution across venues. Ensured regulatory compliance with SOX, Reg NMS, SHO, and 15c3-5 standards.
Senior Data Intelligence Analyst at Capital Group
May 1, 2021 - October 13, 2025Institutional asset manager; fixed-income investment data and reporting. Led financial data analysis across Bloomberg, Aladdin, and internal systems to support fixed income investments. Standardized data pipelines and collaborated globally to streamline reporting and secure product ratings.
Senior Fund Administrator at Deutsche Bank
November 1, 2020 - October 13, 2025Investment operations for structured credit funds (ABS/CMBS/RMBS). Managed $1.2B+ across 120 funds, overseeing monthly NAV-adjacent distributions, reconciliations, and investor reporting. Managed FX/SWIFT operations, relationships with major banks, custodians, and DTCC to tighten settlement flows.
Lead Product Management Consultant at Petron Consulting
March 1, 2025 - PresentPart-time advisor to a friend's startup; mentored two product managers across SaaS projects. Introduced discovery frameworks (JTBD, story mapping) and roadmap hygiene, cutting feature cycle time by 30%. Upleveled PRDs and acceptance criteria in Jira/Confluence, improving delivery predictability and stakeholder alignment.
Senior Product Manager at Allio Finance
August 1, 2024 - October 13, 2025Directed the development of a mobile investment app with three engineering teams. Forged partnerships with fractional options BD by managing compliance and technical integration. Boosted KPIs by 25%+ and user growth 500% MoM via data-driven features like Dynamic Macro Portfolios and Net Worth Tracker. Cut market data costs 75% through vendor consolidation. Enabled revenue from clearing firm integration via payment-for-order-flow optimization. Implemented payment solutions (ACH, FedNow, RTP, Stripe), enhancing transaction efficiency by 30%. Integrated Plaid-powered KYC and bank account linking, reducing onboarding times from days to minutes.
Senior Product Manager at Silicon Valley Bank
April 1, 2023 - October 13, 2025Built a commercial banking platform from the ground up for web and mobile use, leading a team of 13 engineers. Implemented Real-Time Payments and multi-currency conversion features, driving a 300% increase in the user base. Integrated Salesforce Financial Services Cloud (FSC) and delivered Power BI reporting on payments and engagement, improving client management efficiency by 20% and shaping quarterly roadmap priorities. Improved task efficiency 40% with modular, widget-based UX dashboard for global clientele. Led quarterly demos and PI planning with executives to align strategy and delivery.
Product Manager at Zeal IT Consultants
December 31, 2021 - October 13, 2025Digital asset trading platform. Launched crypto trading platform, 2X user base in 6 months via lean delivery and feature iteration. Led the development of new trading infrastructure, including liquidity integrations, improved UI/UX, and advanced order types. Expanded trading pairs and added a Wallet based on market research and user demand, boosting adoption and revenue. Upgraded matching engine and backend, improving execution speed 15%, and delivered MVP in 5 months by rapid iteration.
Product Manager at Wall Street Trading
November 1, 2019 - October 13, 2025Led GTM and product roadmap for crypto and equity trading platforms, driving 4X profitability. Introduced AI/ML-driven trading strategies to optimize execution times and enhance predictive capabilities. Managed UAT processes to ensure smooth product launches, reducing post-launch defects by 40%. Spearheaded EMS/OMS integrations for better liquidity pools and routing efficiency. Delivered advanced charting tools based on trader feedback, improving satisfaction by 90%. Developed and refined smart order routing (SOR) logic to optimize execution across venues. Ensured regulatory compliance with SOX, Reg NMS, SHO, and 15c-5 standards.
Senior Data Intelligence Analyst at Capital Group
May 1, 2021 - October 13, 2025Institutional asset manager; fixed-income investment data and reporting. Led financial data analysis across Bloomberg, Aladdin, and internal systems to support fixed income investments. Standardized data pipelines and collaborated globally to streamline reporting and secure product ratings.
Senior Fund Administrator at Deutsche Bank
November 1, 2020 - October 13, 2025Investment operations for structured credit funds (ABS/CMBS/RMBS). Managed $1.2B+ across 120 funds, overseeing monthly NAV-adjacent distributions, reconciliations, and investor reporting. Managed FX/SWIFT operations, relationships with major banks, custodians, and DTCC to tighten settlement flows.
Lead Product Management Consultant at Petron Consulting
March 1, 2025 - PresentPart-time advisor to a friend's startup; mentored two product managers across SaaS projects. Introduced discovery frameworks (JTBD, story mapping) and roadmap hygiene, cutting feature cycle time by 30%. Upleveled PRDs and acceptance criteria in Jira/Confluence, improving delivery predictability and stakeholder alignment.
