Jan 2020 – Jan 2025 · 5 yrs · San Francisco, CA · Remote

• IPO July 2021 (NYSE: $BLND)
• Reported to Chief Product Officer and served as his Chief of Staff; generated insights for Board and led annual and quarterly planning for EPD org (200+ FTEs) to ensure appropriate prioritization and resourcing of all R&D initiatives
• Led team of Product Operations Managers in establishing systems and processes to improve the product development lifecycle
• Led team of Product Analysts to drive commercial success by synthesizing quantitative and qualitative data into actionable recommendations
• Implemented a standardized go-to-market/New Product Introduction process to ensure successful and repeatable product releases

Jan 2018 – Jan 2020 · 2 yrs · San Francisco, CA

• Acquired June 2023 by BrightFlow AI
• VP, Strategy and Operations (2020)
• Head of Operations, Lending (2018 - 2019)
• Led Business Operations, Strategy, Analytics, and Loan Operations teams for new business unit that achieved 33x growth ($15M to $500M in loan originations) in 24 months
• Led cross-functional team to launch $200M levered credit fund, enabling sustainable and predictable access to capital
• Optimized customer acquisition, leveraging proprietary data science and machine learning platform to identify target audience and customize marketing campaigns on a per-customer basis
• Managed operating model, reporting to executive team and Board, strategic and financial planning, goal setting, as well as relationships with all cross-functional constituencies (Legal, Compliance, Finance, etc.)
• Led team to implement full technology stack (CRM, online application, underwriting platform, loan servicing, investor reporting, etc.) for asset-based lending product
• Redefined customer success strategy, leading to an increase in average loan size from $161k to $703k over 24 months

Jan 2013 – Jan 2018 · 5 yrs · San Francisco Bay Area

• IPO June 2021 (NYSE: $SOFI)
• Business Development / Product Development (2013 - 2018)
• Launched SoFi's second product (variable rate student loan ReFi product) in 2013, which now accounts for ~50% of SoFi's $XXB of student loans funded
• Developed SoFi's third product (ReFi Pro) from ideation to deployment in 2013, expanding eligible customer base from graduates of 100 schools to 2,400+ schools
• Built first-ever Employer Student Loan Subsidy product for Apple (launched June 2015), which evolved into main product offering for SoFi At Work
• Designed Employer Student Loan Contribution product (June 2016), closed first deals with key customers, and gathered customer feedback to incorporate into product
• Built out B2B partnerships channel, which represents ~30% of SoFi's loan volume across 700+ partnerships. Developed strategy, closed early deals, managed partnerships (Apple, Facebook, Goldman, Morgan Stanley, Fidelity, Bain, Intuit, Intel, Orrick, etc.), and helped scale team from 0 to 500+ partnerships
• Led rating agency due diligence process to secure an A rating on SoFi's first securitization ($152M of Senior Notes, Dec. 2013)
• Co-led SoFi’s third securitization ($303M of Senior Notes rated A by Moody’s, S&P, and DBRS, Nov. 2014)
• Led execution of SoFi’s largest forward flow whole loan sale (Citizens Bank, $300M+, June 2015)
• Established student loan ReFi warehouse financing facility (Deutsche Bank, $100M, Dec. 2014)
• Business Operations & Strategy (2017 - 2018)
• Increased cross-sold accounts by 2.4x in 2017 by changing product to screen applicants for multiple lending products, launching rate discount for repeat customers, executing marketing campaigns to advertise rate discount, and launching outbound calling program
• Created new system to track $175M annual marketing spend (increasing accuracy from 86% to 99.6%) and developed conversion tracking/KPI dashboards to enable marketing channel optimization and inform budget allocation

Jan 2012 – Jan 2014 · 2 yrs · Greater New York City Area

Jan 2011 – Jul 2012 · 1 yr 6 mos · Boston, MA

Jan 2009 – Jan 2011 · 2 yrs · Boston, MA

May 2008 – Aug 2008 · 3 mos · New York, NY

• BlueGate is a boutique real estate investment banking firm, offering services in the areas of investment sales, portfolio and property financing, and debt and equity capital raising for real estate projects.

Jun 2006 – Aug 2007 · 1 yr 2 mos · Portland, Maine · On-site

• WEX is a global leader in financial technology solutions. We simplify the complexities of payment systems across continents and industries, with specialized solutions for fleet and mobility, corporate payments, and employee benefits.

Jan 2005 – Jan 2009 · 4 yrs · Poughkeepsie, NY

• Supervised 50 callers and 7 managers, leading Phonathon team to exceed goal by 25% and break fundraising record in 2009
• Set record for amount of money secured by an individual team member