Product leadership for financial technology and enterprise software.
I lead product strategy and platform modernization in financial technology and enterprise software. My work connects the underlying data and services with the experience clients use, from investment platforms and financial products to APIs and integrations.
I build and lead teams that deliver complex client solutions, with responsibility for prioritization, commercial scoping, and delivery. That work also informs product direction: identifying which client requirements should become reusable capabilities.
Based in Dallas, TX.
Domain experience
My investment technology experience covers broadly syndicated loans, private credit, and CLOs, with additional coverage of bonds, equities, and swaps. My enterprise software work extends to commercial service operations, accounting integrations, APIs, and partner ecosystems.
Selected outcomes
Results across platform usability, performance, and delivery.
Selected work
Platform modernization and product leadership.
Selected projects from S&P Global, ServiceTrade, and Siepe.
WSO Insights: redesigning the platform experience
Owned the multiyear modernization of WSO Insights, connecting a new investment reporting foundation with a redesigned experience for portfolio managers, traders, and operations teams.
Defined the platform experience across navigation, drilldowns, configurable dashboards, embedded applications, and natural-language reporting.
Full platform modernization · End-to-end product ownership
Read case studySelf-service integrations and the partner ecosystem
Led the rollout and expansion of configurable accounting integrations, replacing developer-dependent mapping changes with client-managed fields, dimensions, filters, transformations, and rollups.
Created the partner program and marketplace, personally designed and built the developer portal, and owned APIs across ServiceTrade and SalesManager.
Self-service configuration · Partner ecosystem · API ownership
Read case studyBuilding a client-solutions organization
Established and lead Siepe's Professional Services / Client Solutions team, defining how client requests are scoped, planned, delivered, and managed commercially.
Partner with investment clients to scope complex solutions, including trade OMS integrations, financial and NAV reporting, custom APIs, and calculations. Established the supporting processes for change requests, statements of work, documentation, and billing.
Team formation · Client solutions · Commercial responsibility
Read case studyFeatured on AWS Architecture Blog
Automating WSO Reporting reconciliation
I partnered with AWS and engineering teams to automate report validation for WSO upgrades and migrations. AWS published the solution's architecture and results, documenting more than 4,000 developer-hours saved and the first reconciliations running within six weeks.
Additional work
S&P Global Real-time financial data APIs
Designed GraphQL and OData APIs for institutional investment workflows, giving clients direct access to financial data and calculations through change-based retrieval instead of repeated bulk exports.
- Problem
- Users were pulling bulk exports and building their own processes to identify changed data.
- Outcome
- Reduced data volumes by 75%, improved retrieval time by 90%, and lowered infrastructure cost.
S&P Global WSO downstream integrations
Led strategic integrations between WSO and client platforms for reconciliation, data warehousing, cash and trade processing, and security master workflows.
- Scope
- Mapped complex loan and position data to the requirements of specialized enterprise systems.
- Impact
- Identified, championed, and delivered strategic integration initiatives to protect more than $5M in ARR.
ServiceTrade AI receipt scanning and purchase orders
Led an AI-assisted inventory enhancement that used receipt scanning to accelerate purchase order creation within the existing accounting workflow.
- Role
- Defined the enhancement, prioritized delivery, and aligned the experience with the core product.
- Outcome
- Reduced PO and invoice creation time by more than 90%.
Product samples
Product and workflow prototypes.
Financial analytics dashboard
A loan portfolio review workflow with period comparisons, cash-event analysis, exceptions linked to position details, and filtered CSV export.
Open dashboard sample
API developer portal
A partner and developer workflow with filtered API responses, pagination, access and rate-limit scenarios, and onboarding guidance.
Open API portal sample
AI-assisted purchase-order review
Review extracted fields against a supplier quote, correct discrepancies, and approve a purchase-order draft with source references.
Open review sampleExperience
From implementation to product and team leadership.
Senior Lead, Professional Services - Siepe
Established and lead the Professional Services / Client Solutions team. Partner with investment clients to scope complex solutions and manage the processes for delivery, statements of work, billing, and contractual resource commitments.
Product Director - ServiceTrade
Led accounting integration initiatives and owned APIs across ServiceTrade and SalesManager. Created the partner program and marketplace, expanded self-service mapping, and personally designed and developed the developer portal.
Director of Product Management - S&P Global
Owned the multiyear WSO Insights modernization across navigation, views, dashboards, reporting, and AI capabilities. Led Investment Reporting and the APIs that connected financial data and calculations to interactive investment workflows.
Product Manager, Consulting - IHS Markit
Led business analysts, developers, and QA teams delivering custom financial software, reporting, and integrations. Connected client requirements with product scope and coordinated delivery across disciplines.
Business Analyst - IHS Markit
Led client workshops and translated financial workflows into functional specifications. Designed integrations and coordinated work through testing, deployment, and production support.
Senior Implementation Analyst - IHS Markit
Led financial software implementations across requirements, configuration, testing, training, and production support. Built a PHP and SQL knowledge base for the implementation team.
Contact
Let's discuss product and platform leadership.
I welcome conversations about product and platform leadership, investment technology, APIs and integrations, and building teams for complex enterprise software.