Experience

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  Laticrete int'l (shanghai)

  Jan 2006 - Jan 2007

  Project coordinator

  Marketing support for trade showsLiaison with Chinese joint-venture partner factoryLocal vendor relationship management

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  China international intellect tech corp (ciic) (beijing)

  Jan 2007 - Jan 2007

  Assistant to deputy general manager

  First foreign employee of this large Chinese state-owned enterprise (10,000+ pple)

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  Wudaokou borderless learning llc

  Feb 2009 - Feb 2012

  Founder & creator

  Business vision: build innovative online Chinese-language school though technical expertise and teaching excellenceDaily collaboration with Chinese co-founders in Beijing in Mandarin ChineseOversight of creation of dedicated teaching facility in BeijingInterviewed & hired dozens of part-time and 4 full-time employees in BeijingManaged creation of 100s of original Chinese lessons by Chinese employeesManaged creation of sophisticated e-learning platform (www.wudaokou.com)Oversight of developer team, definition of requirements, project planning, resource management, compensation, roadmap & timelinesPlanned & conducted Chinese-language community outreach programs & other marketing activities Show less

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  Thirsty finance llc

  Feb 2012 - Dec 2015

  Founder & creator

  Authorship & production of first-exposure, audio-visual lessons of entrepreneurship, trading & investing 400+ written pages, 16+ hours audio-visual content freshly developedCreated robust business plan modules for trading, investing and companiesDeveloped website and learning modules in PHP, MySQL & HTML5Oversight of developer team, definition of requirements, project planning, resource management, compensation, roadmap & timelines

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  Trademark tours llc

  Jan 2013 - Jul 2013

  Mandarin division director

  Consulting effort to explore Chinese market demand for tours at Harvard & MITDeveloped services at Harvard & MIT for Chinese students & touristsAttended largest US outbound Chinese tourism conference to promote salesRecruited sales reps to sell ads for Chinese-language tourist publication

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  Five star products, inc.

  Aug 2013 - Aug 2014

  Marketing specialist, infrastructure group & five star marine

  Dual market management and product development responsibilitiesDeveloped 12 products in close coordination with lab, sales, production & marketingLaunched new products to company-wide salesforce at events in Houston & CharlotteClose work with & support of Infrastructure Group sales team (4 reps)Lead campaigns & oversaw lead-generation for targets at DOTs, Port Authorities, road & bridge contractors, and engineering design firmsCreated & hosted webinars attended by dozens of engineers across the USA Show less

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  Ray · allen inc.

  Sept 2014 - Aug 2015

  Marketing consultant

  Responsible for primary marketing deliverables, including marketing messaging, digital media management, and campaign creation & executionLeadership of creative functions to develop marketing collateral, including website, presentations, and other materialsOversight of robust industry-focused company blog and social media marketing functionsClose strategic alignment with company leadership and collaboration across business units to recruit and lead teams across geographic locationsStrategic contribution and responsibility for marketing aspects new product developmentLeadership of tradeshow booth creation and marketing campaign matters for Cisco Live 2015Collaboration with strategic business partners on conducting campaigns to expand existing customer base and market awareness Show less

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  Int managed solutions

  Sept 2014 - Aug 2015

  Lead marketing specialist

  Lead development of marketing business unit with emphasis on growth and sustainable processesStrategic input into company growth direction and markets & product development, as well as sales processesClose strategic alignment with National Sales Manager to define sales goals, resource allocation, and executionStrategic input into business processes creation to market creative, technical, and business servicesOversight of brand evaluation and creation of new website, marketing collateral, and sales funnelLeader of 3+ marketing team members to conduct account & project management, customer base analysis, sales process implementation, and marketing collateral creation & related internal business processes to support growth of creative, technical, and business servicesConsultant with INT portfolio companies on marketing-related deliverables and strategy, including with RAY ALLEN Inc and Multimedia Sales and Marketing Inc. Show less

