Summary
Product leader in financial technology and enterprise software, with experience owning platform modernization, financial-data products, APIs, and integrations. Led the multiyear WSO Insights redesign, created ServiceTrade's partner program and developer portal, and established Siepe's Professional Services / Client Solutions team. Combines product strategy and technical depth with direct experience scoping investment solutions and leading the teams that deliver them.
Core Strengths
Product strategy
Investment technology
Financial-data platforms
Team leadership
Operating-model design
Professional services
APIs and integrations
B2B SaaS modernization
Delivery governance
Commercial scoping
Data products and reporting
AI-enabled workflows
Investment experience spans broadly syndicated loans, private credit, and the CLO ecosystem, with additional coverage of bonds, equities, and swaps. Enterprise software experience includes commercial service operations, accounting integrations, and partner ecosystems.
Experience
Senior Lead, Professional Services - Siepe
August 2026 - Present - Dallas, TX
- Established and lead the Professional Services / Client Solutions team, responsible for client-specific investment technology solutions and the processes for scoping, delivery, and commercial management.
- Own the operating model for intake, prioritization, commercial review, scoping, resource planning, delivery governance, and client approval.
- Lead direct reports and coordinate developers across teams delivering reports, data extracts, custom calculations, data normalization, integrations, ingestion workflows, NAV capabilities, web views, and financial-management solutions.
- Drive standardization by identifying custom capabilities that can be extended across clients or incorporated into the broader platform.
Product Director - ServiceTrade
March 2026 - August 2026 - Dallas, TX
- Led product strategy and delivery for ERP integrations, owning roadmap, partner strategy, backlog, and build-versus-partner decisions.
- Supported integrations with major ERP, accounting, and operational platforms.
- Oversaw launch of integration tooling that reduced support tickets by 90% and new implementation time by 75%.
- Led inventory workflow enhancements, including AI-assisted receipt scanning that reduced purchase order and invoice creation time by more than 90%.
- Owned API program initiatives including partner management, gateway implementation, monitoring, quotas, rate limits, application keys, authentication improvements, and developer documentation.
Director of Product Management - S&P Global
October 2018 - March 2026 - Dallas, TX
- Owned the multiyear WSO Insights modernization from product scope and design through the build, spanning navigation, views, interactive dashboards, reporting, and AI capabilities across institutional investment workflows.
- Built WSO Insights Reporting, enabling clients to select data sources, create visualizations, assemble interactive dashboards, and explore financial data with natural language.
- Designed GraphQL and OData APIs for real-time financial calculations, reporting, and integration use cases, improving retrieval time by 90%.
- Partnered with AWS and engineering teams on an automated WSO Reporting reconciliation workflow featured in the AWS Architecture Blog, with the public write-up citing 4,000+ developer-hours saved.
- Implemented structured AI workflows for extraction, evidence assessment, and grounded content generation, reducing error rate by 95%.
- Designed change-based reporting APIs that reduced data volumes by 75%, lowered infrastructure cost, and simplified a broad API surface.
- Modernized legacy on-premises products into SaaS delivery models, improving performance and accelerating release frequency by 400%.
Product Manager, Consulting - IHS Markit
September 2015 - October 2018 - Dallas, TX
- Directed business analysts, developers, and QA teams delivering custom B2B financial software, workflow automation, reporting, and integrations.
- Oversaw launch of 10+ products and partnered with business leaders on product additions that supported 35% year-over-year divisional sales growth.
- Designed strategic system-to-system integrations that helped retain major enterprise relationships.
Business Analyst - IHS Markit
January 2012 - September 2015 - Dallas, TX
- Facilitated client workshops and translated complex business requirements into functional specifications for financial software customization.
- Designed integrations involving complex, mismatched data structures and coordinated delivery through QA, deployment, and post-launch support.
- Identified integration opportunities that supported meaningful additional revenue.
Senior Implementation Analyst - IHS Markit
August 2009 - January 2012 - Dallas, TX
- Led end-to-end implementations of financial software solutions for a large enterprise client base.
- Created a PHP and SQL team knowledge base that reduced average issue resolution time by 50%.
Education & Certifications
Bachelor of Business Administration, Finance - University of North Texas
AWS Certified Cloud Practitioner
Professional Scrum Product Owner
Professional Scrum Master