RESUME
Experience
2021 - Present
Director of Product
Glass Lewis
Remote
Leading product vision, strategy, and roadmaps for the entire suite of market-leading proxy voting software products, which simplify complex voting and reporting processes into a streamlined workflow.
Delivery of 9 new products from discovery through to delivery, which contributed to a 30% increase in net revenue over 3 years.
Continuously meeting with our largest clients to gather feedback, detail new products, and deepen relationships. Lead product representative and presenter when engaging
key new client prospects, presenting to C-suite, or updating the board.
Creator and steward of the product development lifecycle, evaluating and guiding new products from ideation through to launch and measurement.
2017-2021
Senior Product Manager
Glass Lewis
Remote
Brought two critical products to market that grew net revenue by over 23% over two years. Product owner across 2 Scrum teams and 1 Kanban team. Led the hiring, training and management of 4 new product team members. Presented to customers and board of directors on our product roadmap and new product ideas in need of validation.
2015-2017
Product Manager
Glass Lewis
Remote
Managed core research product and increased subscribers by over 37% over 2 years. Created and maintained a product backlog, collaborated with stakeholders to refine epics and stories, and provided visibility of product development using a roadmap.
2009-2015
Director, North American Research
Glass Lewis
San Francisco, CA
Managed a team of 3 research analysts and 15 research associates to deliver on publishing over 7,500 Proxy Papers each year. Oversaw and contributed to production of research reports covering corporate governance matters including: executive compensation, director elections, ESG, corporate financings, M&A transactions and more. Represented Glass Lewis as a panelist/speaker at the NASPP conference in Washington, DC in 2015.
2008
Research Analyst Intern
Piper Sandler Investment Bank
San Francisco, CA
Intern at the investment banking branch in the technology sector of the bank formerly known as Piper Jaffray. Utilized a Bloomberg terminal to collect financials and produce client-facing PowerPoint slides.
Education
2008
Bachelors Degree in Business Management Economics
University of California,
Santa Cruz
During my time at University of California, Santa Cruz, I developed a strong foundation in business management, economics, and finance. I also gained hands-on experience through my investment banking internship noted above.
2018, 2019
Certified Scrum Master
Certified Product Owner
Scrum.org
During my company's transition from waterfall to agile software development (Scrum and Kanban) I decided to enhance my knowledge and agile skill set by obtaining my certification as a professional scrum master and professional product owner from Scrum.org. This knowledge was invaluable to help myself and our development teams successfully deliver on products and features.
Software Tools
Azure Devops
Jira
PowerBI
Tableau
Confluence
Microsoft Suite
Slack
WalkMe
Figma
Miro
SQL
Product Methods & Skills
Agile (Scrum & Kanban)
Business Model Canvas
Customer Journey Map
Outcome Driven Development
Rapid Prototyping
User Story Mapping
A/B Testing
Customer Interviews
Impact Mapping
Product Opportunity Canvas
Release Planning
Wireframing