12 years building products that work in the real world — not demos. From zero-to-one AI platforms to $365M CRM systems, I own products end-to-end: discovery, metrics, delivery, and the messy bits in between.
I'm a Senior Product Manager with over a decade of building products across Fintech, RegTech, and AI-native B2B SaaS. My path ran through six years in regulated, high-stakes customer operations before I touched a PRD — and that's not a weakness.
It's why I ask better questions in discovery, why IEEPA rules and IRS R&D criteria become product requirements in my hands instead of blockers, and why I don't confuse shipping velocity with shipping value.
Most recently at Occams Advisory, I built and led the AI product function from zero — shipping 8+ products across AI SaaS, internal platforms, and automation tools with full ownership of the product lifecycle.
I don't open Figma until I've talked to the people with the problem.
On Product Discovery45% to 12%. Those numbers didn't happen by accident — someone defined what mattered and built toward it.
On MetricsMost PMs avoid regulated domains because they're hard. I've spent years in them.
On Domain ComplexityShipping in constraints is the actual skill. No unlimited resources. No large team. That's real product management.
On ExecutionEach project had full ownership — not just tickets. Discovery through delivery, metrics defined, stakeholders managed, and something real shipped at the end of it.
A $365M advisory operation running on spreadsheets and email chains across five departments. Every handoff was manual, every error invisible until it became a client problem.
Defect rate: 45% → 12%. Processing time: 14 days → 3 days. Affiliate network grew by 2,000+. FY 2023–24: $365M in ERC claims processed.
Led discovery through client interviews, mapped the R&D qualification process end-to-end, and designed an 11-stage self-service portal. Eliminated manual advisor intervention at every step.
Defined 6-document structured intake workflow, automated OneDrive folder provisioning via Microsoft Graph API, built SDR playbook, integrated DocuSign for two-signer engagement letters.
Across external SaaS platforms, internal CRM systems, automation tools, and workflow products — each one solving a real business problem, not a theoretical one.
R&D tax credit self-service portal. 11-stage intake replacing manual advisor process.
AI-powered financial insights platform automating CFO-level advisory with LLMs.
Core AI platform powering advisory workflows previously requiring senior consultants.
AI-powered platform supporting early-stage businesses with structured advisory.
Full program product — intake, automation, SDR playbook, DocuSign. Launched <60 days.
Full multi-department CRM. $365M processed across 5,000+ businesses.
Custom PHP + HTML tool automating decision-maker research for SDR workflows.
API-driven two-signer engagement letter workflow in WordPress/Laravel portal.
Microsoft Graph API integration for automated client folder provisioning.
Centralized dashboard for scheduling and managing social activity.
Dynamic digital business cards — shareable, trackable, updatable.
Structured content planning engine — built to v1.4 production-ready spec.
Multi-sheet workbook for referral leads by source, stage, and conversion.
I don't open Figma until I've talked to the people with the problem. Every product decision that went wrong started with skipping discovery.
14 days to 3 days. 45% to 12%. Those numbers didn't happen by accident — someone defined what mattered and built toward it.
Most PMs avoid regulated domains because they're hard. I've spent years in them. IEEPA rules, IRS R&D criteria — product requirements, not blockers.
No unlimited resources. No large team. No brand-name company. Everything I've shipped was built lean and fast. That's the real skill.
Actively looking for Senior PM / AI Product Manager roles where I can own the product — not just manage it. Open to B2B SaaS, Fintech, RegTech, or AI-native companies.
↓ Download Latest CVRoles where I can own the product end-to-end.