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Proven Ways to Attract, Activate, and Grow Banking Relationships [Webinar Recap]
Jun 30, 2022
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My career has been spent helping companies large and small answer the following questions:
- What do we build?
- How do we build it?
- Why?
- How do we tell the world about it?

I’ve held leadership roles in product development, product marketing, strategy, and insights helping companies build, launch, and grow their products, processes, people and strategy to answer the questions above. I spent the first 10 years of my career at one of the largest financial services firms and led product and product marketing for Square Capital, the fastest growing product at Square. More recently, I led Product for the wealthtech platform Blueleaf - dedicated to helping augment human financial advice, as well as have worked as a fractional product executive for various fintech startups.

I currently lead Product for MANTL - helping banks think outside the core, grow their business and extend best-in-class client service through deposit origination, loan origination, and data products.

Specialties include product definition, customer development and discovery, new markets/opportunity assessment, building a product process, and go-to-market; all in the context of fundraising
Industry expertise include: market-place/investor-backed lending, financial planning, SaaS, Fintech, WealthTech, scalable services, vertically-integrated SaaS

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