Work Experience

• Charles Schwab

   - Lone Tree, CO Feb. 2017 - Jan. 2024

  Senior Product Manager – Developer PortalNov. 2021 - Jan. 2024

  As a Senior Product Manager at Charles Schwab, led the development of an innovative Developer Portal from inception to launch, spearheading a full range of brokerage, banking, and financial advisory services. Acted as the product owner, collaborating with technology partners to establish an efficient scrum team. Applied design thinking and value analysis methodologies to meticulously define and safeguard the scope of the Minimum Viable Product (MVP), ensuring the timely delivery of a comprehensive platform.

  Key Accomplishments:
  • Pioneered the creation and public launch of an externally facing developer portal, effectively disseminating Schwab's API Products and documentation across diverse Business Units and multiple unique user groups.
  • Spearheaded the creation of an external website, ensuring alignment with security, brand identity, industry best practices, and accessibility standards.
  • Engineered the "Bulk App Management" tool, enabling high-volume third parties to create and manage apps on the portal in bulk operations, resulting in significant time savings—approximately 1000 hours for registering 10K apps individually.
  • Drastically reduced the time to market for registering apps on the developer portal from 2-4 weeks to an impressive 24 hours.
  • Maintained an organized product roadmap using Jira Plans and conducted burn-up/burn-down analysis with Confluence tools.
  • Facilitated bi-weekly demos and monthly stakeholder updates, effectively communicating project health, identifying risks, and highlighting team successes and opportunities.

  Senior Product Manager – Distributed CommunicationsFeb. 2017 - Nov. 2021

  As a dedicated professional, effectively managed digital communications content and provided platform support for approximately 1000 unique service, operations, legal / regulatory, and marketing communications across three diverse platforms, delivering over 1 million communications annually. I specialized in designing content for various channels such as print and email letters, event invitations, printable cards, and customizable presentations. Led the migration effort of over 800 unique templates to consolidate platforms and replace an end-of-life product.

  Key Accomplishments:
  • Developed and implemented semi-customizable communication templates in Salesforce Marketing Cloud meeting brand, legal, and compliance requirements across multiple forms, including email, print, and downloadable content.
  • Realized a $5-$10K cost savings per custom communication by shifting to a templated configurable approach to communication design.
  • Reduced time to market from 2-4 weeks to a single day for critical communication requests.
  • Collaborated cross-functionally with internal partners to drive the creation, adoption, and evolution of content strategy, ensuring alignment with platform goals.
  • Designed and directed the comprehensive migration strategy of over 850 intricate customizable communication templates to a new platform, overseeing critical processes such as attestation, rigorous legal and compliance review, and securing stakeholder signoff.
  • Effectively navigated the complexities of the migration, ensuring seamless transitions and alignment with regulatory standards while garnering unanimous stakeholder approval.
  • Worked collaboratively with multiple business partners to develop a standard methodology and process for request intake, development, testing, soliciting feedback, and capturing approvals for communication products.

• Capital V, Inc

   - Centennial, CO June 2014 - Jan. 2017

  Product Manager

  As the Principal Product Manager at a business consulting startup specializing in business process modeling (BPM) and IT Requirements, I spearheaded impactful product enhancements through user-centric work sessions and collaboration with key customers. Taking a product from inception to launch.

  Key Accomplishments:
  • Spearheaded the development and launch of a cutting-edge SaaS Business Process Modeling Tool to align with Capital V Inc's proprietary business process methodology, enhancing efficiency and scalability.
  • Employing Agile methodologies, I prioritized product backlog, managed charter, vision, roadmap, and requirements to effectively manage the lifecycle for complex SaaS business process modeling software from conception to launch.
  • Conducted market analyses, refined a unique Business Process Modeling software product, and developed impactful go-to-market strategies, resulting in enhanced market relevance and successful positioning.

  Business Analyst

  Elevated operational efficiency for Fortune 500 clients through the adept application of a proprietary business modeling methodology and software. Specialized in developing comprehensive models for requirements gathering, process enhancements, standard operating procedure documentation, and gap analyses.

  Key Accomplishments:
  • At a prominent Fitness Center, played a pivotal role in vendor selection for a scalable enterprise software solution. Led the creation of a robust RFP, conducted value analysis, and implemented a scoring system to ensure optimal customization and efficiency.
  • Spearheaded supply chain efficiency improvements for a large Manufacturer by introducing sustainability tracking initiatives. Collaborated seamlessly with a cross-functional off-shore team to translate intricate business requirements into user stories and wireframes, fostering effective communication and implementation.
  • For a leading Global Mobile Communication Solutions Company, identified and mapped over 35 areas for improvement, providing valuable insights into enhancing enterprise-wide functional operations.

• BusinessGenetics

   - Centennial, CO June 2014 - Jan. 2017

  Product Manager | Business Analayst | Customer Satisfaction Specialist

  My multifaceted journey at Business Genetics involved various pivotal roles—from QA and Customer Satisfaction to Business Analysis, culminating in my tenure as Product Manager. In this strategic capacity, I orchestrated the entire software development lifecycle for an advanced proprietary business modeling software, intricately weaving in extensive features, and shaping the UX/UI, ensuring a seamless and visually captivating product.

