Professional Experience
Global Head of Wealth Product Management
Oct 2024 – PresentMSCI Inc. • Boulder, CO
Global provider of investment decision support tools; $2B+ revenue, 6,000+ employees
- Scaled platform from $500B → $3T+ AUM across 20+ countries by delivering MSCI's first cloud-native enterprise platform with 4 global deployments respecting regional data privacy laws.
- Piloted OKR-based "CORE Teams" across Fortune 500 enterprise, achieving 100% goal clarity and 95% reduction in manual reporting—10% of organization adopted within first quarter.
- Led 23-person team ($4M budget) to onboard first enterprise banking client across 2 continents within 12 months, transforming platform from independent advisors to highly-regulated institutional banking.
Executive Director, Wealth Management Product
Jan 2024 – Oct 2024MSCI Inc. • Boulder, CO
- Secured $10M+ investment and CTO mandate for enterprise AI tools by demonstrating 15% productivity improvement across all teams and 5× velocity gains for select teams among 4,000+ engineers.
- Built LLM-powered research platform enabling non-technical users to access institutional-grade analytics, driving $1M → $3M ARR growth.
- Achieved 300% YoY adoption growth by designing generative workflows that reduced time-to-insight from hours to minutes.
- Delivered quarterly C-suite presentations on product roadmap and AI strategy, securing continued GenAI investment and alignment across global organization.
Co-Founder & Chief Operating Officer
Jan 2017 – Dec 2023Fabric • Boulder, CO
0-to-1 wealth management analytics platform; raised $7.5M, acquired by MSCI
- Co-founded and scaled from concept through acquisition, closing clients representing $500B+ AUM with 95% retention rate.
- Raised $7.5M in venture funding and validated $50B+ TAM by conducting 300+ customer interviews and building rapid prototypes.
- Achieved <2 hour implementation time (vs. months for competitors) by making institutional-grade analytics accessible without requiring PhD-level expertise—one client grew 12× from $16B → $200B AUM.
- Developed initial platform (Python, TypeScript/React, Go) and led product, engineering, and design teams through enterprise pilots and launch.
- Delivered 300+ technical presentations to C-suite executives, institutional investors, and enterprise clients across wealth management industry.
Early Career
2010 – 2018Biotech Hedge Fund • Healthcare SaaS • Advanced Laser Manufacturing
- Investment Analyst, Ikarian Capital (2016–18): Built proprietary risk analytics tools for biotech hedge fund, enabling real-time portfolio assessment and reducing concentration risk by 50%.
- Product Intern, HealthMEDX (2015): Led onboarding redesign for healthcare SaaS platform, reducing customer time-to-success by 50% and training costs by 30%.
- Engineering Intern, KMLabs (2010–14): Prototyped software/hardware integrations and optimized ultrafast laser systems for advanced manufacturing applications.
Projects & Current Ventures
The Prometheus Group
2024 – PresentFounder • Boulder, CO
Ecosystem of AI-powered solutions designed to ignite individual agency across finance, health, and learning
- Accumulate (Live at goaccumulate.com): Intelligent financial steward helping users align spending, saving, and investing with personal values; enabling financial independence beyond the "golden treadmill."
- Forge: AI agent platform enabling non-technical users to transform ideas into automated, scalable solutions. Tagline: "Build Anything. Run Everything."
- Building tools that make expert knowledge (Medicine 3.0, neuroscience protocols) accessible through measurement, memory, and personalized experimentation.
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