Water Cooler StudiosCOO, Product & DesignLeading product, design, and operations for a venture studio, currently building a new DeFi infrastructure protocol. Owning roadmap, AI adoption, and company-wide product execution & delivery.
April 2024 - Present 
Water Cooler StudiosCOO, Product & DesignApril 2024 - Present
Leading product, design, and operations for a venture studio, currently building a new DeFi infrastructure protocol. Owning roadmap, AI adoption, and company-wide product execution & delivery.
AI AdoptionDriving AI agent and workflow adoption across the business for engineering, design, marketing automation, organization and communication, accelerating product development cycles by over 10x.
Product & Engineering LeadershipLeading product, design, and operations for a venture studio, developing DeFi infrastructure products. Owning product planning, execution & delivery. Leading day-to-day operations across EPD (Engineering, Product, Design) as well as company-wide planning cadences.
Product Execution & DevelopmentContributing daily to production-level development with Claude Code and Cursor, and spearheading AI-driven development processes and workflows.
Personal PracticeConsulting, Advising, & BuildingPartnering with founders and executives on product management, design, and strategy, including existing and new products.
Mar 2024 - Present 
Personal PracticeConsulting, Advising, & BuildingMar 2024 - Present
Partnering with founders and executives on product management, design, and strategy, including existing and new products.
Consulting & AdvisoryConsulting for seed-stage founders on product strategy, process, prioritization, and design best practices. Hands-on product design and development projects, including market research, product scoping, design, and AI-driven development.
Personal ProjectsBuilding full-stack applications from start to finish, with the goal of becoming an expert in building with AI. Working maniacally to keep up with the latest in AI to stay ahead of the curve.
Atom FinanceDirector of ProductFirst hire and longest-tenured team member at a fintech startup. Instrumental in shaping the company's product, design, and team operations from pre-seed to Series B and eventual acquisition. Built consumer and B2B product lines from scratch, scaled to 400k+ consumer users and 7-figure enterprise deals, leading product, design, and team operations through multiple growth phases.
Feb 2019 - March 2024 
Atom FinanceDirector of ProductFeb 2019 - March 2024
First hire and longest-tenured team member at a fintech startup. Instrumental in shaping the company's product, design, and team operations from pre-seed to Series B and eventual acquisition. Built consumer and B2B product lines from scratch, scaled to 400k+ consumer users and 7-figure enterprise deals, leading product, design, and team operations through multiple growth phases.
0→1 consumer product buildLaunched 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. Scaled the consumer business to 400,000+ users and crafted a freemium pricing model to drive monetization.
B2B business evolutionGuided Atom's transition from a fast-growing consumer app to a B2B infrastructure provider, enabling a more efficient and scalable business model. Launched enterprise APIs/SDKs that unlocked 7-figure deals and positioned the company as a leader in investment data, content and UI infrastructure.
Team leadership & org designBuilt 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 & strategyCrafted and drove process for strategic roadmapping & prioritization, sprint planning, user research, centralized documentation and data vendor evaluation.
Product designSole product designer for 4 years. Created and maintained a scalable company-wide design system in Figma. Produced high-fidelity prototypes, accelerating development and sales cycles.
AI-powered productsLed development of LLM-powered financial content and intelligent search tools, integrating advanced AI capabilities to deliver cutting-edge solutions for enterprise clients.
Allvue SystemsImplementationsLed six-figure implementations for private debt firms, translating complex financial workflows into software and managing cross-functional delivery with internal and external teams.
June 2017 - February 2019 
Allvue SystemsImplementationsJune 2017 - February 2019
Led six-figure implementations for private debt firms, translating complex financial workflows into software and managing cross-functional delivery with internal and external teams.
Enterprise client managementServed as the primary client contact and project manager for $300k+ implementation projects of financial software for direct lenders and CLO managers.
Project execution & budgetingScoped and managed multi-month implementation projects, balancing client requirements with internal resourcing constraints. Owned client communications and ensured alignment on goals, timelines, and deliverables.
Team coordination & leadershipOversaw technical execution by project team members turning complex financial logic into customized software solutions, ensuring high-quality and timely delivery.
Citigroup Global MarketsSales & Trading AnalystStarted my career on Wall Street to work on what I viewed as the future of financial markets (automation & electronic trading).
May 2015 - June 2017 
Citigroup Global MarketsSales & Trading AnalystMay 2015 - June 2017
Started my career on Wall Street to work on what I viewed as the future of financial markets (automation & electronic trading).
Completed a two-year S&T rotational program, contributing to quantitative hedging models, workflow automation, and modernization of data systems for multiple credit businesses.
Supported a new initiative to modernize how Citi Credit leveraged data for trading & customer insights.
