Previous Engagements


  • • We partnered with design, hardware, and software engineering teams to support the development of a new IoT product for a large CPG company.

    • We led client meetings to align on roadmap and release/sprint cadence; coordinated demos and user research studies.

    • We successfully conducted UX studies to validate product hypotheses with consumers.

    • Deliverables included a go-to-market strategy, roadmap, business case/presentations, UI/UX prototypes, hardware/firmware sensors, and multiple iOS/Android mobile product iterations

    Devised Innovation Strategy & Managed IoT Product Build Large CPG Company
  • • Determined go-to-market strategy to design, build, and implement a web-app Retail Banking platform targeted at Millennial customers

    • Conducted primary and secondary end-user research via interviews, qualitative surveys, workshops, and industry reports to understand how Brazilian Millennials engage in Banking and create an ideal customer experience that serves their needs and wants

    • Liaised with Data Science and Engineering teams to compare and contrast quantitative data on customer’s usage and engagement with existing products and services with qualitative data from primary research on customer experience

    Crafted Go-To-Market Strategy for a Retail Banking Platform Brazilian Bank
  • • Devised business case and financial pro forma outlining how Tier 1 U.S. Bank can enable business revenue growth in lending and deposits, improve product time to market, increase operational stability, and augment customer engagement, while reducing cost and complexity of Core Banking Technology

    Transformed Core Banking Technology Tier 1 U.S. Bank
  • • Piloted new lending system integration aimed to improve daily workflow for ~300+ employees; prioritized product requirements and features by troubleshooting system incidents, as well as escalating/triaging defects and enhancements

    • Prepared procedures/training materials and educated stakeholders on transition of daily operations to new Loan Origination System

    Automated a Private Bank Lending Platform Tier 1 Global Bank
  • • Collaborated with Currency Transaction Reporting stakeholders and Legal Compliance Officers to determine an optimal approach to introduce more comprehensive filtering features and aggregation functionality to currency transaction reporting software

    • Strategized product build and vendor engagement approach; developed an Agile project management plan, coordinated with project stakeholders to ensure deliverables were on track and that risks and issues were identified and remediated

    Enhanced Currency Transaction Reporting Software Tier 1 Global Bank
  • • Project managed a $170k risk mitigation effort raised from U.S. OCC Article IX consent order involving data profiling (statistical analysis for accuracy, timeliness, consistency, completeness, & integrity), data lineage (graphical representation of technical metadata), and data reconciliation (verifying accurate flow of records among systems)

    • Collaborated with Engineering division on creation of the project definition outline, business and functional requirements documents, solution analysis & design documents, as well as, the change & implementation roadmap

    Mitigated Data Quality Risk Tier 1 Global Bank