Founder at Coterie | Hampton | Ex: Chief, ClassPass, Goldman Sachs

At Rosedale AI, I apply my talent, leadership, and coaching expertise to help scale AI-powered businesses. Rosedale AI is a RevOps Growth Partner that designs and implements white-labeled AI tools to save teams 20+ hours per week, boost revenue, and enhance retention, all while reducing manual overhead. I guide clients through a three-step process—audit & strategy, development & testing, and launch & maintain—delivering real AI solutions that scale.

Before joining Rosedale AI, I founded Coterie, an executive and engineering talent agency rooted in the belief that the foundation of every successful company is its people. Prior to that, I led talent functions at high-growth organizations: I was Head of Global Talent Acquisition at Trust Machines (a $150M Series A company) and Head of Talent Acquisition at Chief (🦄). Over more than a decade, I’ve built teams for multi-billion-dollar companies including Goldman Sachs, ClassPass, and others.

Olga Etkina

CMG (Capital Markets Gateway)

Senior Product Manager plus subject matter expert in investment banking software including; APIs, process workflows, data structures, and UI design.

Read about our mission:
https://www.wsj.com/articles/new-platform-backed-by-fidelity-goldman-seeks-to-bring-ipo-market-into-digital-world-11632389401

Senior Product Manager

Riskcare

Client coverage: MORGAN STANLEY, CITIGROUP, CREDIT SUISSE, AFLAC, REFINITIV, CONDUENT

Delivering technical projects at various firms is the ultimate test in: coming up to speed quickly, contributing industry knowledge while learning a firm's flows, being resourceful and building new relationships. 

• Delivered a total of 13 software development projects across 8 financial services clients.
• Defined the product vision, strategy and roadmap.
• Developed requirements for functionality that drives revenue, reduces customer churn, and expands functionality to attract new customers.
•Engaged closely with the engineering team to help determine the best technical implementation methods as well as a reasonable implementation schedule.
•Defined key operational/success metrics and establish an efficient process to track progress and report regularly on these metrics.
• Delivered effective written deliverables, in-person and recorded training, and educational materials.
• Defined key success metrics and established an efficient status reporting.
• Expertise in business intelligence, cleaning data, and producing automated analytics.

Morgan Stanley

• Developed and implemented financial plans for clients with $5mm+ in investible assets
• Delivered client portfolio reviews, provided investment recommendations, and executed trades as an investment analyst for a $2 billion, seven member team
• Monitored investment performance and risk metrics of third-party asset managers
• Built strong relationships within alliance partnerships within the firm and externally

Portfolio Analyst

Goldman Sachs

• Marketed new issuance securities to institutional clients (IPOs, follow-ons, privates)
• Prepared case studies and marketing documents for senior bankers, earning new business
• Assisted legal and investment banking in preparing and negotiating documentation
• Served as the main point of contact between private wealth advisors and capital markets, expanding capital raising

Capital Markets

A commercial minded Senior Product Manager in a FinTech company focused on building a software product which facilitates collaboration among capital raising participants utilizing APIs. 

About Me:
I am a former capital markets practitioner who builds software for capital markets practitioners.  In every role I have been a deep "in-the-weeds" individual contributor and leader of others where I ensure attention to detail.  I conduct client meetings to gather requirements, create high-quality diagrams, write-ups and calculations using a variety of mediums (Visio, Excel, Balsamiq) and then work to deliver the product results. 

Key Skills:
• 10+ years of deep knowledge of financial industry workflows, product attributes, and persona usability
• Ability to create and present high-quality diagrams to get thoughts across and solve problems
• Product experience: Equities, Fixed Income, Derivatives (Cash and OTC), FX (Spot and OTC), Swaps (Vanilla and Exotic), Risk Management Reporting 
• 10+ years of leadership experience
• 10+ years of financial industry expertise
•  8+ years of managing technology projects
• Excellent critical thinking skills
• Excellent ability to conduct thorough requirement gathering meetings
• Able to communicate complex matters in a straight-forward manner (verbally and polished presentations)
• Software Skills: Confluence, Balsamiq, Figma, Jira, Visio, Excel, SQL, Tableau, Alteryx

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The Battle

Olga Etkina

Michael Armeno

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