Experience

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  Fund for public interest research

  Jan 1999 - Jan 2002

  Field manager

  Developed canvassing strategies for towns and exceeded campaign goalsTracked funds raised, campaign goals met, and membershipTrained new canvassers and oversaw Skills WorkshopsMet with Congressional District staff for campaign briefings and press conferences

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  Birch communications

  Nov 2002 - Dec 2003

  Account representative

  Acquired daily business contacts through cold calling, networking and referralsDeveloped proposals and prepared reports for key decision makers

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  Certified fitness trainer

  Jul 2004 - Aug 2006

  Ifpa

  Maintained sales goals consistently for all account packagesParticipated in training and assisted customers in opening personal/business accounts; CertifiedConsistently exceeded sales targetsInstructed customers on the benefits and proper techniques of fitness

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  Firstbank

  Dec 2005 - Mar 2009

  Supervised 6 employees; tellers and new account representatives Ensured compliance with all federal regulationsResponsible for the branch's daily opening and closing Employee of the Quarter Supervised 10 tellers at the main branch Coordinated teller training for remote branchesOrdered and regulated the currency supply for the whole 8-branch system Created accounts and relationships at the branch level

  • Operations Supervisor/Branch Manager

    Jul 2007 - Mar 2009

  • Teller Supervisor

    Sept 2006 - Jul 2007

  • Senior Personal Banker

    Dec 2005 - Sept 2006
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  First western trust

  Mar 2009 - Sept 2012

  Private banking officer/relationship manager

  Responsible for 50-70 high-net-worth clients ($2M net worth and above)Oversees profit center for banking and operational functions; facilitated loan closings Active in corporate-wide private banker education Plans and coordinates quarterly client events with an average of 100 in attendance

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  Ncino, inc.

  Sept 2012 - now

  Product Strategy:-Develop and execute a comprehensive product vision and strategy aligned with our Commercial Transaction Banking and Treasury Management objectives.-Identify market opportunities and translate them into actionable product roadmaps.-Conduct market research and competitive analysis to inform product decisions. Product Development:-Collaborate closely with cross-functional teams, including engineering, design, and sales, and customer success to deliver usable solutions. -Define product requirements, prioritize features, and manage the product backlog.-Oversee the entire product lifecycle, from ideation to launch and post-launch support. Customer Experience:-Build strong relationships with customers to understand their needs and pain points. -Gather and analyze customer feedback to drive product improvements.-Ensure products deliver exceptional user experiences.Data-Driven Decision Making:-Leverage data and analytics to inform product decisions and measure product performance. -Track key metrics and KPIs to optimize product success. Show less

  • Principal Product Manager

    Jan 2022 - now

  • Master Functional Consultant

    Oct 2018 - Dec 2021

  • Enterprise Delivery Consultant

    Sept 2016 - Oct 2018

  • Senior Project Manager

    Jul 2014 - Oct 2016

  • Professional Services/Customer Success Manager

    Jan 2014 - Jul 2014

  • Regional Director

    Sept 2012 - Dec 2013