Finance social media is full of confident stock picks and no accountability — nobody tracks whether the loudest accounts are actually right. I built a product that grades stock-picking accounts on their realized returns, turning “trust me” into a measurable track record. I owned it end to end: defined the problem, scoped the build, and shipped a live product that ingests influencer posts, classifies each real call with an LLM pipeline, and scores it against the market. The hardest product decision was discipline over flash — it withholds a verdict until the data clears a real statistical bar, so users get an honest signal instead of false confidence. Built and run solo, which meant owning every call from data integrity to what we don't ship.
Product Owner · Platforms, APIs & AI Products
I turn legacy systems into modern platforms and build AI products from the ground up.
Product Owner with 10+ years delivering API-driven platforms and middleware across fintech and digital banking, who also designs and ships AI products solo, from LLM pipelines to trained models. I bring the technical depth of a former business analyst, integration specialist, and platform modernizer to every product decision.
- 10+years in product & analysis
- 50%fewer account-linking failures
- 0P1/P2 incidents on a platform upgrade
- ~$800KIRS cost avoidance
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 spec platforms by day and build full products solo at night, the ones in Selected work below. So when I write a requirement, I know exactly what I'm asking engineers for, and what it costs.
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
- Leading the migration off FIS Digital One to a proprietary in-house platform, building 15+ REST and GraphQL APIs for account linking, transfers, and autopay that replace vendor dependencies while holding feature parity across web and mobile.
- Cut external account-linking failure rates by over 50% by integrating MX for account aggregation, improving customer account visibility.
- Upgraded the full API suite to a new version of FIS Modern Banking Platform with zero P1 or P2 incidents.
- Standardized API documentation (Swagger, Apollo) across three dev teams, cutting integration ambiguity and speeding developer onboarding.
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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.
- LLM pipelines in production — prompt design, chunked batching, JSON-validated output, versioned classifiers (printrate.io).
- AI-driven evaluation and generation — rating, fit analysis, and tailored documents on the Claude API (Job Radar).
- Machine-learning models I trained, validated, and promoted shadow-to-live on real money (Polymarket).
- Build with AI agents daily — built this site with Claude Code, and use OpenClaw for autonomous workflows.
Built an automated system that takes real positions in prediction markets on its own, and owned it end to end. The core product principle was discipline over speed: every strategy runs through a risk-and-order gate and has to prove itself shadow-to-live against real market data before it can risk a dollar. Under the hood, a polyglot low-latency stack — Rust execution, Go services, a TypeScript data bus, Python research — where I discover quantitative signals and train ML models on market-microstructure features, then promote them across cloud and local infrastructure.
A job hunt is really a search-and-evaluation problem: too many postings, most irrelevant, each needing a tailored application. I built a system that turns it into rated, ranked, auto-tailored output, pulling from 13+ job APIs and ATS platforms, using an LLM to score every posting against a candidate profile, run a fit analysis, and generate tailored resumes and cover letters, all on a Kanban board. Built with Claude Code.
04 Skills
API Product Management
- REST & GraphQL design
- Endpoint & schema specs
- Auth flow documentation
- Swagger / OpenAPI · Apollo
- Azure APIM · Postman
AI & ML
- LLM pipelines & prompt engineering
- Multi-model APIs (OpenRouter, OpenAI, Claude)
- Output validation & versioning
- ML model training (LightGBM)
- AI agents (Claude Code, OpenClaw)
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.