
Timeline
About me
Product Owner at Cetera Financial Group
Education

University of north carolina at asheville
2004 - 2009B.s. economics, audio engineering 3.7Activities and Societies: Auditorium Manager for UNCA music department (2007-2009) Wrote music, organized and booked performances for a local jazz fusion project Academic leadership research award - "A Stochastic Frontier Analysis of Cross-Country Agricultural Production"Graduated with distinctions in Economic and Music

University of north carolina at asheville
2004 - 2008Bachelor of science (b.s.) economics
Experience

Universal motown & republic group
Jun 2007 - Aug 2007Marketing internCoordinated advertisement expense reports between finance, international business and marketing departmentsGenerated expense estimates and categorized financial statements Organized and consolidated relevant industry news and drafted press releases Performed market analysis based on album sales, radio plays, and local media Researched possible performance and marketing strategies given available financing

Unc asheville
Aug 2007 - May 2009Auditorium & live event manager-Coordinate with directors, managers and musicians in preparation for performances-Research, develop, prep for and supervise performance logistics and production-Provide technical support for extra-curricular speakers and external performers

Moog music inc
Jun 2008 - Aug 2008Engineering intern-Troubleshooting and equipment repairs for analog electronics-Work with engineers to develop and assemble prototype circuitry-Developed production line to streamline Theremin assembly-Maintain CAD component database with current specifications-Organize, log and monitor both supply and product inventories

Wells fargo
Feb 2010 - Jun 2010Loan modification advisor-Primary POC with borrowers through end-to-end Home Loan modification process-Review and maintain current FHLMC and HAMP program documentation requirements-Coordinate with brokers and attorneys to obtain current valuations and foreclosure expenses-Analyze borrowers’ financials and conduct preliminary review of loan modification options

Bank of america
Jun 2010 - Jul 2015Responsible for conducting current state processes and articulating the changes and new technology that was required to meet strategic business objectives. This experience culminated in deploying a customer facing portal to allow commercial banking clients to manage accounts and services. Successes include 2 patents and saved an estimated $750k annually in labor, digitizing 10,000 plus legal documents in order to backfill the database above. Responsible for modeling financial impacts based on a set of features scheduled for each release to facilitate prioritization and maximize ROI for a multi-generational IT project with a $25mm annual budget Show less
Business Process Analyst
Jun 2013 - Jul 2015Business Intelligence Analyst
Aug 2011 - Jun 2013Treasury Services Advisor
Jun 2010 - Aug 2011

Goldman sachs
Jul 2015 - May 2021I lead a cross functional team across sales, operations and engineering and rally diverse objectives around mutual business problems. I design the product vision, prioritize a backlog of requirements, define the MVP for release and own the product roadmap. I manage a team that is working on configuring and deploying our experience-oriented product to 6 different business groups simultaneously. We all wear multiple hats, which has allowed me to develop and leverage a diverse skillet including user experience design, customer experience design, journey mapping, wire-framing, continuous improvement, scrum master and product owner. Show less
Product Owner
Jul 2017 - May 2021Change Management Associate
Jul 2015 - Jul 2017

Cetera financial group
May 2021 - nowProduct owner
Licenses & Certifications

Six sigma
Bank of americaJan 2014
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