Results-driven product management professional with expertise in team leadership, data analysis, and strategic planning. Proven success in enhancing client experiences and driving operational efficiency.
Overview
4
4
years of professional experience
Work History
Manager, Group Product Management
EMoney Advisor LLC
Radnor, PA
03.2024 - Current
Led team in developing comprehensive data experiences for clients.
Collaborated with cross-functional teams to align business objectives and client needs.
Developed training programs to enhance team skills and knowledge in financial advising.
Monitored industry trends to ensure competitive service offerings and strategic positioning.
Streamlined client onboarding processes to enhance efficiency and customer satisfaction.
Conducted regular performance reviews, providing constructive feedback to team members.
Implemented new software tools to improve data analysis and reporting accuracy.
Senior Technical Product Manager
EMoney Advisor LLC
Radnor, PA
03.2022 - 03.2024
Led cross-functional teams to define product vision and roadmap, aligning with company goals.
Developed and prioritized product backlog, ensuring alignment with customer needs and market trends.
Collaborated with engineering to deliver high-quality software solutions on time and within scope.
Conducted market research to identify user requirements, enhancing product feature sets based on feedback.
Designed, coded, tested, debugged, and migrated components of a Front-End application, using the following ISPF Dialog Manager Tools: Panels, Messages, Tables and Skeletons, along with REXX Execs, which facilitated Subject Matter Expert’s (SME’s) identification and extraction of Endevor elements, to prepare for transfer to a LINUX-based system named, “Informatica”. SMEs used Informatica to prepare the downloaded element’s flows to identify technical debt, so that the Agency could migrate away from, what it considered, Legacy development languages. This was due to the shrinking pool of expertise and availability of Legacy Language talent pool.Supplied support to many other mainframe developers, via a tool called Workbench from Allen Systems Group (ASG).The tool was a Data Resource Management System (DRMS) Facility, which provided a repository for and management of COBOL, HLASM, and CICS development metadata. Also managed by the tool were various other elements, such as user access, and Dynamic Table Access Management (DTAMS).Using JCL, REXX, Endevor, TADz, Workbench, and CyberFusion on the mainframe and UltraEdit, MS Access and Excel on the Network, developed a very extensive and complex spreadsheet, for a Tech 14 to evaluate and ultimately present to the Associate Commissioner and other higher-level SSA management. The spreadsheet was a depiction of the overall scope and effort that needed to transition from Workbench (SSA no longer received support for the product), and it aided the Tech 14 in his future presentation.Coding, testing, debugging, and migrating programs (HLASM/COBOL/CICS/Db2/IMS), routines, copybooks, and macros, in support of multiple applications across the Agency.Created and maintained numerous ISPF REXX and CLIST scripts.Created and updated Standard Operating Procedures (SOP) and User manuals, using M365 Tools, including VISIO Pro.Created and supported many MS Access and Db2 SQL scripts, to access and update related databases and tables.Involved in the testing of zOS Multi-Factor Authentication (zMFA), which supplanted Single Sign-On (SSO) at the Agency. zMFA provides multiple levels of authentication and thus, greater levels of security.Participated in Daily Stand-ups/Weekly/and Monthly and other Agile-Related meetings on multiple Teams.Maintained Team SharePoint sites (pages) which later were ported to Confluence. at Leidos, Inc., for Social Security AdministrationDesigned, coded, tested, debugged, and migrated components of a Front-End application, using the following ISPF Dialog Manager Tools: Panels, Messages, Tables and Skeletons, along with REXX Execs, which facilitated Subject Matter Expert’s (SME’s) identification and extraction of Endevor elements, to prepare for transfer to a LINUX-based system named, “Informatica”. SMEs used Informatica to prepare the downloaded element’s flows to identify technical debt, so that the Agency could migrate away from, what it considered, Legacy development languages. This was due to the shrinking pool of expertise and availability of Legacy Language talent pool.Supplied support to many other mainframe developers, via a tool called Workbench from Allen Systems Group (ASG).The tool was a Data Resource Management System (DRMS) Facility, which provided a repository for and management of COBOL, HLASM, and CICS development metadata. Also managed by the tool were various other elements, such as user access, and Dynamic Table Access Management (DTAMS).Using JCL, REXX, Endevor, TADz, Workbench, and CyberFusion on the mainframe and UltraEdit, MS Access and Excel on the Network, developed a very extensive and complex spreadsheet, for a Tech 14 to evaluate and ultimately present to the Associate Commissioner and other higher-level SSA management. The spreadsheet was a depiction of the overall scope and effort that needed to transition from Workbench (SSA no longer received support for the product), and it aided the Tech 14 in his future presentation.Coding, testing, debugging, and migrating programs (HLASM/COBOL/CICS/Db2/IMS), routines, copybooks, and macros, in support of multiple applications across the Agency.Created and maintained numerous ISPF REXX and CLIST scripts.Created and updated Standard Operating Procedures (SOP) and User manuals, using M365 Tools, including VISIO Pro.Created and supported many MS Access and Db2 SQL scripts, to access and update related databases and tables.Involved in the testing of zOS Multi-Factor Authentication (zMFA), which supplanted Single Sign-On (SSO) at the Agency. zMFA provides multiple levels of authentication and thus, greater levels of security.Participated in Daily Stand-ups/Weekly/and Monthly and other Agile-Related meetings on multiple Teams.Maintained Team SharePoint sites (pages) which later were ported to Confluence. at Leidos, Inc., for Social Security Administration
Regional Sales Director/Unfinished Flooring & Sundries Product Group Manager/Member of the Flooring Management Group at Intermountain Wood FlooringRegional Sales Director/Unfinished Flooring & Sundries Product Group Manager/Member of the Flooring Management Group at Intermountain Wood Flooring