Results-oriented Product Analyst with over 3 years of experience in business strategy and customer needs analysis within financial services. Proficient in user research, workflow design, requirements gathering, and AI evaluation. Expertise in delivering scalable, customer-centric digital solutions and data-driven decision making.
Overview
5
5
years of professional experience
Work History
Business Architect
Victory Capital Management
02.2022 - Current
Identified improvement opportunities by developing process maps with cross-functional teams.
Aligned business objectives by supporting stakeholders in defining architecture frameworks.
Supported product investment decisions through ROI analysis and cost–benefit models.
Led discovery for 10+ initiatives, enhancing customer experience and reducing manual work.
Monitored KPIs and gathered user feedback to refine features post-launch.
Associate Product Owner (Part-time)
Hyniva LLC (Family Owned Business)
07.2020 - Current
Provide support during my personal time to product leadership to define vision, roadmap, and feature requirements for IT solutions serving financial and banking clients.
Conduct research and analysis on AI and automation opportunities within various sectors, identifying use cases that enhance client efficiency, accuracy, and compliance.
Partner with leadership to prepare pitch decks, solution proposals, and product presentations for prospective clients.
Collaborate with engineering, QA, and delivery teams to translate business needs into clear user stories, acceptance criteria, and product documentation.
Co-Founder/Senior Vice President at CharlieMike Foundation (501(c)3 Non-profit)Co-Founder/Senior Vice President at CharlieMike Foundation (501(c)3 Non-profit)