I love building products in financial services and tackling complex business problems. I enjoy bringing together business strategy, design, and technology to drive unique solutions. I also care deeply about helping people construct a better financial life.
I currently work at TheGuarantors, as the Head of New Products. TheGuarantors is a Series C FinTech/InsurTech based in New York, building financial solutions for Renters and Property Managers.
Previously, I worked at MetLife’s Digital Office and Capital One’s Innovation Lab, helping to incubate and launch new products. I started my career in management consulting at AT Kearney, primarily working with payments and banking clients. I’m an alumnus of Ivey Business School.
Agent Sales App
✅ Used by 1000s of agents to sell insurance/investment products, replacing old manual processes
✅ App has processed >$500M in sales to date
✅ Cool features: auto underwriting (”customers get a decision in mins vs. weeks”)
✅ >95% CSAT
✅ Cloud-native app, built for iPad + Android tablets
Financial Wellness App
✅ 0-to-1 product...still experimenting and learning, trying to build a financial wellness app
✅ Cool features: bill negotiations, budgeting, account aggregation, financial challenges
✅ 4.6+ rating on the Apple App Store
Other Experiences...
✅ Led one of MetLife’s largest retail businesses through a turnaround to be “digital-first” — led a team of 60+ across sales, partnerships, marketing, design, and tech — resulted in launching new digital products, winning new partnerships + awards, and increasing sales
✅ Launched MetLife’s first-ever 3rd party API and Developer Library
✅ Launched a modern VoC solution (powered via Medallia) — empowering Product teams to better understand users
✅ Advised on products in B2B payments and retail banking in consulting, and Capital One
✅ Helped launch the US’ Real-Time Payments rail
I invest and advise in sectors that I am familiar with, and/or where I can help. That usually ends up being FinTech (payments, personal finance), InsurTech (retail, employer benefits), and specialty products.
Current investments: