Portfolio of selected work

  • Saxo Bank A/S is a fully licensed and regulated Danish bank with an online trading platform that empowers you to invest across global financial markets.

    I hired the team that standardized the delivery of both the Apple and Google apps across the bank. In addition, we delivered a more robust login authentication process to include the binding and trusting of devices, streamlined the process to deliver mobile apps to white-label clients, and created a mentoring program that is used company-wide.

    I was the vice-chairman of the Works Council for Saxo Bank Nederland.

  • Charles Schwab is considered a leader in the investment market segment. While it does provide a (retail) bank – high investor checking and savings accounts – there aren’t other accessories delivered to support the core functionality.

    In order to determine the direction Schwab banking should take, I reviewed articles, blogposts, websites and internal knowledge documents to come up with a list of banking trends. From there I interviewed almost three dozen subject matter experts across Schwab to get their feedback and pull from their insight. In the meantime, I completed a high-level gap analysis to see where Schwab was lacking. To further pinpoint the direction, I looked at Schwab client data to determine what customer segment should receive the most focus. In order to make that decision I created personas to tailor and pinpoint our recommended offering. With all of this data and after re-review with the subject matter experts and management, I delivered the Schwab banking strategy going forward.

  • Salesforce, Inc. offers customer relationship management in the form of software as a service based on cloud computing.

    The manual test creation, execution, and management capabilities across all Salesforce domains were housed in Microsoft Excel thus limiting the sharing of data, trending, reporting, and efficiencies. To build a manual test system, I interviewed subject matter experts across all 12 domains, capturing their requirements, refining, and revising, and coming up with a prioritized list. Upon domain expert and management approval, I translated the requirements to epics and then to user stories with clear and concise success criteria. The SCRUM team built out the stories and new and/or updated feature functionality released bi-weekly to a pilot group for testing and commenting. The ultimate goal is to release it for general use across Salesforce and include it in the Salesforce AppExchange for others to use.

  • US Bank is the fifth largest banking institution in the United States. They wanted to be looked at as an innovative leader in banking while still maintaining customer trust as being one of the top ethical banks. The decision was made to deliver the U.S. Bank skill on the Amazon Alexa platform. I led the project focusing on regulatory concerns plus working with the US Bank Innovation Group, Amazon, and a third-party vendor to deliver the US Bank skill on the Amazon Alexa platform.

    US Bank's skill capabilities included balance queries, transaction reviews, and payments.

  • Wells Fargo is the 4th largest bank in the US.

    As a result of an accessibility lawsuit, Wells Fargo was ordered to ensure equal access for individuals with disabilities to Wells Fargo’s services nationwide, including its nearly 10,000 retail banking, brokerage, and mortgage stores, over 12,000 ATMs, and the bank’s telephone and Web site services.

    As a channel product lead in the wholesale side of Wells Fargo Bank, I was charged with monitoring, guiding, and assisting lines of business when they wanted to update, create, and/or migrate an app that fell within the Wells Fargo Commercial Electronic office by making sure they adhered to the 25 distinct standards set forth. If the 25 standards were met, any customer no matter if they have a disability or not, can access the Wells Fargo site and have the same experience. The most challenging aspect was educating and informing the lines of business of the importance of this ultimatum and providing customizable assistance.

  • Apollo Group is the holding company for the University of Phoenix, one of the largest online colleges designed for working adults to further their education.

    A community college wanted to expand their brick and mortar school located in one state by adding an online presence in the 8 surrounding states. Apollo Group was hired to implement their white-label – education as a service platform, utilizing the Salesforce CRM standard to monitor the student’s progress in their educational journey.

    As the senior product manager for this project, I worked closely with the client to not only document their start-to-finish activities for potential students but also migrated the process to the Salesforce platform to include the supporting back-end steps from application delivery and submission up to and including the status of enrollment ready. I outlined the data statuses that were passed back from the client to Apollo Group for display in Salesforce and storage in the profile database.