Professional Experience
First employee and longest tenured team member through acquisition. Brought on to execute founder’s vision and lead product development. Played a significant role in hiring the initial team and setting up business administration & operations during early stage
Designed, scoped and launched an investment research terminal, positioned toward retail investors. Hired initial dev team and oversaw development and feedback collection for the MVP. Executed cost effective social-media-based launch campaign for MVP which generated 25,000 signups within a month, leading to successful Series A funding
Led product management from pre-seed through Series B. Built and managed a team of product, and customer experience managers across 3 pods and ~20 engineers. Owned product design, roadmapping, user research and vendor evaluation
Designed, scoped and launched a new B2B API platform, creating a new business line for the company. This product focused on serving neo-bank and neo-broker clients with financial data & insights products, portfolio analytics, user management, and customizable embeddable UI components
Conceived and developed AI-powered financial custom content and search products for enterprise B2B customers using the latest LLM technologies and techniques
Designed, copy-wrote, built, and owned our marketing website, highlighting Atom’s differentiated offerings across both consumer and B2B business lines
Managed $300,000+ ARR projects implementing the company’s portfolio management, reporting, and compliance software for large CLO managers and other Private Credit investment firms
Compiled and communicated scopes of work and project timelines, ran client communications and status update meetings
Executed implementation work on projects, using complex custom SQL to configure the software to clients’ needs
Scoped, designed and executed the company’s first Private Equity / Fund-of-funds implementation
Year 1 - Mortgage Servicing Rights (MSR) Hedging Desk: Worked with the head trader and head quant to prepare risk models and ensure they were run completely and accurately for each trading day
Year 2 - Credit Market Structure and Data Science desk: helped spin up a new initiative to build centralized data processes to power client analytics, pricing, and sales strategy across IG/HY Bond Trading and Structured Credit businesses
