Thushara Shastri
Cary,NC
Summary
Dynamic, empathetic Product visionary and leader with entrepreneurial spirit. Over 15 years of experience in the financial services industry building innovative enterprise products. Proven leadership skills to take the product from strategic vision to launch, aligning with company goals and vision. Forging and nurturing relationships between clients, stakeholders, and third-party vendors to build disruptive products in the industry. Strong technical skills. Building and managing diverse teams and empowering them. Excellent communicator, storyteller, and influencer, driving cross-functional teams to deliver impactful products while dialing down time to market.
Overview
17
17
years of professional experience
Work History
Senior Manager Digital Transformation
Charles Schwab
06.2016 - 06.2023
- Led platform integration efforts for TDA/Schwab acquisition by migrating millions of accounts into an unified platform
- Building disruptive APIs for fintech vendors to enable efficient workflows for money movement thereby increasing the adoption YoY by over 30%
- Launched new trading APIs to empower Third-party Fintech firms to integrate with Schwab’s Trading Platform in a seamless manner to enhance user experience
- Spearheaded re-design and enhanced datafeed APIs to increase adoption by 70%
- Successfully launched workflow-based API products taking it from vision to market launch for Schwab's Account Open
- Defining customer experience and incorporating feedback loop into development cycle
- Defining Go to Market strategy and taking product from vision to launch
- Managing and leading product managers to build effective features, prioritize backlogs and building strong alignment between product development, stakeholder needs and business objectives
- Speaker at industry events to promote integration products and increase client adoption with Advisors.
Product Manager
Wells Fargo
04.2015 - 12.2015
- Strategic vision for existing products to improve adoption and efficiency and product road mapping for Deposits Product Group in compliance with State and Federal laws
- Revamped Public fund products portfolio worth $20 million
- Identified trends and patterns to remediate ongoing monitoring program and build test cases to streamline the process to enhance tools available to close any audit loophole.
Project Manager (Contract)
MUFG AMERICAS
12.2014 - 02.2015
- Recommended changes in processes, policies and procedures, in response to new or revised laws and regulations, this resulted in increased efficiency in compliance processes.
Project Manager
FEDERAL HOME LOAN BANK OF SAN FRANCISCO
04.2012 - 01.2014
- Presented and led financial summaries at Exec Board meetings to facilitate decision making for strategic initiatives
- Influenced stakeholder buy-ins for project funding
- Oversight of PMO for tracking project budgets and providing variance analysis
- Launched enterprise-wide Front office -Back Office project implementation in a mature Agile environment and tracked all metrics required for smooth delivery
- Implemented COBIT framework to bridge the gap after an audit finding and successfully closed the finding.
Product Manager
BANK OF NEW YORK MELLON
04.2008 - 04.2010
- Managed performance reporting products for domestic and global portfolios AUM ~$250 billion
- Led the systems integration project and migration from disparate legacy systems to common platform EAGLE PACE4 incorporated manual testing for global models to ensure data integrity.
- Automated reports and streamlined workflow increasing efficiency by over 60%
- Presented performance information for quarterly board reviews and prepared shareholder statements, prospectus and regulatory filing
- Presented product reviews and demos for Exec board.
Portfolio Analyst Consultant
Thomson Financial
02.2006 - 04.2008
- Led product vision and roadmap for Thomson One Portfolio EIKON4 for portfolio analysis, performance attribution and multi-custodian feeds increasing client adoption
- Automated reports for assessing fund performance which increased performance to produce over 60,000 reports in less than 20 minutes and made integration easier
- Hired and scaled onshore/ offshore resources to build a fanatical support team for product features.
Education
Graduate Certification in Executive Leadership -
Cornell University
NY08.2018
Bachelor of Engineering– Industrial Engineering -
University of Bangalore
Bangalore01.2005
Skills
- Market Analysis & Competitive Research
- Product Strategy & Road Mapping
- Cross-Functional Communication
- Customer Engagement and Success
- Team Building and Mentoring
- Go to Market Strategy
- Product Growth
- User Centric Design Approach
- API Development
Personal Information
Gender: Female
Timeline
Senior Manager Digital Transformation
Charles Schwab
06.2016 - 06.2023
Product Manager
Wells Fargo
04.2015 - 12.2015
Project Manager (Contract)
MUFG AMERICAS
12.2014 - 02.2015
Project Manager
FEDERAL HOME LOAN BANK OF SAN FRANCISCO
04.2012 - 01.2014
Product Manager
BANK OF NEW YORK MELLON
04.2008 - 04.2010
Portfolio Analyst Consultant
Thomson Financial
02.2006 - 04.2008
Graduate Certification in Executive Leadership -
Cornell University
Bachelor of Engineering– Industrial Engineering -
University of Bangalore