I’m a results-driven Product Manager with extensive experience in fintech and digital banking. Most recently, I served as the Director of Product at Custodia Bank, where I led the development and launch of a Money Market Fund product in just three months, helping to operationalize the bank. Prior to that, I managed product roadmaps and Agile teams at EQ Private Company Solutions, where I played a key role in launching a blockchain-based equity management platform. My background also includes experience in operations, sales strategy, and compliance, giving me a well-rounded perspective on business and technology. I thrive in fast-paced environments, leading cross-functional teams to deliver innovative, user-centric solutions. I’m excited about this opportunity because it aligns with my passion for building impactful financial products that drive business growth and enhance customer experiences.
Experience: 6 years
Yearly salary: $174,000
Hourly rate: $100
Nationality: 🇺🇸 United States
Residency: 🇺🇸 United States
Experience
Director of Product
Custodiabank, Inc. 2022 - 2024
Caitlin Long’s Custodia Bank, a Wyoming-chartered special-purpose depository institution (SPDI), integrates digital assets with traditional financial services. Custodia’s lawsuit to join the Federal Reserve System is under appeal. • Owned product management of the fiat Banking and Money Market Fund products at Custodia • Launched a Money Market Fund product through Northern Trust partnership in 3 months, enabling bank operations to commence • Spearheaded company-wide adoption of Agile Scrum framework, transforming the Software Development Life Cycle (SDLC) • Implemented banking payments and infrastructure integrations, including core banking systems, correspondent banking, and compliance vendor software • Facilitated Anti-Money Laundering (AML), Know Your Customer (KYC) and Know Your Business (KYB) data collection via the customer Application to comply with applicable financial services regulations • Managed 2 Agile Scrum teams of 8 remote U.S. based engineers (fiat Banking and DevOps)
Product Manager
EQ Private Company Solutions, Inc. 2019 - 2022
EQ (Equiniti) PCS (dba Astrella) is a fintech SaaS platform for private company equity management, including cap table management, employee equity administration, and IPO/acquisition preparation. The platform utilizes blockchain and AI to track ownership and performance in real-time. • Designed and launched an MVP equity management system within 12 months, driving the company's entry into the digital equity management market with a proprietary blockchain-based share ledger • Owned the product roadmap prioritizing and managing the feature/user story backlog in Azure DevOps • Orchestrated cross-functional collaboration among stakeholders to prioritize product features and expand Astrella's partner network as well as vendor integrations, including NuArca Labs (blockchain) and Charli AI • Managed an Agile Scrum team of 21 nearshore web/mobile (iOS/Android) engineers in Costa Rica and Colombia
Head of Operations
Necto, Inc. 2018 - 2019
Necto was a YCombinator backed startup developing an "ISP starter kit," providing the necessary tools for individuals or entities to establish their own Internet Service Providers (ISPs). Necto also developed software for CRE tenants and properties to create a next generation “software-defined office” (SDO). Acquired by Monkeybrains in March 2019. • Drove ISP operations and business development, building a customer portfolio through strategic relationship management and exceptional service delivery • Developed a sales strategy and funnel for commercial property owners/operators in addition to continuously iterating and honing sales deck and pitch materials • Managed all IT build-out projects for residential ISP and commercial SDO customers, including sourcing and securing subcontractors, ensuring deadlines were met, and completing the projects within margin and budget
Skills
agile
crypto
product-manager
project-manager
scrum