About
WORK
Senior Financial Product Manager - MassMutual 03/2018 – Present
Assistant Vice President Financial Advisor - Merrill Lynch 04/2015 – 03/2018
Product Management and Strategic Planning Consultant - AyM Ventures 03/2014 – Present
Senior Segment Financial Planning and Analysis - OC Oerlikon Corp. AG 03/2007 – 03/2014
EDUCATION, CERTIFICATION & LICENSES
WHARTON UNIVERSITY OF PENNSYLVANIA – Philadelphia, PA - 2019
Fin-tech, Financial Technology Specialization
PURDUE UNIVERSITY – West Lafayette, IN - 2006
MBA Finance Focus, Master of Science in Industrial Administration
ESCP EUROPE – Paris - 2006
International Marketing Dealing with Cultural Diversity
PURDUE UNIVERSITY – West Lafayette, IN - 2003
Bachelors of Science, Electrical Engineering
FINANCIAL INDUSTRY REGULATORY AUTHORITY – Washington, DC - 2015
Series 7 - General Securities Representative Examination (GS)
Series 66 - Uniform Combined State Law Examination
SCRUM ALLIANCE – Westminster, CO - 2017
Certified ScrumMaster
PERSONAL PROJECTS
Firebee
Firebee is a platform that brings financial education to individuals. Currently, 44% of Americans don’t have enough cash to cover a $400 emergency, 43% of student loan borrowers are not making payments and 33% of American adults have $0 saved for retirement. (11/2018 – Present)
Banky
Bankey is a P2P Global Financial Network that connects the unbanked with a community of individuals who convert cash into digital currency that can be shared globally, saved, or invested (09/2016 – Present)
Professional Associations
Mobile DC Co-Organizer, TEDx PurdueU - Team Lead, Matchboxstudio.org - Development Team, Purdue University & IVY Tech - Financial Accounting Instructor, OPenDC - VP Marketing, Scrum Alliance - Member
INTERESTS
Product Management, Finance, Accounting, Economics, and Programing
Get in Touch
Thank you!