Product owner for billing, including creating briefs and user flow diagrams, building and refining user stories, and partnering with stakeholders to create assets and remove project blockers; built automated profit and loss accrual reporting for finance team
Lead the product team’s competitor research; compiled and maintain our first competitor compendium, used by the head of Plynk to identify key competitors and features in our business verticals, and ultimately determine to develop multiple subscription tiers
Present to Plynk leadership on key engagement insights; used data from Adobe Analytics, Google Analytics, and Power BI to uncover a 50% lift in investment activity for users who played a new educational game in the app
Conducted analysis on customer transaction and operational data for Fidelity CTO to drive decisions on risk reduction strategy
Product owner for Plaid integration and funding enhancements, tripling our bank link rate and reaching $1M AUA in 1.5 years
Product owner for development of a new internal accounting software dashboard for Plynk’s crypto launch
Facilitate customer surveys and interviews, ranking feedback to prioritize biggest pain points for product team’s roadmap
Constructed promotion eligibility database in Excel critical in supporting Plynk’s growth from 0 to 100,000 accounts in one year
Partnered with developers and UXD to build scalable content architecture in SDL Tridion for our new announcements feature
Publishing lead for all instances of CMS-hosted content in-app, including gathering, testing, and publishing new assets monthly
Devised new agile pipeline in Jira with product, UXD, content, and legal/compliance teams that has doubled deliverable output to developers, and cut down on production incidents, development blockers, and missing use-cases and requirements
Primary representative for both product and service teams when Plynk built its first instance of Salesforce with a vendor
Lead the product team’s legal and compliance partnership for innovative user experiences within financial services, including new funding sources to pay for investments, and Plynk Think, Fidelity’s first fully integrated financial literacy platform
Optimized disruptive new front desk strategy, leveraging new software to increase office inflows by $1-2M per month
Collected and entered data for forecasting and modelling of client portfolios and financial plans
Led branch in bringing national digital tool adoption goals from the 28th to the 83rd percentile in one month
Maintained net promoter survey ranking by identifying and executing on our most complex high-net-worth service requests
Liaised with investor center operations heads to meet next generation investor center vision, tailoring it to customers in our region
Responsible for all policy, process, and technology-related reporting and upskilling needs as digital strategist for branch
Transitioned in-person and phone service interactions to in-depth discussions of a planning-based primary advisor relationship
Sustainovation Team Lead, Finalist: Remote - February 2021-present
Organize and manage team of cross-department volunteers in ideation, development, and pitching of sustainability innovation to panel of Fidelity head leadership
Steep Rock Bouldering: New York, NY - October 2018-October 2019
Front Desk Staff, Instructor
Engage with customers as they enter or call over the phone with questions; manage accounts and events calendar; sell memberships, retail, and day passes; conduct safety orientations; and foster relationships with monthly members
Instruct beginner climbers the basics of the sport for our Intro to Bouldering class; topics include an extended safety briefing, technique basics, setting reachable goals for every individual, and a sales pitch for purchasing memberships
Co-led and mentored a cabin of 12 boys, and taught daily activities to other campers, at an overnight summer camp
Freelance: September 2011-present
Composer, Performer, Audio Designer
Compose, record, produce, mix, and master music independently for short films, promotional videos, podcasts, concert performance, and internet distribution via streaming services
Registered freelance composer for Found Objects Music Production
Advise and provide audio solutions to media professionals such as podcasters, vloggers, and tech entrepreneurs
Perform professionally on voice and/or guitar at a variety of venues and productions like the New London Barn Playhouse, Feinstein’s 54 below, and various NYU productions
Assisted in transporting and setting up live jazz event equipment, provided problem-solving support during events, acted as liaison between performers and manager, and wrote and administered checks to performers
Prepared and proofread instrument parts for opera in accordance with specified layout formats
Troubleshot, created take notes during, and co-engineered recording session
Engaged with artists, performers, patrons, and other technicians as a sound designer, lighting designer and electrician, front of house manager, and rigger. Events include performance art showcases, art gallery installs, admission events, plays, musicals, and parties
Mixed and designed musical theater productions, worked as A2, and performed guitar on shows
Product Owner Certified with Scrum.org
Scrum Master Certified with the Scrum Alliance
Managing agile development and design teams using Jira, Confluence, Figma, and Zeplin
Other business software including Salesforce; Tridion; Excel, including advance dforumla use; Mural; Qualtrics; Survey Monkey; Slack; SQLite; Google Suite; and Outlook
Proficient with both Windows and Mac
Series 7 and 63 licensed
Music and audio design software: Sibelius, Finale, Dorico, Protools, FL Studio, Logic, QLab, Kontakt, and Reaktor
Live mixing hardware: Yamaha QL5, Yamaha DM 1000, and Midas PRO1
Primary instruments include guitar, piano, voice, saxophone, and colonial-era fife
Sound synthesis using FM, AM, subtractive, additive, wavetable, and sample-based systems
Proficient with both Windows and Mac
Programming languages, APIs, frameworks, platforms, and concepts: HTML, CSS, Javascript, Java, Python, Bootstrap, p5, object-oriented programming, responsive design, wireframing, Git, FTP clients, Wordpress, and Google Analytics
Visual arts and prototyping software: Adobe XD, Premiere, Photoshop, Lightroom, Illustrator, After Effects, and YouTube Live Stream
Visual arts hardware: Canon DSLRs and compatible lenses, some experience using camera operation and switching boards
Live mixing hardware: Yamaha QL5, Yamaha DM 1000, and Midas PRO1
Theatrical and event lighting skills: hanging instruments, focusing, organizing gels, running cable, programming on an ETC Ion board, operating a Crestron.
Prototype of an interactive kiosk for an ancient musical instrument display case at the Brooklyn Museum. Use the arrow keys to advance between the 3 stages of the app, learning how the instruments sound as you go.
Made in collaboration with museum studies program at NYU
Project for class: Interactive Computer Programming
Designed to be used with a mobile device, can be used on a personal computer by clicking and holding, and using the WASD keys. Interact with the white cube to make it snow.
Project for class: Interactive Computer Programming