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  Destwin®

  Aug 2015 - Oct 2023

  Work collaboratively with the Leadership Team to develop and execute the long-term vision for the SaaS and mobile app product suite, ensuring alignment with company goals and key performance indicators.Manage the core product roadmap, incorporating insights from stakeholder interactions, market data, and corporate entities to prioritize and develop new product features based on competitive market demand and user trends.Lead a cross-functional agile product team, including engineers, QA, and UI/UX designers to break down large initiatives into manageable components, ranging from overarching quarterly concepts to detailed sprint-level user stories.Performed Scrum Master leadership of off-shore and local developer teams to complete SaaS and mobile app deliverables through agile methodologiesGuide product development by leveraging client feedback, conducting user testing, and analyzing end-user feedback. This includes overseeing design, defining acceptance criteria, and incorporating feature requests into the roadmap.Work closely with Development and Sales Enablement teams to deliver effective product positioning, value proposition, and pricing, ensuring the product meets enterprise-focused customer expectations.Facilitate inter-departmental communication to ensure a cohesive approach, including coordinating with marketing, sales, customer success, and customer support teams for successful product release deliveries.Proactively address production issues during sprint cycles and continuously refine agile methodologies based on results and client feedback.Conduct training sessions for internal stakeholders on feature enhancements and lead sprint planning sessions, effectively communicating product objectives, key results (OKRs), project progress, status, and visibility to both internal and external stakeholders. Show less Multi-stage sales process execution from lead generation to presentation, proposal, and closeMulti-channel marketing plan creation & execution, including web, email, direct mail, webinars, and sales presentationsMarket development for application of products and technology to new vertical industriesTechnical account management & sales of SaaS browser-based and mobile app solutionsProduct-market fit research & optimizationAssistance in new product development & rolloutsMajor industry tradeshow attendance, planning, and marketingCRM management & accounting processes integrationCross-industry Partner Program creation & managementCo-Author of industry publication articles Show less

  • Product Owner

    Sept 2020 - Oct 2023

  • Technical Account Manager

    Aug 2015 - Sept 2020
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  Greatproducts.io - great products innovations, llc

  Feb 2018 - Oct 2023

  Founder & creator

  Developed web-based QA issues tracking platform for software teams to build better products faster in PHP, MySQL, Javascript; API integrations with Jira, StripeOversight of developer team, definition of requirements, project planning, resource management, compensation, roadmap & timelinesDeveloped scalable platform for exploratory QA testers to conduct testing & document bugs & improvements in PHP, MySQL, JavascriptRecruitment of exploratory QA software testers, training & on-boarding, oversight of exploratory testing for desktop & mobile applicationsAuthorship of Agile QA testing white paperMarketing, sales, creation of branding for GreatProducts Show less

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  Capewell charts - financial quant research

  Jan 2020 - Sept 2023

  Founder & creator

  Developed sophisticated Python-based data analysis and automated trading programs, including data pipeline engineering, analysis engine, and features engineering, including PCA, machine learning, and deep learningOversight of developer team, definition of requirements, project planning, resource management, compensation, roadmap & timelinesExtensive use of PyData ecosystem - Pandas, Numpy, Sklearn, PyTorch, Keras, TensorFlowDevelopment of browser-based user platform for stock trend analysis in PHP, MySQL, JavascriptDevelopment, implementation, and oversight of automated trading algorithms using the Interactive Brokers API and Alpaca Trading APIUbuntu Linux server adminCreation of branding, development of social media marketing channel Show less

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  Specializedai solutions

  May 2022 - Sept 2023

  Founder & creator

  Retrieval Augmented Generative (RAG) chatbot that converts company knowledgebase documents into embeddings, stores embeddings in vector database, and utilizes vector embeddings with OpenAI LLM modelsDeveloped application in Python with Django, LangChain, Qdrant vector database, integration with various foundational model LLM APIs and StripeOversight of developer team, definition of requirements, project planning, resource management, compensation, roadmap & timelinesUbuntu Linux server admin Show less

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  Barnum financial group

  Apr 2024 - now

  Account manager

  Licensed health and life agent in multiple states specialized in identifying Medicare insurance solutionsAccount management & communication with hundreds of clients during Annual Enrollment Period