SCALE-UP: EMPEQ, Inc.
SMALL ENTERPRISE: KGI Financial
The Challenge: EMPEQ needed a product leader to transition their technology from a specialized tool into a scalable enterprise data platform. They required a strategy to align technical roadmaps with aggressive commercial growth targets for global asset management clients.
My Role: I served as the Fractional Head of Product and Data. managed the product and PMO organization, and lead a cross functional team to define the platform strategy. I bridged the gap between technical engineering requirements and the specific needs of enterprise customers.
The Result: I established the product culture and frameworks necessary for sustainable growth. My work focuses on data integrity and scalable architecture. This ensures the platform can support the rigorous demands of large scale energy and infrastructure organizations.
The Challenge: A seed stage fintech company needed to move from a conceptual prototype to a validated product. They lacked a structured roadmap and required a veteran leader to define the core features necessary to secure their first round of enterprise pilots.
My Role: I partnered with the founders to validate their core product assumptions through technical feasibility and market research. I built the initial roadmap and defined the minimum viable product. I established the product discipline required to move from concept to execution.
The Result: I delivered a strategic roadmap that allowed the team to secure three enterprise pilot programs within six months. My work provided the technical and product foundation the founders needed to successfully close their initial seed funding round.
START-UP: Stealth Fintech
Introduction: The Partnership Model
I partner with founders and executives who are building ambitious technology. My experience at AWS and BlackRock taught me that scaling a platform requires a unique combination of speed and strategic discipline. I choose projects where I can apply my background in enterprise data to address complex growth challenges. These case studies represent my work with start-ups, scale-ups, and established enterprises looking to lead their industries.
The Challenge: KGI Financial needed to attract a tech savvy audience through a mobile first investing experience. Their existing onboarding process was a bottleneck for new client acquisition.
My Role: I led the design and development of the platform to create a frictionless onboarding experience. I focused on delivering a mobile product that allowed new clients to onboard in under ten minutes while providing instant access to model portfolios and trading.
The Result: I delivered over two hundred user stories and upskilled fifty client executives on digital transformation. The application met all target adoption rates and successfully migrated the entire portfolio library to the new platform.