Summary
High performing Product Strategist, Financial Modeler and Data Analyst. I focus on creating best in class customer experiences, built on insights from user data, and generating key business strategies, through bespoke financial modeling and robust analytics. Using financial and transactional data as a bedrock, I've optimized operational processes to maximize key performance goals of increased sales conversion, cost reduction and higher client retention.
Experience
Sr. Manager Product Strategy, AAA Insurance
San Francisco Bay Area (Jan 2020 - Mar 2024)
- Strategic Initiatives Owner for $20M in funded internal capital investment. I built and pitched the C-suite on multiple accretive financial models, yielding +20-50% IRR through technology investments across front end software, backend underwriting operations modernization and strategic partner integrations.
- Product Launch & Roadmap Owner for MyQuote, AAA's direct sales web application. 100k+ monthly unique hits. I improved sales conversion over 100% YoY and redefined the onboarding experience for customers by integrating new third-party data vendors.
- Product Launch & Roadmap Owner for Dash, AAA's agent policy sales web application. A total overhaul of the sales front end, I reduced the time to quote by 60% and modernized the agent experience for multi-product sales efficiency, usability and checkout.
- Product Launch & Roadmap Owner for AAA Pet Insurance. I led the strategic partnership and white label buildout of a AAA's national pet insurance strategy. Profitable in year 2 and on track for $5M in recurring revenue by year 3 at 40% margin.
- Product Owner of Unconstrained Loss Modelling research. A hypothesis-driven research project using AWS SageMaker to onboard and fit new data assets into multivariate predictive models. Multiple new data assets were identified and implemented from the loss cost and acquisition cost models.
Head of Operations, Origin Financial
San Francisco Bay Area (Oct 2018 - Jan 2020)
- Underwriting Strategy Owner, I wrote Origin’s Reinsurance Submission, which landed $5M in quota share agreements from multiple backers, including SwissRe and TopSail. This paper allowed the company to receive carrier appointments in the preferred and standard markets.
- Onboarding Algorithm Designer for the initial version of Origin’s financial product onboarding flow, a front end data acquisition process that applies real-time logic, calls backend databases and produces contextual multi-product recommendations based on user data.
- Product Launch & Roadmap Owner for Origin Advisors, a registered investment advisory approved by the California Department of Financial Protection and Innovation. I led the filing and approval strategy.
Product Manager, Mercury & Farmers Insurance
Los Angeles (Oct 2013 - Sep 2018)
- Profit & Loss Owner for $80M ARR of personal lines Auto & Property markets across TX, OK & IL. Managed Team of 20 Underwriters focused on annual mileage rating.
- Customer Segmentation Analysis I developed comprehensive customer segmentation models using policy data, transaction data, demographic information, and product retention patterns. Collaborated with actuarial and finance teams to identify key segments and create targeted strategies for each group.
- Query Language using SQL Server & SAS to query, extract and transform data from policyholder, claims and financial databases into actionable analyses.
- Data Visualization using PowerBI, Microstrategy, Tableau and Excel to produce high quality data reporting and dashboards for consumption by leadership.
Product Analyst, Esurance & Allstate Insurance
San Francisco Bay Area (Dec 2012 - Oct 2013)
Sacramento (Mar 2007 - Sep 2011)
- Data Expense Optimization Collaborated with finance, marketing and IT to analyze third party expense sources, tech debt and opportunity costs related to process modernization. Developed data-driven models to reduce external data vendor contract costs as well as customer acquisition expenses.
- Query Language Used SQL Server to query, extract and transform data from policyholder, claims and financial databases into actionable analyses.
- Data Visualization using PowerBI to implement interactive dashboards that tracked key performance indicators (KPIs) for product markets. Worked cross-functionally to identify relevant metrics and create user-friendly interfaces for stakeholders and partners to monitor product performance in real-time.
EDUCATION
Diablo Valley College, Pleasant Hill CA
Associate in Science, Mathematics, 2025
University of Cambridge, Cambridge UK
Master of Business Administration, 2013
Finance Concentration, Dean’s List, Wolfson College
Duquesne University, Pittsburgh PA
Bachelor of Science, Business Administration, 2006
Finance Major, Magna Cum Laude
SOFTWARE PROFICIENCY
- Query Language: SQL, SAS
- Analysis & Visualization: Microsoft Office, PowerBI, Microstrategy, Tableau
- Front End Analytics & Design: Segment, Quantum Metric, Figma
- Web Design: HTML, CSS, JavaScript, JQuery
CERTIFICATIONS & LICENSES
- Scaled Agile Framework (SAFe) Certification, 2022
- Series 6 & 65 (FINR A), 2019
- Registered Investment Advisor (California), 2019