Product Strategist
Sunward Federal Credit Union
Driving product strategy at the intersection of regulatory requirements and member need — translating compliance complexity into decisions that serve real people, not just auditors. Competitive intelligence, AI vendor evaluation, and requirements-based product development for a federally chartered credit union.
- Member-centered regulatory strategy — building around compliance requirements while keeping the member experience as the measure of success
- Ongoing competitive intelligence on fintech entrants, AI vendors, and market shifts — synthesized into actionable strategy for leadership
- Evaluating AI vendor claims against both regulatory constraints and genuine member impact — not just feature checklists or demo environments
- Translating complex requirements and regulations into product decisions members can actually feel
- Launched a Bank On certified account — 10,000 members enrolled in 7 months
- Publishing Read In, an AI vendor intelligence newsletter for VP-level credit union leaders
Program / Product Manager
Great Minds in STEM
Program and product management for a national STEM nonprofit. Led digital platform strategy and cross-functional delivery with a consistent focus on the end user — the student, the mentor, the member.
- Shipped a cloud-based mentorship platform in under 90 days — concept to production
- Identified core UX insight: relationships stalled when conversation topics ran out — redesigned the product around actual user behavior, not assumed behavior
- Led cross-functional teams across engineering, design, and program delivery
- Managed vendor relationships, sprint cycles, and executive stakeholder reporting
Owner / Product Director
Done Development
Founded and operated a custom web and mobile development agency. Led product strategy, client relationships, and end-to-end delivery — always with the end user's experience as the quality bar, not just the spec sheet.
- Built and led a full-service product team across design, engineering, and project management
- Delivered custom web and mobile applications across fintech, healthcare, and retail verticals
- Owned the full product lifecycle: discovery, design, development, QA, launch, and iteration
- Graphic design and marketing background applied directly to deliverable quality — a rare differentiator that elevated client outcomes without adding headcount
- Regulatory strategy that serves members — translating compliance requirements into product decisions that work for real people, not just regulators
- 10,000 members enrolled in a Bank On certified account within 7 months of launch
- Sub-90-day delivery of a cloud-based mentorship platform from kickoff to production
- Ongoing competitive intelligence practice covering AI vendors, fintech entrants, and credit union market dynamics
- Founded and ran a custom dev shop for 7 years — delivered across fintech, healthcare, and retail
- Rare hybrid of product strategy + graphic design — polished deliverables without a separate designer
- Author of Read In — practitioner AI vendor intelligence for credit union VPs