Resumé / CV

OneVest

2024 +

Product Manager

As the Product Manager at OneVest, I orchestrate the Enterprise / Advisor Experience, spearhead Salesforce integrations, and lead our expansion into the US market. With a commitment to optimizing customer interactions and maximizing the value of our financial solutions, I successfully:

  • Built core onboarding and workflow tools that directly supported client adoption and scalability during a period of rapid growth, contributing to the momentum that helped secure $20M in Series B funding.

  • Delivered high-impact product enhancements that improved advisor onboarding, client experience, and enterprise readiness—playing a key role in landing 3 major US clients within the first 6 months of market entry.

  • Accelerated Salesforce integration efforts with Canadian and US bank clients by improving data sync logic and surfacing more relevant information across teams, reducing processing delays by 25% and increasing operational visibility.

  • Identified gaps in the usability of existing Tax Lot and Cost Basis tools. Led a full rebuild to improve clarity for clients and advisors, enhancing custodial alignment and enabling more accurate capital gains reporting.

  • Collaborated with internal teams to improve billing and trading reconciliation workflows. Delivered a scalable framework that reduced manual error risk, improved reporting accuracy, and supported onboarding of new institutional clients.

  • Used platform analytics and client feedback to redesign the Net Worth, Goals, and Account Onboarding experiences—resulting in a 40% increase in active user engagement and surpassing 10,000 users within six months.

  • Identified gaps in advisor tooling and led delivery of a data-driven dashboard that surfaces key client signals, including pending transfers, missing retirement accounts, and concentrated positions. Partnered with design and engineering to launch revenue-focused widgets now used by 350+ advisors, uncovering overlooked opportunities and contributing to a 10–15% increase in retirement account conversions and upsells.

South Arts

2024 +

Salesforce (Non-Profit) Consultant

At South Arts, I am engaged as a Salesforce Consultant, responsible for improving data management and Salesforce functionalities to support the organization’s mission of helping youth get involved in arts, music, sports, and other creative activities.

  •  Conducted regular data quality assessments and implemented cleansing processes, improving data accuracy by 30%.

  • Developed and executed a duplicate management system, reducing data redundancy by 25%.

  • Enhanced Salesforce utilization for nonprofit-specific needs, optimizing donor and volunteer management processes and increasing operational efficiency by 20%.

AdTalem Global Education

2023 - 2024

Salesforce Consultant; Business Analyst

At AdTalem, I served as a Salesforce Consultant/Business Analyst, responsible for enhancing end-to-end admissions processes for two international medical schools. Leveraging deep Salesforce expertise and effective communication, I developed customized automation solutions to streamline student inquiries and admissions procedures for improved efficiency.

  • Developed and executed tailored automation solutions, enhancing operational efficiency across four key processes within the workflow, resulting in significant annual time and cost reductions.

  • Enhanced the workflows for admissions personnel responsible for over 6,000 student applicants.

  • Performed thorough business process mapping exercises to identify opportunities for enhancement and innovation.

Charles Schwab

2016 - 2023

With a focus on optimizing the key customer experience across Product Owner and client engagement roles, providing financial advisory, streamlining practice management, driving business development targets and maximizing clients’ Salesforce Financial Services Cloud investments, I successfully:

 Product Manager / Salesforce | 2021 – 2023

  • Refined Salesforce product strategies and roadmaps, taking development activities from ideation to roadmap development to launch, furthering the company’s $1 trillion wealth advisory business.

  • Developed and enhanced product features, and deliverables with customer User Stories.

  • Collated and curated user experiences, deploying Agile methodologies to guide development efforts that achieved an estimated $7 million in savings.

  • Designed impactful Client View and Practice View dashboards and portals to provide a holistic view of client portfolios, rolled out to over 8,000 clients and users across the enterprise.

  • Conducted regular Scrum style sessions to address product development roadblocks.

  • Advocated for a high touch model of client engagement to ensure successful implementations, a 15% increase in successful product adoption, while raising customer satisfaction scores by 10%.

  • Instituted a servant leader approach to Agile Scrum implementation to define feature development and release activities.

  • Helped align internal resources to create a singular vision around product development.

  • Reviewed and assessed industry offerings to identify gaps and opportunities across existing customer value chains.

 Financial Consultant Partner | 2019 – 2021

  • Supported internal Salesforce offerings through gathering feedback to optimize the client-side experience, increasing key KPI scores while generating an additional $20 million in net new assets.

  • Conducted client solutions requirements gathering sessions to review needs, specifications and objectives while acting as the Pacific Northwest Region’s Salesforce SME.

  • Supported and guided clients through migrating from Legacy systems to Salesforce to improve data capture and insight analysis

  • Structured outcome focused agile backlog management, sprints, documentation and iterative quality assurance testing.

  • Provided client advisory around financial planning and wealth management, focus on reducing exposure and elevating the overall risk management posture.

High Net Worth Client Specialist | 2018 – 2019

  • Analyzed and reviewed client portfolios to review current positions and alternative strategies.

  • Delivered feedback on financial statements, addressing and responding to concerns and queries.

  • Conducted deep-dive market analyses to maintain an awareness of trends and movements impacting client investments.

Nerdy Girl Success

2021 - 2023

Salesforce Administrator

A 501(c)3 non-profit, providing resources and guidance to girls and young women to help increase professional and academic outcomes. Key responsibilities include:

  •  Providing coaching and support on effective Salesforce use that has increased program outreach and partner engagement by over 25% to date.

  • Re-engineering key donor information and grant record management processes, innovating a data deduplication process to enhance data quality.

  • Designing user Salesforce capacity building initiatives to energize fundraising and program planning.

  • Deliver ongoing support to address user issues and fine-tune system features. 

EDUCATION AND CERTIFICATIONS

 

Master of Science in Investment banking and Finance

University of Glasgow | Glasgow, UK

 

Bachelor of Science (Double Major) in Finance and International Business

Creighton University | Omaha, NE

 

·   Certified Scrum Product Owner | Scrum Alliance

·   Certified ScrumMaster | Scrum Alliance

·   Certified Salesforce Administrator | Salesforce

·   Certified Business Analyst | Salesforce

·   FINRA Series 7, 63, 66, 9, 10