Functional Skills
Agile Software Development
Data Analysis
Business Development
Product Strategy
Finance Transformation
Operational Risk Management
Product Data Management
Innovation Management
Marketing Analytics
Identity and Access Management
Software Skills
Jira
ServiceNow
Certifications
CFPCertified Financial Planner
SASMSAFe Advanced Scrum Masters
SASAFe Agilist
Sector Experience
Business Services
Financial Services
Media & Entertainment
Technology
Experience
Sony Pictures Entertainment
Product Management / Strategy
Executive Director, Portfolio Management Office
5/2020 - Present
• Redesigned the enterprise funding model by integrating modern Product Management principles, driving greater transparency, faster resource allocation, and a more dynamic annual planning process.
• Mentored multiple cross-functional agile teams, cultivating a culture of continuous improvement and high performance aligned with Product-centric delivery.
• Advised senior stakeholders on epic prioritization using the WSJF framework, embedding value-based decision-making and accelerating delivery of strategic outcomes.
• Designed and facilitated targeted Product Management training programs for agile leaders, increasing organizational maturity and scaling Product competencies across departments.
• Led the adoption of Value Management practices across the portfolio, establishing quantifiable business value metrics, enhancing benefits realization, and ensuring continuous alignment with enterprise strategy.
• Mentored multiple cross-functional agile teams, cultivating a culture of continuous improvement and high performance aligned with Product-centric delivery.
• Advised senior stakeholders on epic prioritization using the WSJF framework, embedding value-based decision-making and accelerating delivery of strategic outcomes.
• Designed and facilitated targeted Product Management training programs for agile leaders, increasing organizational maturity and scaling Product competencies across departments.
• Led the adoption of Value Management practices across the portfolio, establishing quantifiable business value metrics, enhancing benefits realization, and ensuring continuous alignment with enterprise strategy.
CONSULTING: BANK OF AMERICA, AT&T
Product Management / Strategy
Product & Agile Leader
1/2016 - 1/2020
Consulting: Product & Agile Leader
● • Led cross-functional agile teams from concept through launch to deliver DIRECTV NOW, a flagship digital streaming platform, accelerating market entry and expanding DIRECTV's customer base.
• Developed retention-focused product epics that increased satellite customer retention by 35% and doubled conversion rates from satellite to streaming services—bridging legacy and digital offerings.
• Oversaw 24 successful Program Increments (PIs), instilling disciplined agile delivery and optimizing throughput across distributed teams.
• Championed the enterprise-wide shift toward Program Objectives and structured epic/feature development, directly contributing to measurable gains in customer retention and lifetime value.
● • Led cross-functional agile teams from concept through launch to deliver DIRECTV NOW, a flagship digital streaming platform, accelerating market entry and expanding DIRECTV's customer base.
• Developed retention-focused product epics that increased satellite customer retention by 35% and doubled conversion rates from satellite to streaming services—bridging legacy and digital offerings.
• Oversaw 24 successful Program Increments (PIs), instilling disciplined agile delivery and optimizing throughput across distributed teams.
• Championed the enterprise-wide shift toward Program Objectives and structured epic/feature development, directly contributing to measurable gains in customer retention and lifetime value.
CONSULTING: BANK OF AMERICA, AT&T
Product Management / Strategy
Chief Product Owner
1/2011 - 1/2016
• Directed and optimized $10+ Million yearly spend, responsible for a marketing optimization project generating $50 Million p.a. with top tier clients such as Google and Adobe, driving digital engagement and optimizing ad spend.
• Grew user base by 400% as a result of the design and marketing of Optimizer 4.0.
• Transformed development teams to use agile methods, growing the Product team to 20+ members.
• Managed and brought to market industry-leading Software-as-a-Service analytics offering.
• Grew user base by 400% as a result of the design and marketing of Optimizer 4.0.
• Transformed development teams to use agile methods, growing the Product team to 20+ members.
• Managed and brought to market industry-leading Software-as-a-Service analytics offering.
Morningstar
Product Management / Strategy
Chief Product Owner
1/2008 - 1/2011
Hedge Fund Data – Chief Product Owner 2008 - 2011
• Tripled the amount of new business within a 12-month period, leading the firm's Internet-based Hedge Fund data analysis product.
• Led the Index team that selected indexes to use in Morningstar Direct. Led presentations to institutional users to showcase new indexes and index benchmark options.
• Led initiatives such as the "Transparency Score" and "Operational Risk Flags" for investor selection/screening.
• Tripled the amount of new business within a 12-month period, leading the firm's Internet-based Hedge Fund data analysis product.
• Led the Index team that selected indexes to use in Morningstar Direct. Led presentations to institutional users to showcase new indexes and index benchmark options.
• Led initiatives such as the "Transparency Score" and "Operational Risk Flags" for investor selection/screening.
Citadel Investment Group
Information Technology
Officer of the Chief Information Officer
1/2005 - 1/2008
• Defined and brought to market systems that provided competitive advantage to global investment managers.
• Promoted to manage IT Finance as Officer of the CIO to optimize IT cost and hit aggressive OKRs.
• Managed consulting vendors with 300 onshore / offshore consultants, refining the staffing model to be more akin to MSP.
• Promoted to manage IT Finance as Officer of the CIO to optimize IT cost and hit aggressive OKRs.
• Managed consulting vendors with 300 onshore / offshore consultants, refining the staffing model to be more akin to MSP.
BANCAMERICA ROBERTSON STEPHENS (INVESTMENT BANK)
Product Management / Strategy
Vice President Technology
1/1996 - 1/2005
• Conceived and led Internetstocks.com and myresearch.com from the ground-up as firm underwrote 74 Internet IPOs in 2 years, contributing to stratospheric rise of Robertson Stephens during the Internet boom.
• Led a high-performing group of 40 staff. Defined and implemented business models for the organization and led capital raising effort with CEO of Ameritrade and Schwab leadership.
• Developed technology roadmap and established corporate Internet Product strategy from inception. Conceptualized, initiated and managed internetstocks.com and myresearch.com products to help propel massive growth.
• Assisted CEO with business development and presentations to fortune 500 companies. Efforts culminated in the development of a new business unit.
• Led a high-performing group of 40 staff. Defined and implemented business models for the organization and led capital raising effort with CEO of Ameritrade and Schwab leadership.
• Developed technology roadmap and established corporate Internet Product strategy from inception. Conceptualized, initiated and managed internetstocks.com and myresearch.com products to help propel massive growth.
• Assisted CEO with business development and presentations to fortune 500 companies. Efforts culminated in the development of a new business unit.