Set direction
Define the customer need, business outcome, product thesis, funding path, and executive alignment.
Fintech · Product · AI
Product leadership for complex platforms.
I lead high-stakes product portfolios from strategy through scaled execution—aligning teams, technology, and customer outcomes.
Executive operating model
How I scale product organizations.
I connect enterprise strategy, product teams, and execution systems so complex platforms can move with clarity, speed, and accountability.
Build the system
Lead product teams through ambiguity, tradeoffs, governance, and cross-functional delivery.
Increase leverage
Use AI, analytics, workflow design, and platform thinking to improve speed, decision quality, and portfolio visibility.
Boardroom metrics
Impact at enterprise scale.
Product leadership for Equity Award Center, an enterprise platform overseeing $100B+ in annual gross revenue.
Set the product strategy for a platform capability that enabled $750M in net new assets for a major corporate client.
Strategic leadership for Equity Award Center, a high-scale platform supporting 500K+ users and 15M annual visits.
Led strategic product initiatives across Nordstrom Credit, aligning teams across operations, technology, and business partners to achieve $50M+ in annual OPEX savings.
Experience portfolio
A career of expanding scope, responsibility, and enterprise product leadership.
Experience across Schwab, Nordstrom, American Family, Dish, and founder-led AI product work, with increasing responsibility across teams, budgets, platforms, and enterprise outcomes.
Charles Schwab
Sr. Team Manager, Product Management · 2018-Present
Enterprise equity platforms and AI product leadership
Lead product strategy, roadmap, and teams across Equity Award Center, user-facing equity compensation experiences, and internal AI tooling for product and operational intelligence.
- Revenue platform
- $100B+
- Audience scale
- 500K+ users
- Annual traffic
- 15M visits
- Budget scope
- $30M+
Leadership scope
Manage product owners and analysts across Stock Plan product areas while aligning design, architecture, engineering, analytics, legal, operations, and executives.
Operating scale
- $100B+ annual gross revenue platform
- 500K+ users and 15M annual visits
- $30M+ budgets and strategic initiatives
- Public, private, pre-IPO, and global technology clients
Strategic outcomes
- Modernize Equity Award Center experiences, performance, and platform capability.
- Set product strategy for a platform capability enabling $750M in net new assets.
- Build internal AI tools that improve speed, decision quality, and portfolio visibility.
Operating themes
Nordstrom Credit
Group Product Manager, Digital Service · 2014-2018
Enterprise servicing product leadership across customer channels
Owned the servicing product ecosystem across digital, phone, representative, and store channels, leading teams and cross-functional partners through high-volume customer experience change.
- OPEX impact
- $50M+
- Launch impact
- $10M+
- Channels
- 4 surfaces
- Role scope
- Group PM
Leadership scope
Led product direction across servicing channels while partnering with operations, technology, fraud, legal, privacy, compliance, marketing, stores, and executive stakeholders.
Operating scale
- Digital, phone, representative, and store servicing surfaces
- Product teams aligned to each major service experience
- Large-scale OPEX and EBIT improvement initiatives
Strategic outcomes
- Led strategic product initiatives that achieved $50M+ in annual OPEX savings.
- Launched AI-based texting and card-free shopping experiences.
- Drove more than $10M in incremental spend during the first launch month.
Operating themes
JumpSeat Ops
Co-Founder · 2019-Present
Founder-led AI product work outside the enterprise
Co-founded JumpSeat Ops, a crowd-sourced aviation operations app built end-to-end with AI around real field needs from aviation professionals and flight operations teams.
- Role
- Founder
- Build model
- AI-native
- Product type
- Ops app
- Domain
- Aviation
Leadership scope
Translate field problems into product workflows, validation loops, user experience decisions, and AI-assisted build execution.
Operating scale
- Founder-led product strategy and execution
- AI-native development from concept through product experience
- Aviation operations use cases around private airports and airspaces
Strategic outcomes
- Built a field-driven product around operational risk and crowd-sourced intelligence.
- Applied AI to accelerate product discovery, design, implementation, and iteration.
- Maintained entrepreneurial judgment alongside enterprise product leadership.
Operating themes
American Family Insurance · Dish Network
Product analyst, owner, and manager foundation · 2006-2014
Product foundation across analysis, ownership, and enterprise delivery
Built product judgment from the ground up, moving through analyst, product owner, and product management roles across telecom, insurance, digital services, and enterprise delivery.
- Progression
- Analyst to PM
- Domains
- Telecom + insurance
- Core skills
- PO + delivery
- Foundation
- CX + operations
Leadership scope
Learned the full product discipline close to the work: requirements, backlog ownership, customer signals, stakeholder alignment, delivery mechanics, and operational adoption.
Operating scale
- Telecom and insurance product environments
- Product analyst, product owner, and product management responsibilities
- Customer-facing digital services and enterprise delivery contexts
Strategic outcomes
- Developed the product foundation behind later portfolio and team leadership.
- Built fluency across business needs, technology delivery, and customer experience.
- Progressed from product execution into broader product management accountability.
Operating themes
Leadership principles
How I lead when the work is complex.
The patterns I bring to large product organizations, regulated environments, and high-stakes platform work.
Create strategic clarity
Align customer needs, business outcomes, funding, risk, and executive decision-making.
Build accountable teams
Give product teams clear ownership, decision rights, and the context to make strong tradeoffs.
Modernize with leverage
Use AI, analytics, platforms, and workflow design to improve speed, quality, and operational scale.
Operate across the enterprise
Bring design, engineering, operations, legal, compliance, finance, and executives into the right decisions.
Capability map
Where I operate best.
Product leadership across complex platforms, regulated environments, AI-enabled workflows, and cross-functional enterprise delivery.
Product leadership
- Product strategy
- Portfolio management
- Product roadmaps
- Product operating model
Industries and platforms
- Fintech
- Equity compensation
- Retail credit
- APIs · SOA · AWS
AI and analytics
- AI products
- NLU
- Tableau
- Adobe Analytics
Delivery systems
- Agile · SAFe · Waterfall
- A-CSPO · SAFe certified
- Jira · Atlassian · Roadmunk
- Figma · Salesforce
Executive contact
Let’s discuss executive product leadership roles.
Best fit: VP, Director, Group Product Manager, or senior product leadership roles where the product has meaningful revenue, operational, regulatory, and user experience complexity.