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

  1. Product Owner — Middleware

    2024 — Present

    SMBC · 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.
    • REST
    • GraphQL
    • FIS
    • MX
    • Okta
    • Azure APIM
  2. Product Owner / Scrum Master

    2021 — 2024

    Broadridge 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.
    • Trust platforms
    • File-to-API
    • Agile
    • Scrum
    • JIRA
  3. Business Analyst III — Digital Account Opening

    2019 — 2021

    First 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.
    • Q2
    • CIAM
    • ThreatMetrix
    • Wireframes
    • Customer journeys
  4. AVP — Lead Business Functional Analyst

    2015 — 2019

    Deutsche 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.
    • REST APIs
    • Equities trading
    • Cucumber
    • JAMA
    • Settlement
  5. AVP / Associate — Business Analyst

    2011 — 2015

    Deutsche 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.
    • Cost basis
    • Regulatory reporting
    • 1099
    • Corporate actions
    • SQL

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.

Live web app printrate.io

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.

  • Python
  • LLM classification
  • pandas / parquet
  • statistical modeling
  • systemd
Open source Job Radar

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.

  • Python
  • Flask
  • Claude API
  • web scraping
  • cron
Trading system · private Polymarket trading bot

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.

  • Python
  • Go
  • PostgreSQL
  • machine learning
  • quant research
  • real-time systems

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 — 2010

University 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 — 2008

University 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.