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.
Accomplishments
1. Led Cross-Functional Teams at Nerd:
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.
2. Supported Product Launches for Web3 Communities:
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.
3. Increased 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.
4. Architected Rewards Engine and Oracle Node Platform Strategies:
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.
5. Spearheaded 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.
6. Reduced Client Attrition at Wells Fargo Advisors:
Conducted client attrition analyses that informed strategic vision and product roadmap decisions, leading to a 5% reduction in client attrition.
7. Pioneered Centralized Automated Email Distributions:
Innovated a centralized, automated email distribution system at Wells Fargo Advisors, increasing client touchpoints and reducing distribution costs by 80%.
8. Contributed to Robo-Advisory Investment Offering 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.
Education
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MBA | University of Oxford, Saïd Business School
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Global Leadership Initiative Fellow | Oxford Character Project
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BS, Business Administration | Brigham Young University, Marriott School of Business, 3.74