Product leader with 15+ years of experience building and scaling consumer-facing products, enterprise platforms, and digital health solutions across FinTech, healthcare, SaaS, and CRM ecosystems.
Proven track record of defining product vision, leading multi-year roadmaps, and delivering measurable business outcomes through data-driven decision-making, experimentation, and cross-functional leadership.
Experienced in operating in highly regulated environments, partnering with engineering, design, analytics, and clinical stakeholders to deliver scalable, compliant, and customer-centric solutions. Passionate about building products that improve user experiences, operational efficiency, and real-world outcomes.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Senior Product Manager
QUARRY INOVATIONS, LLC
Saratoga Springs, UT
02.2022 - Current
Lead product strategy, roadmap, and execution for Earnd.co, a digital platform delivering financial optimization experiences through scalable workflows
Own the end-to-end product lifecycle (discovery → MVP → scale), aligning product investments with business goals and customer outcomes
Drive data-informed prioritization, defining KPIs and success metrics to guide roadmap decisions and measure impact
Partner cross-functionally with engineering, design, compliance, and external stakeholders to deliver scalable solutions in a regulated environment
Introduced experimentation frameworks (MVPs, rapid iteration) to validate hypotheses, improve product-market fit, and accelerate delivery
Product Management Consultant
KFORCE GLOBAL SOLUTIONS, INC. (Client: LendingClub)
Saratoga Springs, UT
01.2021 - 01.2022
Led 0→1 product development for a new platform offering, defining product vision, roadmap, and go-to-market approach
Collaborated with engineering, design, legal, and compliance teams to deliver user-centric, scalable experiences
Defined product KPIs and success metrics, using data insights to shape prioritization and roadmap decisions
Delivered MVP that balanced customer value, operational scalability, and regulatory requirements
Senior Technical Product Manager (Office of the CTO/CIO)
TECHNOLOGY CREDIT UNION (Tech CU)
San Jose, CA
01.2019 - 01.2021
Owned multi-year product strategy and roadmap for enterprise digital transformation and customer-facing platforms
Led development of digital products improving customer acquisition, engagement, and operational efficiency
Spearheaded implementation of workflow automation, enabling scalable processes across lending and operations
Built and launched a platform supporting external partnerships, increasing service capacity and distribution by 15%
Partnered with executive leadership to align product strategy with growth, innovation, and compliance goals
Senior CRM Digital Product Manager (OMNI Channel)
FIRST TECHNOLOGY FEDERAL CREDIT UNION (FTFCU)
San Jose, CA
01.2015 - 01.2019
Owned enterprise CRM product strategy supporting omnichannel customer engagement and service delivery
Designed and launched a 360 customer view, enabling personalization and consistent interactions across channels
Drove adoption across business units, improving efficiency, coordination, and customer outcomes
Senior Product Manager, Internal Applications
SUGARCRM
Cupertino, CA
01.2014 - 01.2015
Managed product lifecycle for enterprise platforms and integrations supporting global operations
Improved scalability, usability, and internal workflows across business functions
Product & Project Manager, Strategic Initiatives
PEET’S COFFEE AND TEA
Emeryville, CA
01.2013 - 01.2014
Led cross-functional delivery of strategic technology and product initiatives
Translated business strategy into product roadmaps and execution plans for Single cup and K-cup production
Senior Product Manager & Process Architect (CRM / Business Transformation)
APOLLO GROUP INC.
San Francisco
01.2010 - 01.2013
Led CRM and platform strategy supporting lifecycle management and service delivery
Designed and implemented a 360 user view, improving engagement and operational visibility
Enabled scalable growth through standardized platforms and processes.
Project Manager / Consulting Specialist / Lead Associate
KAISER PERMANENTE
Oakland, CA
10.2004 - 01.2010
Led enterprise transformation initiatives across healthcare finance and revenue cycle operations
Delivered programs generating $8M+ annual impact while improving efficiency and reducing costs
Partnered with clinical and operational stakeholders to optimize workflows and system integration
Built foundational experience in healthcare systems, compliance, and patient-centered operations
Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.
Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.
Proved successful working within tight deadlines and a fast-paced environment.
Education
Bachelor of Science (BS) - Business Administration