AMY S. HOFFMAN
Product Management
Pacifica,CA
Summary
Innovative product leader skilled in leading, mentoring, and motivating team members. Highly accomplished at collaborating cross-functionally across highly matrixed organizations to drive alignment with stakeholders on product vision, strategy, roadmap, and user experience. Proven track record of results - establishing goals, achieving those goals, and taking ownership of overall business outcomes. Deliberate Product Director with creativity in big-picture product implementation for [Number] person customer base across [Location] region. Research and strategic product planning expert through collaborative leadership and customer polling. Dynamic and adaptable roadmap leader for delivery of highly successful products with projected market demand and company growth as guiding principles.
Overview
24
24
years of professional experience
9
9
years of post-secondary education
Work History
Director of Product Management
Dow Jones
San Francisco, CA
06.2022 - Current
- Direct of Product, Market Experience
- Define strategy and own Market Experience across brands (Wall Street Journal, Barron’s,
- MarketWatch, and Investor’s Business Daily)
- Communicate the vision, strategy, execution plan, and customer impact/learnings to all stakeholders
- Collaborate closely with cross-functional teams (marketing, product, design, engineering, compliance, and operations) to execute the strategic vision
- Responsible for success metrics, financials, goal setting, and quarterly key performance indicators.
- Oversaw product design and roadmap and coordinated aspects of development and rollout.
- Conceptualized long-range product roadmaps and strategically designed according to market data and research.
Lead Digital Product Manager
Wells Fargo
San Francisco, CA
06.2016 - 06.2022
- APIs & Embedded Banking
- Led 3 product teams (Front-end, Database, Data Retrieval) responsible for external APIs
- Define strategy and roadmap for the Wells Fargo embedded banking products; manage new digital product development opportunities in partnership with innovation teams, external partners, digital business development, and lines of business with an emphasis on APIs in support of embedded banking.
- Applied customer-first strategy to product development and marketing materials.
- Participated in triaging production bugs and malfunctions, adjusting development milestones and release schedules accordingly.
Head of Product Management
Banjo
Redwood City, CA
08.2015 - 05.2016
- FinTech Vertical
- Led vision and integration for FinTech data analytics from social media data streams using advanced processing and artificial intelligence to deliver critical insights to drive trading decisions via image detection, NLP, OCR, and Sentiment Analysis.
- Conceptualized long-range product roadmaps and strategically designed according to market data and research.
- Oversaw product design and roadmap and coordinated aspects of development and rollout.
Sr. Manager, Product Management
Charles Schwab
San Francisco, CA
04.2012 - 08.2015
- Managed team responsible for the integration of OptionsXpress trading platform
- Hired, oversaw, and trained team members on financial products
- Established baselines and monitored user adoption and engagement
- Forecasted launch dates and identified risks to deliver on projected dates
- Inventor of Visual Option Chain (Patent: US 20150248728A1)
- Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
- Maintained and updated project plan by tracking technical dependencies and issued project milestone updates.
- Defined targeted market strategy resulting in a 12.3% increase in segments Client Promoter Score (CPS) based on cohort analysis.
- Managed cross-functional projects, including Product, MARCOM, Schwab’s Investor and Advisor channels, Operations, Legal, and Compliance
Senior Manager, Product Management
E*TRADE Financial
Menlo Park, CA
07.2008 - 03.2012
- Managed 6 Product Managers across multiple scrums (desktop, mobile web, mobile app) responsible for global futures and options offerings
- Defined and executed strategy for derivatives offerings (Pro Option Tools: screener, probability calculator, options analyzer), futures tools (Trading
- Ladder, Futures Chain, Order Tickets, Balances), and education (Tutorials: Multi-Legged, Options
- Tools, Trading Ladder, Options Chain) across all channels, including; E
- TRADE’s Active Trader Pro, etrade.com, E
- TRADE 360, and mobile applications
- Developed and maintained relationships with customers and suppliers through account development.
- Accomplished multiple tasks within established timeframes.
- Evaluated hiring, firing, and promotions requests.
- Conducted customer research using qualitative surveys to understand consumer opinions.
Head of Product Management/Co-Founder
Market Compass, Inc
San Francisco, CA
12.1999 - 07.2008
- Defined corporate strategy and business model for this financial education and software company
- Led platform integration for external clients, including Goldman-Sachs, BAML & Newedge
- Raised $6.5 Million via 2 Private Placements for product development
- Designed, developed, and taught educational programs for Pepperdine MBA, Pacific Exchange, and Merrill Lynch clients, partners, and employees
- Created professional derivatives trading platform acquired by the CBOE.
Education
B.A. - Liberal Arts/Psychology
University of Arizona
UC Berkeley - Certified Financial Planning Program – - undefined
Financial Data Exchange UX Working Group - undefined
03.2019 - Current
Certified Scrum Product Owner - Scrum Alliance optionsXpress Innovation Team Winner Business Excellence - undefined
FINRA Series 3, 7, 63 Licensed (CRD# 1815885) Options Industry Council (OIC) Instructor - undefined
01.2000 - 05.2004
Patent #20150248728 - SYSTEMS AND METHODS FOR INTEGRATING INFORMATION TO FACILITATE COMPOSING TRADES - undefined
Skills
Business Case Development
Timeline
Director of Product Management
Dow Jones
06.2022 - Current
Financial Data Exchange UX Working Group - undefined
03.2019 - Current
Lead Digital Product Manager
Wells Fargo
06.2016 - 06.2022
Head of Product Management
Banjo
08.2015 - 05.2016
Sr. Manager, Product Management
Charles Schwab
04.2012 - 08.2015
Senior Manager, Product Management
E*TRADE Financial
07.2008 - 03.2012
FINRA Series 3, 7, 63 Licensed (CRD# 1815885) Options Industry Council (OIC) Instructor - undefined
01.2000 - 05.2004
Head of Product Management/Co-Founder
Market Compass, Inc
12.1999 - 07.2008
B.A. - Liberal Arts/Psychology
University of Arizona