  Key Accomplishments:
  • Led a transformative shift from ad-hoc to scheduled release cycles, optimizing the software development lifecycle with a focus on prioritizing value and quality delivery of features.
  • Successfully conducted market analyses, refining products, and developing go-to-market strategies for a unique business process modeling software. This strategic approach resulted in the creation of tiered cost-effective SaaS products tailored to specific client needs, complemented by the flagship on-premises enterprise edition.
  • Implemented and spearheaded a groundbreaking "dog-fooding" program, fostering collaboration between software team members and Senior Business Analysts, effectively bridging the gap between technical and business perspectives.
  • Actively involved software team members in business consulting initiatives, leading to a synergistic approach in gathering insights and prioritizing high-value features and enhancements

Prior Experience

• Hewlett Packard

  Quality Assurance Test Engineer

  Specialized in software integration testing for Storage Area Networks, ensuring seamless compatibility across a diverse spectrum of hardware, software packages, and operating systems.

• Comcast / AT&T Broadband (Formerly TCI)

  Senior IT System Analyst

  Beginning as a customer support technician, I progressed through diverse roles within the organization, ultimately reaching the position of Senior IT System Analyst. In this capacity, I assumed responsibility for optimizing organizational efficiency by conducting comprehensive analyses and enhancing IT systems.

• Hammer Arts

  Freelance Graphic Designer

  Versatile freelance graphic designer specializing in brand identity, website design, and application UI design. Combining creative intuition with technical expertise, brought fresh perspectives to each project. Proven track record of crafting impactful designs that elevate brands and enhance user experiences.

Education

• Metropolitan State University, Denver CO

  4.0 GPA

  Bachelor of Fine Arts - Painting Concentration

• Platt College, Aurora CO

  Associate of Arts - Applied Computer Graphic Design

• Illinois State University, Normal IL

  Bachelor of Science - Public Realtions

Volunteer

• Habitat for Humanity ReStore – Denver, CO

  Volunteer Softball Coach at Parker Hawks Softball  – Parker, CO

  Volunteer Softball Coach at ISSA Competitive Softball  – Aurora, CO

  Volunteer Baseball Coach at Cherry Creek Little League  – Aurora, CO

  Volunteer Soccer Coach at I9 Youth Sports  – Aurora, CO

Accomplishments

My professional journey is marked by a dynamic fusion of skills and expertise cultivated across various industries and projects. From navigating complex IT systems to crafting compelling design solutions, my career reflects a versatile and adaptive approach to achieving success in any environment. In each endeavor, I've leveraged a unique blend of skills tailored to the specific requirements of the industry and project at hand, consistently delivering impactful results.

• Most Notable Career Achievement:

  Orchestrated the seamless completion of a highly intricate migration project for Schwab, transitioning from an end-of-life distributed communications platform that supported 6.5K+ users and generated over 1.5M communications annually. This 18-month initiative encompassed meticulous vendor selection, extensive requirements gathering, and a streamlined 35% reduction of 830 unique, complex, multi-channel communication templates. The outcome not only realized $130K in cost savings but also ensured the timely fulfillment of the platform's end-of-life deadline. Notably, the project navigated challenges, including simultaneous support for three separate platforms and the smooth adaptation to a work-from-home model necessitated by the COVID pandemic. I adeptly managed the attestation and devised a comprehensive strategy for the migration process, cementing a hallmark achievement in my professional journey.

• Developer Portal Advancement:

  Pioneered the conception and development of Schwab's external developer portal, meticulously crafting a comprehensive solution to supersede a vendor-provided legacy platform. Emphasizing configuration over customization, I adeptly addressed the diverse needs of multiple lines of business within the firm, reconciling varying user requirements and potential conflicts. This initiative seamlessly onboarded new lines of business and API products, streamlining processes to negate the need for additional developer support. Remarkably, the product was released well ahead of the deadline, enabling a smooth migration for existing third parties before the expiration of support and contracts for the previous developer portal. This strategic approach not only ensured uninterrupted services but also resulted in substantial savings of $100K in licensing and hosting costs for the firm.

• Marketing Communications Platform:

  Revolutionized the Charles Schwab Local Marketing Communications Platform by addressing challenges associated with decentralized handling of templated communications. Collaborating with the in-house creative agency, brand and compliance teams, business partners, and stakeholders, I spearheaded the development of "Primary Templates" to ensure communications were standardized, reusable, and brand / Legal compliant. This strategic initiative significantly reduced time to market for "urgent" requests from two- four weeks to a single day, showcasing enhanced agility. Moreover, the introduction of an in-house template configuration approach yielded substantial cost savings of $5-$10K per custom developed template, effectively mitigating inconsistent branding and non-scalable design challenges while optimizing the platform's overall efficiency.

• Onboarding New Hires:

  In the dynamic task of enhancing the onboarding process for a substantial influx of over 8,000 interns every six months, I spearheaded transformative initiatives. By strategically streamlining business processes and meticulously identifying integration points between HR systems, I devised a unified data capture process for all new hire information. Implementing a sophisticated workflow for all new hire requests, I successfully compressed the previously two-week onboarding procedure into a streamlined one-day operation. This comprehensive enhancement encompassed all facets, from facilities requests to badging, computer setup, and IT services, demonstrating a remarkable optimization of efficiency and responsiveness in the onboarding of a large volume of new hires.

• Animation Studio:

  In a leadership capacity within an Animation Studio, I managed a highly intricate visual effects project for a high-value client, navigating through a particularly challenging time constraint. To ensure seamless project management, I introduced and implemented a Kanban board, a "shot" tracking system, and a specialized Visual Effects Showrunner template. Taking on the role of Scrum Master, I orchestrated effective communication channels, managing feedback loops between the Producer, Director, and the visual effects team. Through meticulous planning and coordination, the team successfully delivered all visual effects on time for the promotional film, a remarkable accomplishment that later earned the project a prestigious SXSW Award. This multifaceted achievement not only showcased effective project management but also highlighted the ability to deliver high-quality results under intense deadlines in the demanding field of visual effects production.