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I'm a product manager, financial services, fintech, client services leader, building & scaling growth solutions for real business challenges. I create & sell innovative financial solutions delivering exceptional client service & measurable business outcomes across regulated and non-regulated financial sectors, leveraging my experience as a professional borrower & lender versed in risk management. I've developed deep business & technical expertise, translating client needs into strategic vision & actionable roadmaps, solving complex financial constraints. I thrive in fast-paced financial sectors where the ability to ship top-quality products & deliver exceptional client services is essential. I've successfully launched multiple 0→1 data-driven products & services, generating over $100M in transaction volume while leading cross-functional teams producing double-digit YoY growth over full client service & product life cycles. I’ve architected industry-leading SaaS products, platforms & client services, automating complex data-driven decision-making for instant credit approvals utilizing automated intelligence AI, demonstrating the ability to ship quickly in dynamic environments. These actions expanded our lenders’ confidence in our business model, persuading them to increase our line of credit to $35M because they could more effectively analyze our operating framework & risk tolerance via standard pool analysis, which positioned the company for a successful & completed exit to private equity. Currently exploring financial services, fintech, B2C & B2B product management, AI lending, private credit, embedded finance, payments, strategic partnerships, client services, capital raise, equipment leasing, hyperscale & data centers, digital asset roles, etc.. Core Differentiators: • Client Services: sales expertise, building personal & trusted relationships. • Cross-Functional Leadership: exceeding development & satisfaction of stakeholder interests. • Strategic Roadmaps: translating vision into actionable & impactful KPI results. • End-to-End Product & Client Services Development: 0→1 product & services from concept to scale. • Regulated & Technical Expertise: shipping & selling compliant solutions fast. • Technical Expertise: automated intelligence AI: instant data-driven lending at scale. Passionate about building & selling financial products & client services with respect, integrity, service, excellence, & stewardship, creating lasting value.
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