Phoenix Hafen
Provo,UT
Overview
3
3
years of professional experience
Work History
Product Manager
UI Charitable Advisors
Provo, UT
06.2022 - Current
- Lead product development for a purpose-built DAF platform, utilizing the MERN stack (MongoDB, Express, React, Node.js).
- Redesigned operational processes as needed to support our growth from $90M to nearly $300M in assets under management.
- Managed the product roadmap, prioritizing new feature development and drafting detailed scopes to ensure alignment with business objectives.
- Conducted market testing for new product offerings, such as Measurement & Evaluation (M&E) and Fiscal Sponsorship services, to identify opportunities for expansion and innovation.
Operations Manager
UI Charitable Advisors
Provo, UT
06.2022 - 06.2023
- Oversaw day-to-day operations of the DAF, processing contributions, grants, handling customer service requests, etc.
- Gained extensive experience working with various individuals and counterparties in the wealth management ecosystem.
Marketing Consultant
Lynden Legacy Foundation
Salt Lake City, UT
12.2021 - 06.2022
Assisted Lynden Legacy Foundation through pivot from general charity to Alzheimer's caregiver support. Designed new logo, built out new website and color palette. Assisted with event planning and marketing materials.
Education
Bachelor of Science - Economics
University of Utah
Salt Lake City, UT12.2021
University of California, Santa Barbara
Santa Barbara, CA2019
High School Diploma -
Wasatch High School
Heber City, UT01-2018
Summary
Experienced Product Manager with a strong foundation in operations within the financial services and wealth management sector. Currently leading the development of a purpose-built, highly flexible Donor-Advised Fund (DAF) platform that supports a wide range of asset classes and enables international charitable giving. Proven ability to bridge the gap between technical and business teams, driving innovation and product excellence in a fintech environment.
Affiliations
- Very Average Golfer (but getting better!)
- Certified Pool Operator (yes, It’s a thing.)
- AP Scholar with Honor (high school glory days.)
- Aspiring Master Diver (10 countries and counting.)
Timeline
Product Manager
UI Charitable Advisors
06.2022 - Current
Operations Manager
UI Charitable Advisors
06.2022 - 06.2023
Marketing Consultant
Lynden Legacy Foundation
12.2021 - 06.2022
Bachelor of Science - Economics
University of Utah
University of California, Santa Barbara
High School Diploma -
Wasatch High School
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