CROSS-FUNCTIONAL COLLABORATION | ADAPTABILITY | STRATEGIC CLARITY| OUTCOME OWNERSHIP

Lead Technical Product Owner & Strategic Product Innovator, distinguished for driving impactful product strategy and leading cross-functional teams to deliver high-quality digital solutions in the financial and insurance sectors. Expert in shaping long-term product roadmaps and aligning technical requirements with strategic business objectives. Leverages extensive data analytics expertise to validate hypotheses and drive decision-making. Highly coveted talents for launching consolidated metrics solutions that enhance data transparency and operational efficiency, resulting in significant improvements in customer satisfaction and reporting accuracy. Exceptional leader in fostering agile environments and facilitating collaboration among engineering, design, and operations teams to achieve scalable, secure, and innovative product outcomes.

INDUSTRY-RELATED IMMEDIATE VALUE OFFERED

Strategic Thinking/Planning - Strategic Product Vision - Prioritization - Cross?Functional Leadership - Stakeholder Alignment - Data?Driven Decision Making - Outcome Ownership -Program Mgt.

Resource Allocation - Performance Tracking - Financial Analysis - Stakeholder Communication - Long-Term Roadmaps - Validating Hypotheses

PROFESSIONAL EXPERIENCE

Northwestern Mutual

Lead Technical Product Owner Jan 2022 – Nov 2025

Entrusted to define and drive product vision for complex digital and platform initiatives that support the company’s financial and insurance solutions. Aligned efforts closely with engineering, architecture, and business stakeholders to translate strategic objectives into clear technical requirements and prioritized backlogs. Held full authority for ensuring delivery of scalable, secure, and high-quality solutions by guiding agile teams through planning, execution, and continuous improvement. Served as a go-to asset for balancing customer experience, regulatory considerations, and technical excellence to maximize product value and business outcomes.

Contributions

Launch a consolidated customer-facing metrics suite, reducing reporting inconsistencies by over 40%, enabling faster data-driven decisions, after merging two business units with disparate success definitions and data sources.
Delivered a unified Power-BI metrics dashboard/Reports ahead of schedule, improving refreshing data times by 30%, reducing support inquiries, and increasing customer satisfaction scores, enhancing product insight transparency post-merger integration.

Senior Product Owner Nov 2018 – Dec 2021

Promoted to drive cohesion for the development and optimization of digital products that support financial planning and insurance platforms. Seeded collaboration with business leaders, technology teams, and stakeholders to translate customer needs and strategic goals into well-defined product requirements and prioritized backlogs. Accountable for guiding delivery teams to ensure timely, high-quality product releases. Served as a key asset and championed assessing product performance, customer feedback, and market trends to drive enhancements and maximize business value.

Contributions

Reduced intake inconsistencies and improved evaluation speed by 35% by spearheading the development of a centralized change-intake tool, ensuring standardized submissions and real-time visibility for stakeholders.
Established an analytics framework that reduced manual assessment time by 30%, improved prioritization accuracy, and provided clear visibility into change decisions, enhancing governance and operational reviews.

Team Lead/Scrum Master Oct 2016 – Oct 2018

Met the challenge where others fell short—facilitated agile practices to support the delivery of digital products and technology solutions across all platforms. Coached cross-functional teams on Scrum principles, removed impediments, and fostered a culture of collaboration and continuous improvement. Merge mutual objectives with Product Owners and stakeholders to ensure clear priorities and effective sprint execution. Advocated for promoting transparency, accountability, and consistent delivery of high-quality outcomes aligned with business targets.

Contributions

Streamlined Agile delivery by defining three new field-office roles, reducing operational friction, enhancing team consistency, and providing a scalable model for future expansions, standardizing staffing and training across the organization.
Partnered with underwriting, product, and technology leaders to evaluate third-party data and service providers, identify gaps in our quoting and underwriting workflows, and shape requirements for future vendor capabilities.
Led cross-functional discovery sessions with underwriting, operations, and vendor partners to map current-state processes, uncover friction points, and define target-state solutions aligned with profitable growth goals.
Developed and maintained performance dashboards/reports that monitored vendor data accuracy, turnaround times, and underwriting impact, enabling leadership to make evidence-based decisions.

Senior Project Manager Oct 2014– Oct 2016

Led complex, cross-functional initiatives, including defining scope and gathering business and technical requirements for a multi-phase Revenue Recognition project. I strengthened operational resilience by reviewing disaster?recovery plans across all critical Finance Shared Services systems and drove enterprise cost?optimization by orchestrating the development of top?vendor profiles for a major savings initiative. I also directed the end-to-end migration of an entire SAP system environment to a new hosting provider, ensuring continuity, data integrity, and alignment with long-term technology strategy.

Contributions

Defined scope and gathered requirements for the Revenue Recognition project.
Reviewed Disaster Recovery plans for all critical Finance Shared Services systems.
Orchestrated an effort to assemble top 20 vendor profiles for a major cost savings initiative.
Migrated an entire SAP system environment from an existing hosting provider to a new hosting provider.