Summary
Senior product manager for complex B2B software, with depth across financial platforms,
APIs, ERP integrations, reporting, data visualization, and AI-enabled workflows. Strong
record translating customer pain, market signals, and technical constraints into focused
product strategy, shipped software, and measurable business outcomes.
Core Strengths
B2B SaaS
API product management
ERP integrations
Financial services
AI workflows
Roadmaps and backlogs
Data visualization
REST and GraphQL APIs
API authentication
SQL
Figma
Azure DevOps
Jira
React / JavaScript / Node
Experience
Senior Product Manager - ServiceTrade
March 2026 - Present - Dallas, TX
- Product manager 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%.
- Own 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
- Led roadmap and phased delivery for WSO Insights, a redesigned web platform for institutional investment workflows across syndicated loans and private credit.
- 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