Wealth Management Expansion
Led initiative to expand Plan and Track to serve 150K+ high and ultra-high net worth clients, adapting the experience, data models, and feature set for a new user segment.

Product Manager
I dig into what customers actually need, cut through ambiguity, and ship products that solve real problems.
Experience
JPMorgan Chase — Digital Product Manager, 2023–Present
Haven Technologies — Software Engineer, 2022–2023
JPMorgan Chase — Software Engineer, 2019–2021
I'm a Product Manager based in New York with over six years of experience building digital products in financial services. Most of my work has focused on helping teams turn complex data and evolving technology into products that are practical, intuitive, and useful for customers.
I currently work at JPMorgan Chase on Plan and Track, a digital financial health platform used by 60 million clients. Last year, I led an initiative to expand the product to serve 150K+ high and ultra-high net worth Wealth Management clients, adapting the experience, data models, and feature set to meet a very different set of needs than our original retail user base.
More recently, I've been leading work to integrate NLP and LLM capabilities into the platform, exploring how these technologies can improve personalization and surface more meaningful financial insights while operating within strict governance and risk constraints.
I also manage two associate product managers, supporting their growth while helping drive execution across multiple workstreams. I enjoy balancing hands-on product work with coaching and collaboration, and I care deeply about building strong, thoughtful product teams.
Earlier in my career, I worked as a software engineer, which still shapes how I approach product today. I'm comfortable working closely with engineers, digging into technical tradeoffs, and staying close to execution. I've worked across 0→1 initiatives and large-scale platforms, and I enjoy roles where I can help bring structure to ambiguity and move ideas from concept to reality.
JPMorgan Chase
Own product direction for Wealth Plan, a digital financial planning platform used by 60M+ clients and 6K+ advisors across JPMorgan's wealth businesses.
Haven Technologies
Developed a 0→1 redesign of an advisor-facing life insurance platform supporting complex workflows and 100K+ policies.
JPMorgan Chase
Helped launch Wealth Plan, a greenfield dual-user financial planning tool, recognized as Best Personal Finance Product.
A selection of projects that showcase my approach to product management, from 0→1 initiatives to platform-scale challenges.
Led initiative to expand Plan and Track to serve 150K+ high and ultra-high net worth clients, adapting the experience, data models, and feature set for a new user segment.
Leading integration of NLP and LLM capabilities to improve personalization and surface meaningful financial insights within strict governance constraints.
Core product work on Plan and Track, helping grow the platform to serve 60 million clients with practical, intuitive financial tools.