PROFILE
B.S. Computer Science, University of PennsylvaniaEXPERIENCE
Independent ConsultingProduct, Strategy & Design
Boutique product strategy & design practice, partnering with early-stage fintech and Web3 startups to turn ideas into scalable products.
Mar 2024 - Present
Independent ConsultingProduct, Strategy & DesignMar 2024 - Present
Boutique product strategy & design practice, partnering with early-stage fintech and Web3 startups to turn ideas into scalable products.
Product strategy: Advising seed-stage founders on product strategy, process, prioritization, and design best practices.
Product design & process: Providing hands-on product design and implementation of product processes, helping startups establish scalable workflows.
Go-to-market: Supporting go-to-market efforts, including growth strategies and viral marketing campaigns that have driven significant user adoption.
Water Cooler StudiosProduct, Strategy & Design
Web3 Venture Studio building cutting edge DeFi products, starting with Liquid Staking on the Monad blockchain.
Jan 2024 - Present
Water Cooler StudiosProduct, Strategy & DesignJan 2024 - Present
Web3 Venture Studio building cutting edge DeFi products, starting with Liquid Staking on the Monad blockchain.
Product strategy: Partner with CEO to design a new type of liquid staking protocol on the Monad blockchain, complete with staking rewards distribution, a governance DAO, and a tokenomics model.
Product design & process: Built product-wide design system, complete with themes for different brand products. Designed high-fidelity prototypes for the web platform and participated in frontend development of the product.
Product management & roadmapping: Work with CEO to manage the product roadmap and optimize the development team's time across multiple projects.
Go-to-market: Devised and executed a viral launch campaign that generated 250,000 verified signups and grew social media following from 20,000 to 150,000 brand followers in just days—all completed within one week from initial idea to launch.
Atom FinanceDirector of Product
First hire and longest-tenured team member, helping build Atom from pre-seed to Series B and eventual acquisition. Led product, design, and team operations through multiple growth phases, wearing hats across product strategy, design, management, hiring, and partnerships.
Feb 2019 - March 2024
Atom FinanceDirector of ProductFeb 2019 - March 2024
First hire and longest-tenured team member, helping build Atom from pre-seed to Series B and eventual acquisition. Led product, design, and team operations through multiple growth phases, wearing hats across product strategy, design, management, hiring, and partnerships.
0→1 product build: Launched a direct-to-consumer investing app in just 7 months, leading all product design and early frontend coding. Executed a viral marketing strategy that secured tens of thousands of highly targeted early users, driving momentum to raise a Series A.
Growth & business evolution: Scaled the consumer business to 400,000+ users and crafted a freemium pricing model to drive monetization. Led the product team through a strategic pivot to B2B, launching new enterprise offerings.
Strategic pivot to B2B: Spearheaded the design and launch of a B2B API & SDK suite, delivering data, content, and analytics solutions to enterprise clients. Positioned Atom as a leader in investment data, content and UI infrastructure, securing enterprise deals reaching into 7 figures and paving the way for long-term growth.
Team leadership & org design: Built and led cross-functional product pods consisting of 3 PMs, CX/support, and ~20 engineers. Designed org structures to support both B2C and B2B business lines while driving execution on high-impact projects.
Product management & strategy: Crafted and drove process for strategic roadmapping & prioritization, sprint planning, user research, centralized documentation and data vendor evaluation.
Product design: Served as sole product designer for 4 years, creating and maintaining a scalable company-wide design system in Figma. Produced high-fidelity prototypes, accelerating development cycles under tight deadlines and with limited resources.
AI-powered products: Led development of LLM-powered financial content and intelligent search tools, integrating advanced AI capabilities to deliver cutting-edge solutions for enterprise clients.
Allvue SystemsImplementations
Managed enterprise SaaS implementations for private debt and alternative investment firms, working closely with clients to scope, budget, and execute projects delivering $300K+ ARR in revenue. Acted as a bridge between financial institutions and technical teams, helping clients adopt investment management solutions.
June 2017 - February 2019
Allvue SystemsImplementationsJune 2017 - February 2019
Managed enterprise SaaS implementations for private debt and alternative investment firms, working closely with clients to scope, budget, and execute projects delivering $300K+ ARR in revenue. Acted as a bridge between financial institutions and technical teams, helping clients adopt investment management solutions.
Enterprise client management: Served as the primary client contact, leading implementation projects for direct lenders and CLO managers. Ensured alignment on goals, timelines, and deliverables while managing client communications.
Project execution & budgeting: Scoped and managed multi-month implementation projects, balancing client requirements with internal resources to drive successful deployments.
Team coordination & leadership: Oversaw team members handling complex financial logic development, ensuring high-quality execution across multiple projects.
Citigroup Global MarketsSales & Trading AnalystMay 2015 - June 2017
Citigroup Global MarketsSales & Trading AnalystMay 2015 - June 2017
Completed a two-year rotational program in Citi's Sales & Trading division, working on quantitative hedging strategies and risk optimization. Supported data-driven decision-making by modernizing how Citi Credit leveraged large datasets for trading insights.
