• Founded a prevention-first behavioral health product and defined the end-to-end product vision for Kay AI, an AI-assisted companion that turns AM/PM check-ins and contextual signals into actionable, evidence-based interventions (non-diagnostic, non-telehealth).
  
• Led product discovery and requirements for the AM/PM daily check-in system, including scoring logic, tiered risk mode, sentiment hooks, and intervention routing — delivered as structured product specs for engineering and clinical advisors.
  
• Designed the Guide by Kay™ agentic flow to make AI outputs explainable and auditable while keeping a human-in-the-loop path for elevated/crisis scenarios.
  
• Defined the provider experience (alerts, monthly behavioral summaries, and EHR-adjacent delivery) so the product could fit into existing clinical/admin workflows without Kay AI becoming a telehealth provider.
  
• Wrote MVP functional requirements, success metrics, and release sequencing (mobile app, peer support matching, gated features, provider-code linking) aligned to 2025–2026 pilot and revenue plans.
  
• Partnered with engineering to keep the architecture HIPAA-attentive, cloud-based, and ML-ready, including plans for sentiment analysis, pattern detection, and bias-mitigation checks.

• Own strategy and execution for an enterprise collateral/risk platform, aligning the roadmap to regulatory priorities and line-of-business objectives.
  
• Lead recurring backlog reviews, sprint planning, and stakeholder sessions to maintain alignment across engineering, operations, and risk, reducing late-cycle change requests.
  
• Collaborate with legal, risk, and compliance to ensure releases meet control requirements and are fully auditable; present quarterly delivery and platform KPIs to leadership.

• Directed product strategy, planning, and execution across the business and SDLC; set product vision and coached Product Owners on prioritization and delivery.
  
• Built and refined GTM motions for new markets while maintaining product and brand integrity; ensured every release had a clear value, revenue, or retention rationale.
  
• Translated complex client implementation requirements into epics and stories that could be delivered within release windows.
  
• Conducted competitive and market analysis to defend roadmap decisions with executives.

• Defined product strategy for data-intensive visualization and decision platforms; translated executive concepts into MVP scope and iterated based on adoption and usage analytics.
  
• Authored epics and decomposed them into user stories with clear acceptance criteria; prioritized the backlog with explicit trade-offs between UX and business/regulatory needs.
  
• Led globally distributed engineering teams through Agile ceremonies to ensure predictable delivery and early risk mitigation.
  
• Applied segmentation and telemetry to improve UX and engagement; introduced predictive/ML-driven features to enhance decision quality.

Consulting: McKinsey & Co., AllianceBernstein, Emerson Collective, Crisis Now Academy

• Led the evolution from beta to a scalable SaaS hiring/connect platform for underrepresented talent, coordinating engineering, design, sales, and marketing around a unified release plan.
  
• Increased user adoption by 50%+ post-launch through improved onboarding, clear value propositions, and structured feedback loops.
  
• Managed product operations, roadmap execution, and stakeholder communications to keep delivery tied to user feedback and commercial goals.

• Launched a mobile-first behavioral health treatment platform for Alcohol Use Disorder on Salesforce Health Cloud, aligning end-user workflows with technical and regulatory constraints.
  
• Documented product decisions for repeatability and reporting; supported provider-like workflows and ensured they could be audited.
  
• Partnered with engineering leadership to streamline testing and shorten release cycles without compromising traceability.

• Managed the engineering PMO portfolio and advanced Agile practices across product initiatives.
  
• Reported on budget, delivery risk, and milestone health to executives; used delivery data to recommend sequencing and dependency changes.
  
• Implemented a structured project-gating process (concept → feasibility → design → build → launch) to ensure only validated initiatives moved forward, improving cross-functional alignment and reducing rework across product, UX, and engineering.

• Contracted through Apex Systems to deliver technology-enabled products and change work for multiple New York–based clients, including TIAA, NYSERDA, Morgan Stanley, HSBC, and earlier BA/PM engagements with BNY Mellon, Credit Suisse, and BlackRock. 
• TIAA: delivered a Digital Portfolio Project Scorecard System to improve visibility into project health across lines of business; authored BRDs, business cases, and project plans to support approvals in a regulated environment. 
• NYSERDA: managed $10M+ in state-funded program portfolios, improving intake and assessment through web-based tools, dashboards, and process automation to increase transparency. 
• For global banks: elicited and documented business and functional requirements; aligned them with enterprise standards; translated them into development-ready specifications in SOX/Dodd-Frank environments; maintained requirements traceability through UAT and release. 
• Coordinated with technology, operations, and compliance stakeholders to clarify scope early, reduce change requests, and ensure auditability.