I’ve crafted this interactive resume as a creative endeavor to push the boundaries of my proficiency in R, Rmarkdown, and CSS. I trust you’ll discover this unconventional resume to be both engaging and more comprehensive than what’s traditionally condensed onto a single page. Please be aware that the links within the “Recent Research and Publications” and “References” sections necessitate an internet connection for full functionality. Enjoy the journey!
Product manager with over 5 years of experience in defining product strategy and vision, managing full product lifecycles, and leading cross-functional teams. Proven expertise in incubating software solutions to address large-scale business problems. Skilled at integrating customer insights into product requirements, fostering engagement across technical and non-technical stakeholders, and delivering innovative solutions. Currently pursuing a part-time Master’s in Information Technology at Virginia Tech with a focus on big data and software, and leading diversity and inclusion efforts.
Hover over the edges of each bar for more information. Continue to the ‘Relevant Experience’ section for more detail.
As a passionate advocate for continuous improvement and staying at the forefront of the tech industry, I have cultivated a diverse set of certifications and skills to deliver exceptional value to both my team and customers. My commitment to staying up-to-date with the latest industry developments has been a driving force in my career success.
At ETON Solutions, I had the privilege of contributing to the success of a platform responsible for overseeing client assets exceeding $425 billion, serving over 1,200 users, and processing 3.2 million transactions annually. As an integral member of a dynamic 15-person Product Management team, my primary responsibility revolved around elevating the platform’s reporting capabilities and expanding customer options for custom integration via APIs.
My role encompassed leading technical teams to design and implement end-to-end solutions, including the ideation, roadmap design, development, rigorous testing, and, ultimately, the successful sale and implementation of platform enhancements. Through this experience, I demonstrated my proficiency in product management and my commitment to delivering innovative solutions to meet the evolving needs of our clients.
Product advisor to C-suite leaders within the wealth management industry.
Developed innovations on a B2B SaaS fintech platform managing $425 billion in assets, 1200+ users, and 3.2 million transactions annually.
Led a technical team through a company-wide BI platform transition, from conception to implementation across 30+ clients to deliver a scalable and unified data model and data warehouse.
Bridged the gap between technical and non-technical audiences at all levels of the organization and facilitated communication between stakeholders to ensure a cohesive software development process.
Managed API development and integrations crucial for supporting joint solution offerings and platform integration for scalable adoption within the partner ecosystem.
Developed the product roadmap and led a team of developers to transition the platform to industry-standard Single Sign-On (SSO) libraries and interfaces (MSAL, OWIN)
Consulted C-suite and upper management stakeholders within Fortune 100 and Fortune 500 customers, leading partners to build new practices and offerings based on KPMG’s suite of technology solutions. Developed and implemented CECL-compliant models and analytics solutions. Beyond a hands-on technical role, I assumed a pivotal position overseeing the end-to-end model evaluation process, including managing and mentoring the team and building customer relationships to expand strategic accounts and go-to-market innitiatives.
Product advisor and consultant to C-suite and upper management stakeholders in Fortune 100 and Fortune 500 customers in the finance industry.
Worked to align customer technology roadmaps and services with KPMG’s technology offerings.
Actively engaged with stakeholders across all levels of the organization, inlcuding technical analysts, upper management, and C-level.
Managed end-to-end go-to-market efforts (research/design, marketing pitches, new product demos, engagement and Statement of Work (SOW) contract drafting)
Validated financial models and code for compliance with industry Model Risk Management practices (SR11-7)
Worked with Linear and Logistic Regressions, Migration and Vintage Analysis, and Scorecard models.
Partnered with internal teams to provide free Microsoft Azure certification program for the Risk team.
Maintained responsibility for upkeeping and adding new data and capabilities to Fannie Mae’s data analytics platform called Data Dynamics, created for investors in credit risk and credit insurance risk transactions.
Automated legacy monthly reporting processes by leveraging R to unify siloed data sources (manually calculated Excel workbooks, Netezza databases) into a consolidated deliverable. Used packages such as tidyverse, zoo, RODBC, lubridate, DT.
Created a Credit Insurance Risk Transaction dashboard for an internal client using Shiny to display the performance over time of key metrics used to compare investment offerings. Examples include prepayment rates, potential future exposure, conservatorship capital requirements, stepdown occurrence. Leveraged plotly and flexdashboard for visualizations.
Responsible for daily financial analysis and reporting of companies comrpising 60% of the firm’s $1 billion in Assets Under Management (AUM). Performed financial analysis, due diligence, valuation, quarterly earnings reporting, issued buy/sell/hold opinions and consulted Portfolio Managers and Advisers on client-specific questions.
Responsible for creating daily significant updates and weekly internal strategy updates for the Investment Committee comprised of analysts, portfolio managers, advisers and company executives.
Performed market research and data analysis using the Bloomberg Data Terminals, Excel and VBA to identify and recommend new long-term equity and intermediate-term fixed income additions to the investment portfolio.
