Advisor Data Foundation and Experiences
Senior Product Owner at Thrivent leading backend data products that deliver custodian and vendor data through scalable domain APIs to advisor-facing teams. I define API strategy, data models, and reliability standards while translating infrastructure decisions into measurable outcomes across compliance, compensation accuracy, and advisor productivity. I partner closely with engineering to build secure, observable systems and enable downstream teams with documentation, integrations, and onboarding support. Drawing on prior advisor experience, I also design intuitive tools and workflows that reduce friction, improve audit readiness, and accelerate time-to-value.
Advisor Dashboard: Client View
Important client relational events and context pulled in from CRM and other LLM tools.