Oct 2022 – Nov 2025 · 3 yrs 1 mo

• Enterprise fintech product leader specializing in payments, banking, escrow, and data infrastructure. I've built BaaS platforms, open banking APIs, and B2B SaaS products that increased customer adoption by double digits, reduced operational costs, and accelerated time-to-market in highly regulated environments.
• I combine customer discovery with data analysis to map how money moves through systems, then translate complex requirements into scalable solutions. I validate assumptions early, challenge obvious answers, and ship products that solve the right problem—partnering cross-functionally to balance technical feasibility with business impact.
• Core capabilities: Payments infrastructure • Open finance APIs • Embedded banking • Agentic AI automation • Data product strategy
• https://www.firstamtrust.com/

May 2020 – Oct 2022 · 2 yrs 5 mos

• Fintech B2B SaaS Product Management. cloud migration, open API, digital transformation, unbundling new markets 🤯🚀
• Converting the mindset and creating the organizational movement from project to product, output to outcomes.
• Product innovation lead by customer needs.
• Understanding our customers so we can re-imaging data/document services.

Mar 2019 – Apr 2020 · 1 yr 1 mo · Thousand Oaks, California, United States

• Understanding why our customers want a solution and offering up the right product services to solve for the right problem statements.
• Responsible for the Credit & Identity Theft Protection offerings & growth of organic acquisition. Lead, define develop & organize the product strategy, solutions, road map & initiatives for credit & identity products, which included product design, development, implementation, roll-out and customer satisfaction surveys & product risk management.

Sep 2017 – Jan 2019 · 1 yr 4 mos · El Segundo, California

• Responsible for development and ongoing portfolio management of credit & debit card products of 105MM with continuous focus on optimizing product performance & increasing Kinecta’s top line revenue growth w YoY portfolio performance growth of 7%.
• Product ownership & growth responsibilities for Debit cards, MyPlan (Secured), MyPower (Sub-Prime), MyPerks (Rewards) and MyPro (Small Business) credit cards.
• Managed the P&L and defined product portfolio strategy for debit and credit card portfolios which include increased activation, acquisition, usage/retention, risk strategies.
• Works closely with programmers, UX designers, marketing, legal/compliance and product marketing managers from conceptualization to a feature MVP.

Feb 2017 – Aug 2017 · 6 mos · Costa Mesa, California

• Create business cases, forecast models, go-to-market strategies for new features and products.
• Monitors industry trends, including researching competitor practices and pricing.
• Provides recommendations on product pricing strategy.

Jan 2016 – Mar 2017 · 1 yr 2 mos · Costa Mesa, CA

• Product line manager of outdoor AP's and technology that allows for seamless connectivity no matter where you are in the world.

Mar 2015 – Jan 2026 · 10 yrs 10 mos

• Sincerely Sweet is a women-owned fashion brand founded by designer Judy, built on the belief that style should be timeless, expressive, and made to last. We design and manufacture vintage-inspired, enduring fashion and accessories for a wide range of occasions, blending classic aesthetics with modern craftsmanship.
• Beyond our own collections, Sincerely Sweet offers end-to-end manufacturing and supply chain solutions for retail and ecommerce businesses. Partners can launch using the Sincerely Sweet brand or leverage our white-label capabilities across women’s accessories, apparel, and ecommerce-ready product lines. From design and production to scalable fulfillment, we help brands bring thoughtfully made products to market with confidence and efficiency.

Jan 2014 – Mar 2015 · 1 yr 2 mos

• Product leader partnering with founders on 0→1 GTM, positioning, and monetization. Drove market research and pricing strategy across 15+ competitors, launched multi-channel acquisition engine, and increased inbound demand by ~30%. Designed segmented B2B monetization and lifecycle email strategy, improving conversion ~20%+ and unlocking new revenue streams.

