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Resume

My Background and Experience

I'm an analytical, hands-on leader and operator with a track record of building and scaling products and businesses at the cross-section of complex, regulated industries and technology. I'm driven by the challenge of growing teams and products from zero-to-one and building innovative, digital products that serve large, unfulfilled needs for people.

 

I have deep subject-matter expertise in product management, leadership, financial technology, and wealth management, with over a decade of management, distribution, marketing and product development experience. My unwavering commitment is to foster an inclusive product culture that allows the best ideas to become the best solutions. I am passionate about delivering tools that marry exceptional user experience with operational scale and help people secure better futures. I thrive in fast-paced, dynamic environments where I can problem solve to drive innovation around market-leading solutions and work with teams that are equally as enthusiastic about delivering high-quality, transformative digital solutions. 

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Experience

Lasso | President

Nov. 2020 - Apr. 2024

  • Founding team member brought in to oversee and execute on the build and launch of Lasso, a Fintech startup based out of Houston, Texas that matches people with financial advisors

  • Raised $3M in seed funding led by True Ventures

  • Built team from 3 to 10 employees and manage all U.S. functions: engineering, product, marketing, business development, and sales

  • Oversaw the build of Lasso as both a mobile app and web-based platform, which included developing product vision, user research & testing, execution of product roadmaps, stakeholder coordination and management of engineering and design teams

  • Led go-to-market strategy and in one year, achieved nearly $500,000 ARR, over 15,000 downloads with >90% user retention, aggregated more than $300 million in AUM on the platform, and saw a 30% match rate (completion of engagement funnel)

BlackRock | VP, Senior Product Manager

Jan. 2018 - Nov. 2020

  • Responsible for building a technology platform focused on retirement that served thousands of financial advisors and generated $20B in revenue

  • Managed a team of Product Managers and drove product vision, strategy, client implementations and relationship management across a portfolio of BlackRock's advisory technology offerings

  • Led strategic external partnerships and technology implementations with 30+ firms

  • Worked closely with development, research, investment specialists, sales and marketing teams to deliver new product features and client installations

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BNY | Head of Retirement Product

Apr. 2024 - Present

  • Lead end-to-end product strategy for BNY’s $800B retirement custody platform, modernizing advisor experiences and streamlining onboarding, transfers and account workflows for 5M+ accounts 

  • Drive user journey optimization by balancing compliance, operational efficiency and growth, delivering simpler digital experiences for advisors and investors

  • Manage multiple product roadmaps and set priorities across engineering, UC, data, legal, operations and marketing, ensuring scalable, compliant platform development

  • Manage retirement P&L and spearheaded growth initiatives, including new public-sector offerings (403(b), 457(b)), resulting in $10B institutional AUM growth

  • Lead a team of 6 Product Managers, fostering cross-functional alignment and data-driven product delivery

  • Represent the retirement product business in executive-level discussions, influencing firm-wide decisions on product direction and technology investment strategy, including leading a new firm-wide growth initiative to capture more market share in the retirement space

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BlackRock | Product Manager

Jan. 2016 - Jan. 2018

  • Scaled BlackRock's digital platforms internationally to deliver retirement tools in new European markets (UK and Italy). Led client communication, product & launch strategy

  • Developed investment strategy & product positioning for BlackRock's global suite of retirement-focused products - investments & tech

  • Partnered with sales as the product specialist to close technology deals

  • Scrum master for end-to-end development projects in an Agile framework

BlackRock | Retirement Marketing Associate

Aug. 2013 - Jan. 2016

  • Responsible for the promotion of BlackRock's Defined Contribution products, specifically the Target Date Fund series, LifePath

  • Developed and executed integrated marketing campaigns across social media, email, collateral, events, paid media, PR, webcasts and videos

  • Developed and launched a refreshed online experience to drive product purchase and client loyalty

Education

Columbia University

2009 - 2013

  • Bachelor of Arts

  • Majored in Economics and Business Management

  • Varsity Rower

  • Recipient, King's Crown Leadership Award

DigitalCrafts

2018 - 2019

  • Coding bootcamp where I received a Certificate in Software Engineering 

  • Certified Full-Stack Software Engineer

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