Water Cooler StudiosCOO, Product & DesignWeb3 Venture Studio building cutting-edge blockchain infrastructure & DeFi products.
April 2024 - Present 
Water Cooler StudiosCOO, Product & DesignApril 2024 - Present
Web3 Venture Studio building cutting-edge blockchain infrastructure & DeFi products.
Operations Overseeing much of the day-to-day operations of the business, including resourcing, budgeting, finance, legal, and team development.
Product management & strategy Partnering with CEO to design multiple new Decentralized Finance protocols for blockchain networks. Owning product roadmap and optimizing the team's time across projects.
Product design & process Building product-wide design system complete with themes for different products & brands, and designing high-fidelity prototypes for the web platform and participated in frontend development of the product.
Go-to-market Devised and executed a viral launch campaign that generated 250,000 verified signups and grew social media following from 20,000 to 150,000 brand followers in just days—all completed within one week from initial idea to launch.
Independent ConsultingProduct, Strategy & DesignBoutique product strategy & design practice, partnering with early-stage fintech and Web3 startups to turn ideas into scalable products.
Mar 2024 - Present 
Independent ConsultingProduct, Strategy & DesignMar 2024 - Present
Boutique product strategy & design practice, partnering with early-stage fintech and Web3 startups to turn ideas into scalable products.
Strategy & Advisory Advising seed-stage founders on product strategy, process, prioritization, and design best practices.
Hands-on Execution Executing hands-on product design, setting up internal processes & tools, and conducting market & vendor research.
Atom FinanceDirector of ProductFirst hire and longest-tenured team member, helping build Atom from pre-seed to Series B and eventual acquisition. Led product, design, and team operations through multiple growth phases, wearing hats across product strategy, design, management, hiring, and partnerships.
Feb 2019 - March 2024 
Atom FinanceDirector of ProductFeb 2019 - March 2024
First hire and longest-tenured team member, helping build Atom from pre-seed to Series B and eventual acquisition. Led product, design, and team operations through multiple growth phases, wearing hats across product strategy, design, management, hiring, and partnerships.
0→1 product build Launched a direct-to-consumer investing app in just 7 months, leading all product design and early frontend coding. Executed a viral marketing strategy that secured tens of thousands of highly targeted early users, driving momentum to raise a Series A.
Growth & business evolution Scaled the consumer business to 400,000+ users and crafted a freemium pricing model to drive monetization. Led the product team through a strategic pivot to B2B, launching new enterprise offerings.
Strategic pivot to B2B Spearheaded the design and launch of a B2B API & SDK suite, delivering data, content, and analytics solutions to enterprise clients. Positioned Atom as a leader in investment data, content and UI infrastructure, securing enterprise deals reaching into 7 figures and paving the way for long-term growth.
Team leadership & org design Built and led cross-functional product pods consisting of 3 PMs, CX/support, and ~20 engineers. Designed org structures to support both B2C and B2B business lines while driving execution on high-impact projects.
Product management & strategy Crafted and drove process for strategic roadmapping & prioritization, sprint planning, user research, centralized documentation and data vendor evaluation.
Product design Served as sole product designer for 4 years, creating and maintaining a scalable company-wide design system in Figma. Produced high-fidelity prototypes, accelerating development cycles under tight deadlines and with limited resources.
AI-powered products Led development of LLM-powered financial content and intelligent search tools, integrating advanced AI capabilities to deliver cutting-edge solutions for enterprise clients.
Allvue SystemsImplementationsManaged enterprise SaaS implementations for private debt and alternative investment firms, working closely with clients to scope, budget, and execute projects delivering $300K+ ARR in revenue. Acted as a bridge between financial institutions and technical teams, helping clients adopt investment management solutions.
June 2017 - February 2019 
Allvue SystemsImplementationsJune 2017 - February 2019
Managed enterprise SaaS implementations for private debt and alternative investment firms, working closely with clients to scope, budget, and execute projects delivering $300K+ ARR in revenue. Acted as a bridge between financial institutions and technical teams, helping clients adopt investment management solutions.
Enterprise client management Served as the primary client contact, leading implementation projects for direct lenders and CLO managers. Ensured alignment on goals, timelines, and deliverables while managing client communications.
Project execution & budgeting Scoped and managed multi-month implementation projects, balancing client requirements with internal resources to drive successful deployments.
Team coordination & leadership Oversaw team members handling complex financial logic development, ensuring high-quality execution across multiple projects.
Citigroup Global MarketsSales & Trading AnalystMay 2015 - June 2017
Citigroup Global MarketsSales & Trading AnalystMay 2015 - June 2017
Completed a two-year rotational program in Citi's Sales & Trading division, working on quantitative hedging strategies and risk optimization. Supported data-driven decision-making by modernizing how Citi Credit leveraged large datasets for trading insights.
