Dynamic and results-driven Senior Product Manager with extensive experience leading the development, management, and distribution of innovative investment solutions across diverse asset classes. Strategic and client-focused with deep expertise in delivering holistic investment strategies that empower financial advisors and their clients.
Brings a collaborative leadership style and a passion for advisor enablement, leveraging technology, data, and consultative planning tools to enhance the client experience and drive scalable, personalized advice. Skilled in cross-functional partnerships, compliance, and thought leadership, with a strong commitment to helping advisors grow their practices while delivering meaningful outcomes for investors. Dedicated to upholding values, excellence, integrity, and respect through innovative planning solutions.
Product lifecycle management
Product development
Project planning
Direct experience in product strategy
Deep understanding of Broker-Dealer and RIA business
Extensive experience with how TAMPs function
Experience in Wealth Management
Excellent analytical skills