Aug 2012 – Mar 2015 · 2 yrs 7 mos · Irvine, California, United States

• Simply put... what did I do? Big data & simplifying very technical processes 🤣 Bringing together massive amounts of data to surface up immediate and readily available insights on whether to make a purchase, align business objectives or just understand basic human behaviors 💥💯

Sep 2010 – Jul 2012 · 1 yr 10 mos · Orange County, California, United States

• Business development - bridged partnerships with similar and adjacent companies for widening the brand
• UI/UX development to increase user engagement and mobile usability
• Research and identify new opportunities for growth and expansion (both users and new sources of revenue)
• Curated gamification techniques with UX/UI for enhanccced users engagement and CTR
• Presentations at food cultured events for brand awareness and bridging connections
• Edited cooking videos and created engaging graphics
• Email campaign management

Jan 2009 – Jan 2011 · 2 yrs · Costa Mesa, CA

• QA manager, Supply Chain, Logistics, WMS Systems
• Performed the QA, Business Analyst & wrote up User Acceptance testing scripts
• Responsible for creating a standardized form of documentation
• Train the end users on all new programs promoted to production
• Performed gap analysis to identify the deficiencies of the current system and to identify the requirements for the proposed system.
• Gathered business requirements and mocked them up in functional spec and Use Case diagrams
• Worked in all phases of the Software Development Life Cycle (SDLC).
• Translated business requirements into functional specifications for communication to technology team. Developed requirements prioritization; final prioritization was based on an intensive analysis of both, product, and process requirements.
• Created modeling of the business and application using Visio and Unified Modeling Language.

Jan 2008 – Jan 2009 · 1 yr · Los Angeles, California, United States

• Implementation of Healthcare ERP
• Crystal reporting (ad-hoc) via SQL server
• Managed the entire product life cycle from strategic planning to tactical execution
• GAP analysis for the current legacy in comparison to the new ERP
• Created the user stories for the migration from legacy to ERP
• Customized the ERP to work with the business processes and workflows between various departments.

Jan 2006 – Jan 2008 · 2 yrs · Greater Los Angeles Area

• Server farm operations & management and securities.
• Specialized in creating cross-functional, cross-organizational teams with the customer to identify, prioritize, and design solutions for business requirements.
• Managed the business/system requirements, performed requirements analysis and created use case scenarios.
• Involved in functional system testing, integration testing, regression testing, and user acceptance test using the test cases given by the client before releasing the application.
• Managed and maintained server farms, enterprise network connectivity, Active Directory and Novell NDS.
• Managed SAN, database servers (SQL Server 2000 and Oracle 9i), application servers and file servers.
• Tested VMWare solutions in test environment.

Jan 2004 – Jan 2006 · 2 yrs · Long Beach, CA

• SA PeopleSoft implementation, configuration and day to day operations. FA technical support, network configuration and server implementation.
• Training end users for each module on how to use the system
• Created the documentation for the user to follow based on the business rules and procedures
• Worked on the full lifecycle implementation of PeopleSoft HRMS, which included planning, designing, implementing, testing, documenting and maintaining the system.
• Configured the functional end to meet business rules and processes.
• Designed and implemented custom retroactive pay and benefits functionality.
• Developed SQRs for billing reports, audits and management reports.
• Created entity-relationship diagrams, data flow diagrams and flowcharts.
• Created ad-hoc reports, entity-relationship diagrams, data flow diagrams and flowcharts.
• Involved in functional system testing, integration testing, regression testing, and user acceptance testing using the test cases given by the client before releasing the application.

Jan 2003 – Jan 2004 · 1 yr · Irvine, CA

• Network Analysis, Server and VPN monitoring & troubleshooting, Network diagnosis and vulnerabilities
• Involved in functional system testing, integration testing, regression testing, and user acceptance test using the test cases given by the client before releasing the application.
• Composed, designed and developed on-line help function as well as desktop user manual.
• Created business flow diagrams to illustrate where each piece of project creation passed off to another application and defined security roles for each user.
• Programmed ASP scripts for custom database interface.
• Designed, programmed & tested code in C++ & VBScript.
• Created the business architecture documents to provide an overview of different aspects of the application.