
Results-oriented Executive Director of Product Management, serving as a senior strategic leader tasked with defining product vision and strategy for client facing and operational products ensuring alignment with firm's overarching business objectives and regulatory standards.
Led and developed a comprehensive multi-year product vision and strategy for digital communication initiatives around eDelivery, client account documentation, alerts, and asset transfers that balance the client experience, field governance, and compliance risk.
Led requirements and development of various products around profile data, asset transfers, client account documents, eDelivery,
Engaged in operational processing and quality assurance testing related to startup in Bloomberg Wealth for registered investment advisor platform.
Directed product life cycle, creating functional requirements for operational advancements.
Oversaw multi-million-dollar brokerage account portfolio through trading of equities, options, bonds, and mutual funds.