Drove significant process improvements by reducing the quarterly performance reporting workload from 192 hours to 3 hours by automating reporting processes using VBA automation.
Organized and participated in quarterly meetings with sell-side researchers from Goldman Sachs and Vanguard Group.
One of two undergraduate students at NYU to earn a competitive grant of $6,500 from the Department of Social Sciences and Economics supporting experimental research in London, UK.
Explored the effect of how information bias affects opportunity cost as it relates to an individual’s decision to enforce the social norm against littering on the U.K. public transportation system.
Completed 212 field experiment trials and collected 144 surveys, within 15 days on site, exceeding target expectations.
Utilized difference-in-difference estimators, logit regressions, and interaction & proxy variables in STATA to discover new statistically significant findings submitted for review to the NYUAD journal of social sciences.
Investigated the effects of human capital on economic development across 147 countries using literacy rates as proxy variables in log-level multiple linear regressions within STATA.
Co-managed the yearly budget of $10,000 designated for campus-wide events. Led monthly professional, networking, educational, and entertainment events and programs for residents. Negotiated with the student body on behalf of ResEd.
Cooperated with on-campus security, other R.A.s and staff to ensure a safe environment for residents.
First-responder to emergency situations.
Current GPA 4.00/4.00
Merit-based scholarship recipient - external link to view press release
Expected graduation in 2025
Relevant coursework: Object-oriented programming with Java, Advanced Database Management Systems, Crime and Conflict in Cyberspace, Leadership in Technology-Based Organizations
Graduated with honors with a 3.7/4 GPA.
Minored in Finance with coursework completed at NYU Stern School of Business.
Received a four-year full academic merit scholarship to attend NYU Abu Dhabi - NYU’s global campus with a less than 5% acceptance rate.
Phi Kappa Phi honor society member.
Merit-based VT MIT Scholarship Recipient.
KPMG Women of Risk Committee Lead focused on sponsoring women’s advancement within the practice.
“Standing Ovation” award for dedication during KPMG’s first FASB CECL standard implementation season.
Received a “We Serve Our Partners” award from Fannie Mae for an exceptional client-facing presentation.
Led G&G Research Team in placing 1st in terms of lbs/person of food donated to Feed More Hunger Relief Org.
NYU Founder’s Day Award for Academic Excellence.
Finalist of the U.A.E. Undergraduate Research Competition (selected in the top 10 out of 260 contestants).
Volunteer at the NYU Moses Center for Students with Disabilities.
President’s Education Awards Program for Academic Excellence, signed by the President of the U.S. and the Secretary of Education.
In human interactions, group membership plays a significant role, but we have limited real-world data on how it affects people’s willingness to enforce rules by penalizing rule-breakers. This research aims to explore the impact of group membership on norm enforcement. Specifically, we have gathered field data to determine if individuals are more inclined to punish those from their own social group or outsiders. This investigation provides insights into the factors that drive cooperation among strangers in today’s societies.
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This research project explores the connection between a country’s economic development and its literacy levels. I use GDP per capita as a measure of economic development and growth. In this study, my dependent variable is a country’s GDP per capita in 2014, while the independent variable is the literacy rate in 2014, measured as the percentage of the population aged 15 and over who can read and write.
Right Click and Open in New Tab to View or Download Full Paper Here.
The following individuals have consented to being contacted via email to provide references on my behalf.
Clay Reimer
Chief Development Officer at Eton Solutions
Clay was my direct superior at Eton Solutions.
Email: clay.reimer@eton-solutions.com
Robert Mallernee
CEO at Eton Solutions
Rob and I have worked together on ideating back-end and front-end platform improvements.
Email: rob.mallernee@eton-solutions.com
Kyle Sickles
Product Owner at Eton Solutions
Kyle and I have worked closely together on the BI platform migration.
Email: kyle.sickles@eton-solutions.com
Arthena Mayfield
Product Manager at Eton Solutions
Arthena and I have closely collaborated as part of the Spark Team, dedicated to tackling the most complex challenges encountered by the business.
Email: arthena.mayfield@eton-solutions.com
Alexander C Smith
Partner at PwC
Alex was my direct supervisor at KPMG and is now a partner at PwC. With Alex’s mentorsip, I co-led the ADAPT project that created an automated data cleansing and preparation tool in Python is Machine Learning algorithms.
Abigail Boor Holden
Managing Director at KPMG US
Abby was my direct supervisor at KPMG.
Email: aboorholden@kpmg.com
Uros Milojkovic
Senior Software Engineer at Fannie Mae
Uros was a colleague at Fannie Mae.
Email: uroshm@gmail.com
Ephraim Ulmer
Wealth Management Advisor at Godsey & Gibb Wealth Management
Ephraim was my direct superior at Godsey & Gibb.
Email: eulmer@godseyandgibb.com
Jean McGowan, CFA
Director of Investments at Godsey & Gibb Wealth Management
Jean was my direct superior at Godsey & Gibb.
Email: jmcgowan@godseyandgibb.com