Series E, profitable, multi-product scaling

2024 - present

• Leading the product transformation of Best Egg, a fintech company undergoing a strategic shift to a product-led organization.

• Driving alignment between product, engineering, and business strategy to create scalable, customer-centric financial solutions.

Series B, Acquired, Multi-product expansion, enterprise B2B SaaS

2021 - 2024

• Spearheaded MANTL’s transition from a consumer-only deposit origination platform to a comprehensive, vertically integrated SaaS platform.

• Expanded the product team from 5 to 25, covering Product Management, Design, Marketing, and Operations.

• Boosted revenue by 5x and increased customer count by 6x, all while lowering burn rate by 77% over 30 months.

• Led fundraising efforts that secured $22.7M, including from 7 customers, showcasing the market strength of MANTL’s product offerings.

Seed, profitable, product-to-platform, B2B2C SaaS

• Drove product expansion from a single financial reporting solution to a multi-product platform, including a mobile app, insights, and trading tools.

• Implemented new pricing and packaging models that diversified revenue streams while maintaining a cash flow-positive business model.

• Led architecture strategy alongside engineering leadership, positioning Blueleaf as a viable up-market solution.

Seed - Series C venture backed and bootstrapped companies; B2C and B2B SaaS and services

Consultant, Advisor and Fractional head of product to venture backed startups in San Francisco, Chicago, New York, St. Louis, and Boston.

Work centered on product strategy, proof of concept, fundraising, product line expansion and team expansion.

IPO, new product expansion, B2B2C payments, SaaS and lending

• Part of the founding team of Square Capital, scaling from beta to over $XXXM in capital extended in 2015, with an additional $XXXM in the first half of 2016.

• Defined and executed product expansion, including the transition from an MCA to a loan product, and enabled industrial bank partnerships.

• Created market positioning and go-to-market strategies that contributed to Square’s IPO and the continued growth of its financial services division.

General Partnership, Enterprise

• Led key initiatives that unified client experiences across 15,000+ locations and strengthened financial advisors' capabilities.

• Developed Edward Jones’ insured bank deposit program, increasing balances by XXX% and helping drive AUM growth.

• Conducted McKinsey-backed attitudinal segmentation research that shaped the firm’s financial product strategy and pricing models.