EXPERTISE
Product Management & Strategy
Developing product strategies, and translating them into functional goals, OKRs, tasks, and KPIs.
Product Design & Prototyping
Designing, building and maintaining interactive web and mobile Figma prototypes, design systems, and developer hand-off processes.
Organizational & Leadership
Building and leading high-performing teams, talent roadmapping & structuring, and hiring processes.
Operations & Process
Designing and implementing team workflow processes & systems, company knowledge bases, and internal and external documentation.
Product Analytics
Defining and setting up product analytics to measure impact on metrics such as adoption, retention, engagement, promotion, growth, revenue, and profitability.
Partner & Vendor Eval.
Evaluating build vs. buy tradeoffs for data and software vendors for quality, capabilities, business and technical viability.
Portfolio
More coming soon.
Atom FinanceFinancial TerminalAtom Finance's first product, the Financial Terminal, provides real-time financial data, content, portfolio analytics and more to investors. It offers a comprehensive suite of features designed to help users make informed investment decisions.
Design
Product Management
Strategy
Zero to One
Consumer
Problem: Retail investors lacked access to high-quality, ad-free investment research tools. Instead, they were generally ended up choosing between a number of click-baity, ad-ridden financial news sites with limited data and content optimized for click-through ad revenue, not useful insights.
Solution: The Atom Finance Terminal offers retail investors a professional-grade alternative to ad-ridden financial news sites. It was designed to be easy to use, personalized to a users' portfolio, and complete with data offerings unavailable elsewhere at the same price point. The app enables users to easily discover new assets and derive clear insights from complex financial data, documents and aggregate industry benchmarks.
Impact: The platform grew to 400,000+ users from 100+ countries, and has been consistently rated by users as a critical tool for their investment needs.
Atom FinanceAtom API & SDKThe Atom API & SDK suite is enables developers to build custom financial applications and integrations in record time, without the need for extensive financial data expertise.
Product Management
Strategy
Zero to One
B2B
Problems: Investment app developers spend a lot of time solving the same data sourcing, cleaning and integration problems over and over again, and often lack the financial data expertise to build the best products in house. This is time consuming and requires deep industry expertise. Many institutions also lacked the product expertise and design resources to craft effective user experiences.
Solution: The Atom API & SDK provides developers with access to Atom Finance's high-quality, curated, cleaned and integrated financial data and tools, enabling them to build custom financial applications and integrations in record time without the need for extensive financial data expertise. Embedded UI components allow developers to customize Atom's proven UX design to their unique brand and product.
Impact: The API & SDK is used by companies ranging from startup FinTechs to large financial institutions and is responsible for growing Atom Finance's revenue by 4x in the first year, with contract values up to $1M+.
Atom FinanceMobile Investing AppA nearly-feature-complete companion to the web terminal, the mobile app was designed around activities users need most on the go. These include quick research & insights, industry-leading timely market and stock notifications, portfolio tracking, and real-time market data.
Design
Product Management
Strategy
Zero to One
Consumer
Problem: While on the go, users want to be able to check their portfolios and access information quickly and efficiently. Most users' brokerages' apps lack the real-time data and insights they need, and even when sufficient tools are available, these apps are often clunky and difficult to use.
Solution: Atom's mobile app was designed to be a nearly-feature-complete companion to the web terminal, optimized for activities users need most on the go. These include quick research & insights, portfolio tracking, industry-leading timely market and stock notifications, and real-time market data.
Impact: The app has been downloaded by hundreds of thousands of users and became the main way users interacted with Atom Finance. Intelligently timed notifications and brokerage integration increased user engagement by over 500%.
Atom FinanceAtom IntelligenceAtom Intelligence produces digestible summaries of key topics, risks, and trends for individual companies and overall market events. These insights help investors cut through overwhelming supply of content and pinpoint the stories and trends that matter most right now.
Product Management
Strategy
Design
Zero to One
AI
Problem: Investors are often overwhelmed by the amount of content available, and struggle to find the information they need to make informed investment decisions.
Solution: Atom Intelligence creates concise summaries of key company and market insights, helping investors identify what matters most.
Impact: Sales interest in Atom Intelligence far eclipsed any other product in the company's history, and the product was a significant factor in Atom Finance's acquisition.
Atom FinanceFinancial InsightsFinancial Insights highlight stock performance against industry benchmarks across multiple metrics, and analyze portfolio positioning through five analytical pillars that integrate financial insights with portfolio allocation data.
Product Management
Strategy
Design
Zero to One
AI
Problem: Novice investors often feel overwhelmed by the amount of data available and need a way to understand their company and portfolio performance and positioning without extensive financial expertise.
Solution: Financial Insights provides a distilled view of company and portfolio performance across multiple factors including valuation, growth, profitability, financial health, and risk.
Impact: Reduced churn of novice users by 30% in the first few months after launch.
