Resume

Professional experience, education, and skills

Experience

JP Morgan
2025 -- Present
Senior Product Associate, Data
  • Own end-to-end product strategy for bond data across Debt Capital Markets (DCM), covering issuance, reference, and trade/quote data systems
  • Architect scalable ETL pipelines and data transformation workflows in Databricks, driving data-driven decision-making across trading desks
  • Define and iterate on database schema design and financial data models, aligning cross-functional stakeholders around a unified product roadmap
  • Partner with engineering, trading, and sales to prioritize features, ship product increments, and measure key performance indicators (KPIs)
Range Financial
2024 -- 2025
Senior Product Manager - Data and AI
  • Led product discovery and user research to build a data-driven roadmap, increasing financial planner-to-member ratio by 55% through prioritization and go-to-market strategy
  • Shipped Range AI, an AI/ML-powered automation tool for retirement calculations, reducing planning time by 30% and validating product-market fit in a Series A fintech
  • Launched new member onboarding flow cross-functionally, eliminating 2 hours of manual work per customer and improving activation metrics
  • Developed a recommendation algorithm to automate investment plans, saving up to 3 hours per plan and scaling advisor throughput
  • Designed ETL tables and dynamic dashboards in a data warehouse for tracking financial benchmarks, increasing operational efficiency by 80%
  • Reorganized the Product org around outcome-based OKRs, driving alignment across 5 product launches
Baton Technologies
2020 -- 2023
Head of Product and Data
  • Directed product roadmap strategy using market analysis, customer feedback loops, and quantitative research, scaling from 8 to 50 B2B enterprise customers (525% growth)
  • Managed the full product lifecycle from user stories and Figma prototypes through design and engineering handoffs, tracking success metrics across 80+ feature launches
  • Centralized cross-team analytics and reporting in MySQL, Metabase, Sheets, and Salesforce, enabling data-driven decisions for all 4 internal teams
  • Led Jobs To Be Done (JTBD) discovery interviews with implementation experts, shipping features that grew revenue by 10% and achieved 100% net retention
  • Developed and launched pricing model tiers through competitive benchmarking and sensitivity analysis, increasing revenue by 8%
  • Operationalized Salesforce data governance and validation rules, improving accounts receivable accuracy from 76% to 100%
Beam Dental Insurance
2019 -- 2020
Lead Product Analyst
  • Led a team of three analysts to stand up operational efficiency measurement from scratch, identifying high-impact product opportunities using data analytics
  • Built headcount forecasting models incorporating driver-based efficiency gains and seasonality, reducing overtime costs by 22%
  • Developed competitive intelligence and customer targeting strategy using pricing model analysis, increasing contract win rates from 6% to 9% (50% lift)
  • Shipped a fraud detection model in R using random forest classification and machine learning, increasing fraud identification by 15%
  • Automated sales performance dashboards for leadership, surfacing team-level insights that increased revenue by 6%
Convoy
2016 -- 2019
2018 -- 2019
Senior Product Manager - Contract Revenue Promotion
  • Owned the product roadmap for contract negotiation tools, leading a cross-functional team of 10 (engineers, data analysts, designers, operations) to bid on $10B of contracts and generate over $300M in Annual Recurring Revenue (ARR)
  • Designed and executed A/B testing frameworks for contract pricing models, driving $50M incremental ARR through data-driven experimentation
  • Improved unit economics by 12% relative to market through pricing optimization and cost reduction initiatives
  • Negotiated multi-year vendor deals, saving $1.2M over 3 years and unblocking critical integrations
2017 -- 2018
Product Manager - New Products Promotion
  • Built a 3-year financial model supporting the CFO through successful Series B, C, and D fundraising totaling $650M, demonstrating strong unit economics and growth trajectory
  • Created a seasonal margin maintenance framework, preserving 8% margin versus expectations while sustaining revenue growth
  • Bootstrapped a minimum viable product (MVP) to automate bidding, delivering 200% sales team efficiency gains and validating a new product vertical
  • Developed a data-driven shipment classification framework that shifted strategy from industry-based to characteristic-based segmentation, increasing company margin by 3%
2016 -- 2017
Founding Data Scientist - Pricing
  • Built predictive pricing models to support geographic expansion, reducing model error by 44% and enabling scalable market entry
  • Architected a Redshift data warehouse handling 5 TB of data using Fivetran and dbt, establishing the company's first self-serve analytics infrastructure
  • Created Convoy's core pricing tool using JavaScript and Google Sheets, directly contributing to approximately $500M in ARR
  • Developed an API-driven RFP bidding pipeline connecting internal and external data sources, generating over $25M in revenue in nine months
  • Mentored 2 team members into analytics roles by teaching SQL and data analysis, building team capability and bench strength
Bridgewater Associates
2015
Trading Associate
  • Executed systematic trading strategies across global markets for a ~$100B portfolio
  • Produced daily trading activity reports and market intelligence briefings for a team of 9 traders
Chopper Trading LLC
2013 -- 2015
High-Frequency Trader
  • Led trading algorithm optimization with a team of three engineers, applying machine learning techniques to improve performance across 15 asset classes
  • Developed quantitative trading strategy algorithms and automated testing frameworks in Python
  • Automated algorithm performance review pipelines using Python, R, and VBA, increasing analysis efficiency by 50%

Education

Carnegie Mellon University

Business Administration and Statistics Double Major

Pittsburgh, Pennsylvania -- 2013

Certifications

Series 3

Financial Industry Regulatory Authority (FINRA)

Skills & Tools

Technical Skills

Python SQL R JavaScript VBA AI Machine Learning Databricks Snowflake Redshift MySQL dbt Fivetran Salesforce Metabase Tableau Figma Excel / Google Sheets Data Visualization ETL A/B Testing Data Warehouse Predictive Modeling API PowerPoint Fintech

Team Skills

Communication Product Vision Agile Strategy Cross Team Collaboration Jira Scrum MVP User Research Stakeholder Management Leadership

Frameworks & Libraries

React Native / Expo Next.js TypeScript Tailwind CSS FastAPI SQLAlchemy Alembic Jest

Domain Knowledge

Bond Markets Debt Capital Markets Financial Data Modeling High-Frequency Trading Quantitative Trading Logistics & Supply Chain Insurance SaaS Series A-D Fundraising Publishing & Self-Publishing
Academic Projects
Research

Power Law Inference

Researched heavily tailed distributions and coded a unified power law statistical package in R for public use.

2012
Policy Analysis

Transportation Funding in Pennsylvania

Analyzed effects of hybrid vehicles on state tax systems and infrastructure. Developed recommendations to reduce the transportation budget deficit.

2012
Qualitative Research

The Future of Work

Coded and analyzed interviews about economic outlook before and after the 2008 financial crisis.

2011