Financial Planning and Analysis

• Define Open Finance Lending product strategies based on market dynamics, customer needs, and competitive insights
• Continually identify areas for growth and determine prioritization
• Translate strategy into actionable product roadmaps and measurable goals
• Lead product managers to execute product roadmaps with focus and clarity
• Partner with Sales, Marketing, and cross-functional Product teams to develop commercialization plans, sales narratives, and thought leadership
• Engage directly with customers and partners through sales calls, solutioning workshops, and industry events

Director, Product Management – Open Finance, Lending Solutions

Executive Director – Investment Strategist, Alternatives, Global Investment Office