Senior Product Manager at Allio Finance
August 1, 2024 - October 13, 2025Directed the development of a mobile investment app with three engineering teams. Forged partnerships with fractional options BD, managed compliance and technical integration. Boosted KPIs by 25%+ and user growth 500% MoM via data-driven features like Dynamic Macro Portfolios and Net Worth Tracker. Cut data costs 75% through vendor consolidation. Enabled revenue from clearing firm integration via payment for order flow optimization. Implemented payment solutions (ACH, FedNow, RTP, Stripe) and Plaid-powered KYC and bank linking to minimize onboarding from days to minutes.
Senior Product Manager at Silicon Valley Bank
April 1, 2023 - October 13, 2025Built a commercial banking platform from the ground up for web and mobile; led a team of 13 engineers. Implemented Real-Time Payments and multi-currency conversion; drove a 300% increase in the user base. Integrated Salesforce FSC and delivered Power BI reporting on payments and engagement; improved client management efficiency by 20% and shaped quarterly roadmap priorities. Enhanced task efficiency with a modular widget-based UX dashboard for global clients.
Product Manager at Zeal IT Consultants
December 1, 2021 - October 13, 2025Launched digital asset trading platform; 2x user base in 6 months via lean delivery and feature iteration. Led development of trading infrastructure, including liquidity integrations, UI/UX improvements, and advanced order types. Expanded trading pairs and added a Wallet; improved execution speed by 15% and delivered MVP in 5 months.
Product Manager at Wall Street Trading
November 1, 2019 - October 13, 2025Led GTM and product roadmap for crypto and equity trading platforms, driving 4x profitability. Introduced AI/ML-driven trading strategies to optimize execution times and enhance predictive capabilities. Managed UAT to ensure smooth product launches and reduced post-launch defects by 40%. Spearheaded EMS/OMS integrations for better liquidity pools and routing efficiency. Delivered advanced charting tools based on trader feedback and developed smart order routing (SOR) to optimize execution across venues. Ensured regulatory compliance with SOX, Reg NMS, SHO, and 15c3-5.
Senior Data Intelligence Analyst at Capital Group
May 1, 2021 - October 13, 2025Led financial data analysis across Bloomberg, Aladdin, and internal systems to support fixed income investments. Standardized data pipelines and collaborated globally to streamline reporting and secure product ratings.
Senior Fund Administrator at Deutsche Bank
November 1, 2020 - October 13, 2025Investment operations for structured credit funds (ABS/CMBS/RMBS); managed $1.2B+ across 120 funds, overseeing monthly NAV-adjacent distributions, reconciliations, and investor reporting. Managed FX/SWIFT operations, relationships with major banks, custodians, and DTCC to tighten settlement flows.
Lead Product Management Consultant at Petron Consulting
March 1, 2025 - PresentPart-time advisor to a friend's startup; mentored two product managers across SaaS projects. Introduced discovery frameworks (JTBD, story mapping) and roadmap hygiene, cutting feature cycle time by 30%. Upgraded PRDs and acceptance criteria in Jira/Confluence, improving delivery predictability and stakeholder alignment.
Senior Product Manager at Allio Finance
August 1, 2024 - October 13, 2025Directed the development of a mobile investing app with three engineering teams; forged partnerships with fractional options BD, managed compliance and technical integration. Boosted KPIs by 25%+ and user growth 500% MoM via data-driven features like Dynamic Macro Portfolios and Net Worth Tracker. Cut market data costs 75% through vendor consolidation. Enabled revenue from clearing firm integration via payment-for-order-flow optimization. Implemented payment solutions (ACH, FedNow, RTP, Stripe) and integrated Plaid-powered KYC/bank linking, reducing onboarding times from days to minutes.
Senior Product Manager at Silicon Valley Bank
April 1, 2023 - October 13, 2025Built a commercial banking platform for web and mobile with a team of 13 engineers. Implemented Real-Time Payments and multi-currency conversion features, driving a 300% increase in the user base. Integrated Salesforce FSC and Power BI reporting on payments and engagement, improving client management efficiency by 20% and shaping quarterly roadmap priorities. Improved task efficiency 40% with modular, widget-based UX dashboard for global clientele. Led quarterly demos and PI planning with executives to align strategy and delivery.
Product Manager at Zeal IT Consultants
December 1, 2021 - October 13, 2025Launched crypto trading platform; 2x user base in 6 months via lean delivery and feature iteration. Led the development of new trading infrastructure, including liquidity integrations, improved UI/UX, and advanced order types. Expanded trading pairs and added a Wallet based on market research and user demand, boosting adoption and revenue. Upgraded matching engine and backend, improving execution speed 15%, and delivered MVP in 5 months by rapid iteration.
