FinGenie: Conversational Wealth Assistant
Led 0-to-1 launch of an LLM personal finance copilot reaching 1.2M active users in 9 months with 84% accuracy in financial plan synthesis.
Staff Product Manager & Career Transition Strategist
Transitioned from 6 years as an investment banker at Goldman Sachs into leading foundational AI search products at scale. Bringing disciplined unit economics, strategic clarity, and cross-functional empathy to every product sprint.
Products delivered applying data-driven financial discipline to consumer AI
Led 0-to-1 launch of an LLM personal finance copilot reaching 1.2M active users in 9 months with 84% accuracy in financial plan synthesis.
Designed algorithmic dynamic pricing framework reducing customer churn by 18% while expanding gross margins by 420 basis points.
Overhauled self-serve product onboarding workflow resulting in 2.3x conversion improvement from free trial to enterprise seat tier.
Open to Staff/Director of Product roles, advisory, and keynote panels on career pivoting.