Case Studies
In-depth write-ups of products I've led: the problem, the research, the tradeoffs and the results.
Investor Portal: Self-Serve for High-Net-Worth Clients
As wealth passed to a more tech-savvy generation, I led discovery and launch of a self-serve Investor Portal, from 20+ research sessions and 3 UI iterations to a phased rollout led by advisors.
Product Strategy
User Research
Go-to-Market
Wealth Management
Impact:30% adoption in month one, 720 routine advisor calls deflected a month
Timeline:6 months
30%
First-Month Adoption
720/month
Calls Deflected
20+
Research Sessions
AI Agent for Schema Mapping and Data Onboarding
Designed and shipped an LLM-based agent that automates schema mapping for a real-time platform integrating 250+ systems, with guardrails built in alongside Compliance and Risk.
Agentic AI
Generative AI
Data Platform
Responsible AI
Impact:60% less manual analysis time at 99%+ accuracy
Timeline:2026
60%
Analysis Time Saved
99%+
Accuracy
250+
System Schemas
Interested in Learning More?
I'd be happy to discuss these projects in detail and share insights from my experience in fintech product management.
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