A scorecard that grades stock-picking accounts on what they actually return. It ingests a list of finance influencers, classifies every ticker call with an LLM, and scores each account's forward performance against its sector benchmark. Empirical-Bayes shrinkage and false-discovery-rate correction keep the rankings statistically honest instead of vibes, with a live explorer that updates each hour.
Product Owner · API Platforms & Middleware
I turn legacy systems into modern API platforms.
Product Owner with 10+ years delivering API-driven platforms and middleware across fintech and digital banking. I bring the technical depth of a former business analyst, integration specialist, and platform modernizer to every product decision.
- 10+years in product & analysis
- 15+REST & GraphQL APIs specced
- 50%faster account opening
- ~$800KIRS audit risk avoided
01 About
Most of my career has been in financial services and digital banking, but my core strengths travel well: API product strategy, system integration, platform modernization, and cross-functional delivery in regulated, high-stakes environments.
I started in business and functional analysis, mapping file-based pipelines to REST APIs at Deutsche Bank, and grew into product ownership leading migrations off vendor platforms and building middleware that connects digital channels to core banking systems. I like the messy middle: contracts, schemas, auth flows, and the cross-team coordination it takes to ship them without breaking what customers depend on.
I'm based in Raleigh, NC, remote-friendly, and open to product and platform roles beyond banking — SaaS, healthcare, enterprise software, and integration-heavy teams.
02 Experience
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Product Owner — Middleware
2024 — PresentSMBC · Jenius Bank · Remote
- Own API product strategy for middleware services connecting digital channels to core banking platforms.
- Authored requirements for 15+ REST and GraphQL APIs covering account linking, transfers, and autopay.
- Led modernization off FIS Digital One to a proprietary in-house platform while holding feature parity across web and mobile.
- Standardized API documentation with Swagger and Apollo across three development teams.
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Product Owner / Scrum Master
2021 — 2024Broadridge Financial Services · Raleigh, NC
- Merged two trust platforms and moved integrations from file-based interfaces to a modern API architecture.
- Transformed a waterfall team to Agile, lifting delivery efficiency by 30% and holding 80% sprint velocity.
- Owned backlogs and authored API requirements and user stories bridging business and engineering.
- Led a multi-year UI upgrade for the trust business, improving usability and client satisfaction.
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Business Analyst III — Digital Account Opening
2019 — 2021First Citizens Bank · Raleigh, NC
- Integrated digital account opening with Q2 Online Banking via bi-directional API flows, cutting completion time by 50%.
- Designed and launched a new credit card application that tripled customer volumes.
- Implemented fraud tooling — LexisNexis ThreatMetrix and Fraudpoint — to reduce online fraud.
- Mentored and trained new business analysts across the practice area.
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AVP — Lead Business Functional Analyst
2015 — 2019Deutsche Bank Global Technology · Cary, NC
- Delivered a Brexit-compliant equities trading platform within a 6-month regulatory deadline, including full data mapping of US equity trades.
- Mapped file-based trade processing to REST APIs, resolving production performance issues under rising trade volume.
- Built a Cucumber black-box testing service that cut platform upgrade cycles from six months to weeks.
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AVP / Associate — Business Analyst
2011 — 2015Deutsche Bank AG · Jacksonville, FL
- Led a multi-year cost basis regulatory implementation across asset classes, with custom reporting for hedge fund clients.
- Partnered with Group Tax and Deloitte to mitigate IRS audit risk, driving roughly $800K in cost avoidance.
- Built a new 1099 process that eliminated regulatory errors and reduced operational exposure.
03 Selected work
Things I've designed and built end to end, outside of day-job work. I scope them, write the code, and run them in production. They're how I keep my hands on the technical reality my product decisions depend on.
The AI-powered job search engine I built to run my own search. It queries 13+ job APIs and ATS platforms twice a day, rates every posting with Claude, dedupes across runs, and tracks everything through a Kanban dashboard with fit analysis, an interview-story bank, and tailored resume and cover-letter generation. This site is generated from its profile data.
An automated trading system for prediction markets. Market-making and directional bots backed by a real-time data pipeline, a Go execution gate, and Postgres and parquet storage. The research side covers quantitative signal discovery, microstructure features, and machine-learning models trained and validated through a shadow-to-live promotion pipeline, supervised across cloud and local servers.
04 Skills
API Product Management
- REST & GraphQL design
- Endpoint & schema specs
- Auth flow documentation
- Swagger / OpenAPI · Apollo
- Azure APIM · Postman
Digital Banking Platforms
- FIS Digital One / MBP
- Q2 Online Banking
- MX account aggregation
- Okta (CIAM / auth)
- ThreatMetrix · Fraudpoint
Agile & Product
- Product Owner & Scrum Master
- Backlog & roadmap definition
- User stories & acceptance criteria
- Sprint planning & retros
- Stakeholder alignment
Tools
- JIRA · Confluence · JAMA
- GitHub · Bitbucket · Copilot
- SQL · MS SQL Server · Oracle
- Cucumber · TeamCity · Splunk
- LucidChart · Excel / VBA
Domain
- Middleware & API platforms
- Platform migrations
- Digital onboarding & CIAM
- Equities & post-trade settlement
- Regulatory delivery (Brexit, IRS)
05 Education
Global MBA — Dual Masters Program
2009 — 2010University of North Florida · Cologne University of Applied Sciences · University of Warsaw
MBA and Master of International Management & Intercultural Communication. Cum Laude, GPA 3.54. Includes a certificate from Dongbei University of Finance and Economics, Dalian, China.
BBA in Accounting
2005 — 2008University of North Florida · Jacksonville, FL
Minor in Business Administration. Dean's List, Bright Futures Scholarship recipient.
06 Get in touch
Looking for a product owner who can speak fluently to engineering and own the integration layer? Let's talk.