As a Senior Technical Product Manager at Charles Schwab, I am responsible for guiding product direction for services that are foundational to the trading experience for more than 40 million brokerage accounts. With a background in backend systems development, I focus on bringing technical depth, operating rigor, and clear decision-making to large-scale financial platforms.
About
I’ve spent my career building and supporting software solutions across finance, healthcare, and government domains. That foundation now informs how I lead product work in environments where reliability, scale, and technical judgment matter.
My work sits at the intersection of strategy and execution: aligning stakeholders, shaping direction with engineering teams, and helping critical services evolve in ways that strengthen the overall trading platform for both retail clients and financial advisors.
Skills and Background
Leading product direction for services that sit close to the core of the trading experience and operate at significant scale, including transaction processing for all trade and non-trade events (typically over 8 million per day).
Advancing the use of AI tooling, such as GitHub Copilot, in the product development lifecycle to improve how teams work, decide, and deliver.
Bringing business and engineering partners together around priorities, tradeoffs, and outcomes for high-impact initiatives.
Contact
If you’d like to connect about technical product leadership in the financial services domain, send me a note.