A Bit About Me
With over 8 years of professional experience, I am an experienced product manager and strategist with a proven track record in leading technical and non-technical teams and innovating within complex systems. My extensive background includes developing products and services in a variety of industries, notably traditional finance (TradFi), fintech, AI, and blockchain/Web3.
In my capacity as the Vice President of Product & Strategy for (Smart) and at Nerd, I led efforts in product-discovery, iterative design, and strategic operations to achieve product-market-fit. Serving as an advisor and leader in various web3 projects, I guided organizations in developing tactical, tokenized solutions that utilize technologies like NFTs and smart contracts. Additionally, I provided counsel on transitioning centralized (web2) business operations into decentralized (web3) systems. I also served as product lead over some of our most important web3 products including, blockchain infrastructure, NFT platform, self-governance voting systems, oracle node utility, and tokenomics/rewards platforms.
With an MBA from the Saïd Business School at the University of Oxford (Class of 2022) and a bachelor's degree in business management from Brigham Young University (BYU), focusing on human resources and strategy, I bring a robust academic foundation to my roles.
Before joining Smart and pursuing my MBA, I held roles ranging from financial advisor to product manager for Wells Fargo Advisors (WFA). In the latter position, I contributed significantly to the development of WFA’s digital wealth management solutions. I also completed a variety of internships and other roles, refining my business acumen and management skill sets.
Motivated by a passion for technologies that empower users to make informed decisions with their data, I am a dedicated advocate for user empowerment and technological innovation.
Outside of my professional commitments, I am an active community member and Node Operator of multiple blockchain projects.
Work Experience
Nerd United
May 2022 to Present
Nerd is a technology accelerator of web3 Projects and start-ups, specializing in blockchain infrastructure, oracle node networks, bridges, non-custodial wallets, and modular rewards programs.
VP, Product & Strategy
August 2022 - Present
Director, Product & Strategy
September 2022 - August 2023
Senior Product Manager
April 2022 - September 2022
-
Directed 4 cross-functional teams to develop and ship a suite of tokenization services and non-custodial wallet platforms, empowering B2B customers to create immersive, gamified product engagement and pursue product-market fit.
-
Supported the product launches of 10 web3 communities and associated infrastructure, including Layer 1 blockchains, bridges, and voting systems.
-
Advised B2B clients on optimizing credit card purchases and expanding customer engagement with tokenized (e.g., NFT) asset technology, catapulting recurring daily sales to over $100K.
-
Architected modular rewards engine and oracle node platform strategies, catalyzing community-driven product development and blockchain network interoperability for 12 web3 communities and 15 startups.
-
Spearheaded the alpha launch of Compass, (Smart)’s AI and blockchain-based product, attracting a robust user base of over 300 alpha testers.
-
Led 0-to-1 product development, business model analysis, and brand marketing for (Smart)’s 3 diverse product lines.
-
Orchestrated product strategy, roadmap, and stakeholder/user research for the Nerd’s NFT platform and 5 pilot collections.
-
Formulated product roadmap and go-to-market strategy for (Smart)’s 2 AI and blockchain-based business lines.
-
Generated monthly financial analysis and operations reports to track (Smart)’s and OVVN Solar’s paths to profitability.
-
Oversaw modernization efforts for SetPowerFree's website, e-commerce, and digital rewards interfaces and UX.
-
Established Elevate’s 0-to-1, product strategy and development of Elevate's blockchain-based product offerings.
-
Led task force to develop a product optimization playbook for Nerd's start-up accelerator portfolio.
Wells Fargo Advisors, Digital & Automated Investing (D&AI)
May 2017 to September 2021
Digital & Automated Investing is a branch of Wells Fargo Advisors that offers customers a variety of retail investment products including automated/AI-driven; self-directed; and phone-based, advisory services.
Product Manager
May 2019 - September 2021
Financial Advisor
May 2017 - May 2019
-
Educated strategic vision and product roadmap decisions through client attrition analyses, reducing attrition by 5 percent.
-
Managed D&AI customer re-engagement efforts via semi-monthly public-facing communications and webpages.
-
Pioneered centralized, automated email distributions, reducing distribution costs by 80%.
-
Led sprint teams in increasing Financial Advisor productivity, client satisfaction, and risk exposure reduction.
-
Built and maintained thousands of loyal client relationships, providing tailored financial advice and portfolio growth.
-
Contributed to the successful rollout of robo-advisory investment offering, expanding client segment, and 90 percent financial advisor adoption.
Union Pacific
May 2016 to August 2016
The Union Pacific Railroad is a Class I freight-hauling railroad that operates over 32,200 miles of rail, connecting 23 states in the western two-thirds of the United States.
Talent Development Intern
May 2016 - August 2016
-
Developed UP's Leadership Development Program's finance e-learning module, reducing classroom instruction by 8 hrs.
-
Created 2 self-improvement tools on innovation and communication, enhancing UP's Core Competencies Toolkit.
Sutter Health
April 2015 to August 2015
One of California’s largest and most innovative healthcare systems, Sutter Health, provides healthcare access across diverse urban, suburban, and rural communities.
Strategy & Business Development Intern
April 2015 - August 2015
-
Led competitor and market analysis of healthcare & wellness providers and vendors, educating Sutter’s 1-5 year roadmap.
-
Supported the optimization of Sutter’s patient experience by conducting industry research on health tech startups and recommending detailed strategic plans.
Education
-
MBA | University of Oxford, Saïd Business School
-
Global Leadership Initiative Fellow | Oxford Character Project
-
BS, Business Administration | Brigham Young University, Marriott School of Business, 3.74
Accomplishments
Cross-Functional Team Leadership
Web3 Product Launch Support
Successfully led four cross-functional teams to develop and ship a suite of NFT technology services and non-custodial wallet platform, which empowered our 15 B2B customers to create immersive, gamified product engagement and better pursue product-market-fit.
Played a pivotal role in the product launches of 10 web3 communities and associated infrastructure, including Layer 1 blockchains, bridges, and voting systems. Revised and improved the communities’ Distributed Governance Framework (DGF) Charters and other founding documents.
Increasing Recurring Daily Sales
Advised B2B client, Switch Reward Card, on optimizing credit card purchases and expanding customer engagement with NFT technology, resulting in recurring daily sales exceeding $100K.
Reward Engine and Oracle Node Platform Strategy
Designed modular rewards engine and oracle node platform strategies that catalyzed community-driven product development and blockchain network interoperability for 12 web3 communities and 15 startups.
Alpha Launch of Compass
Led the alpha launch of Compass, Smart's AI- and blockchain-based product, attracting a robust user base of over 300 alpha testers.
Centralization of Automated Email Distributions
Innovated a centralized, automated email distribution system at Wells Fargo Advisors, increasing client touchpoints and reducing distribution costs by 80%.
Reducing Client Attrition
Conducted client attrition analyses that informed strategic vision and product roadmap decisions, leading to a 5% reduction in client attrition.
Robo-Advisory Investment Product Launch
As a key contributor to the successful rollout of Wells Fargo Advisors' robo-advisory investment offering, expanded the client segment and achieved over 90% financial advisor adoption.
Certifications
-
Lean Six Sigma Yellow Belt | University of Oxford, Saïd Business School
-
6 Microcertifications (e.g., AI, Product Strategy, & Product Launch) | Product School
-
Series 7 (MQP) | FINRA
-
Series 66 (former) | FINRA
