I’m a

Product Manager:

Wealth Management

&

Salesforce Expert

About Me

With a dynamic career spanning from the intricacies of trading and derivatives to the strategic realm of financial planning, I have continually evolved as a versatile professional. My journey led me to become a Salesforce Subject Matter Expert, where I delved into the complexities of CRM solutions, refining my expertise with each project. Transitioning into the role of a Product Manager for Financial Services products within Salesforce, I orchestrated innovative solutions tailored to the evolving needs of the industry, harnessing technology to drive tangible value for clients.

As my career progressed, I ventured into the realm of consulting, leveraging my multifaceted background to navigate complex business landscapes. It is within this domain that I found my niche, combining my financial acumen with technological prowess to craft impactful strategies. Currently, I embark on an exciting chapter at OneVest, a Canadian FinTech disruptor in the Wealth Management space, where I lead the Enterprise Experience team. In this role, I am dedicated to spearheading our expansion efforts into the United States, forging strategic partnerships and pioneering transformative solutions in the financial services landscape.

Skills

  • Bringing my knack for product management, especially in finance and Salesforce, to the table, helping teams navigate complex challenges and innovate effectively. Let's build something awesome together!

  • With hands-on experience in Sales Cloud, Service Cloud, Financial Services Cloud, and Communities, I've streamlined sales processes, enhanced customer service interactions, optimized financial services operations, and fostered community engagement for impactful results.

  • With nearly a decade of Financial Services expertise and holding FINRA Series 7, 63, 66, 9, and 10 certifications, I've navigated complex regulatory landscapes, provided comprehensive financial advisory services, and executed strategic investment solutions tailored to diverse client needs.