Product Manager at Wall Street Trading
November 1, 2019 - October 13, 2025Led GTM and product roadmap for crypto and equity trading platforms, driving 4X profitability. Introduced AI/ML-driven trading strategies to optimize execution times and enhance predictive capabilities. Managed UAT processes to ensure smooth product launches, reducing post-launch defects by 40%. Spearheaded EMS/OMS integrations for better liquidity pools and routing efficiency. Delivered advanced charting tools based on trader feedback, improving satisfaction by 90%. Developed and refined smart order routing (SOR) logic to optimize execution across venues. Ensured regulatory compliance with SOX, Reg NMS, SHO, and 15c3-5 standards.
Senior Data Intelligence Analyst at Capital Group
May 1, 2021 - October 13, 2025Institutional asset manager; fixed-income investment data and reporting. Led financial data analysis across Bloomberg, Aladdin, and internal systems to support fixed income investments. Standardized data pipelines and collaborated globally to streamline reporting and secure product ratings.
Senior Fund Administrator at Deutsche Bank
November 1, 2020 - October 13, 2025Investment operations for structured credit funds (ABS/CMBS/RMBS). Managed $1.2B+ across 120 funds, overseeing monthly NAV-adjacent distributions, reconciliations, and investor reporting. Managed FX/SWIFT operations, relationships with major banks, custodians, and DTCC to tighten settlement flows.
Education
Bachelor of Business Administration in Finance at Baruch College, Zicklin School of Business, CUNY
January 11, 2030 - October 10, 2025Bachelor of Business Administration in Finance at Baruch College, Zicklin School of Business, CUNY
January 11, 2030 - October 10, 2025Bachelor of Business Administration in Finance at Baruch College, Zicklin School of Business, CUNY
January 11, 2030 - October 13, 2025Bachelor of Business Administration in Finance at Baruch College, Zicklin School of Business, CUNY
January 11, 2030 - October 13, 2025Bachelor of Business Administration in Finance at Baruch College, Zicklin School of Business, CUNY
January 11, 2030 - October 13, 2025Bachelor of Business Administration in Finance at Baruch College, Zicklin School of Business, CUNY
January 11, 2030 - October 13, 2025Qualifications
Certified Digital Product Manager (CDPM), AIPMM
January 11, 2030 - October 10, 2025Certified Scrum Product Owner (CSPO)
January 11, 2030 - October 10, 2025Certified Scrum Master (CSM)
January 11, 2030 - October 10, 2025AI Agents for Product Leaders
January 11, 2030 - October 10, 2025Generative AI: Intro to Large Language Models
January 11, 2030 - October 10, 2025Decentralized Finance
January 11, 2030 - October 10, 2025Certified Digital Product Manager (CDPM)
January 11, 2030 - October 10, 2025Certified Scrum Product Owner (CSPO)
January 11, 2030 - October 10, 2025Certified Scrum Master (CSM)
January 11, 2030 - October 10, 2025AI Agents for Product Leaders
January 11, 2030 - October 10, 2025Generative AI: Intro to Large Language Models
January 11, 2030 - October 10, 2025Decentralized Finance
January 11, 2030 - October 10, 2025Certified Digital Product Manager (CDPM)
January 11, 2030 - October 13, 2025Certified Scrum Product Owner (CSPO)
January 11, 2030 - October 13, 2025Certified Scrum Master (CSM)
January 11, 2030 - October 13, 2025AI Agents for Product Leaders
January 11, 2030 - October 13, 2025Generative AI: Intro to Large Language Models
January 11, 2030 - October 13, 2025Decentralized Finance
January 11, 2030 - October 13, 2025Certified Digital Product Manager (CDPM)
January 11, 2030 - October 13, 2025Certified Scrum Product Owner (CSPO)
January 11, 2030 - October 13, 2025Certified Scrum Master (CSM)
January 11, 2030 - October 13, 2025AI Agents for Product Leaders
January 11, 2030 - October 13, 2025Generative AI: Intro to Large Language Models
January 11, 2030 - October 13, 2025Decentralized Finance
January 11, 2030 - October 13, 2025Certified Digital Product Manager (CDPM)
January 11, 2030 - October 13, 2025Certified Scrum Product Owner (CSPO)
January 11, 2030 - October 13, 2025Certified Scrum Master (CSM)
January 11, 2030 - October 13, 2025AI Agents for Product Leaders
January 11, 2030 - October 13, 2025Generative AI: Intro to Large Language Models
January 11, 2030 - October 13, 2025Decentralized Finance, NASBA
January 11, 2030 - October 13, 2025Certified Digital Product Manager (CDPM)
January 11, 2030 - October 13, 2025Certified Scrum Product Owner (CSPO)
January 11, 2030 - October 13, 2025Certified Scrum Master (CSM)
January 11, 2030 - October 13, 2025AI Agents for Product Leaders
January 11, 2030 - October 13, 2025Generative AI: Intro to Large Language Models
January 11, 2030 - October 13, 2025Industry Experience
Financial Services, Software & Internet, Professional Services
Skills
Experience Level
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
Intermediate
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