Twenty years of building what's next — for banks, platforms, and the people who run them.
A working tour of the products and transformations I've led: SaaS platforms, payments and commerce, digital banking, beta communities, and AI-first product strategy. Screens below are drawn from real engagements; details are summarized to respect each company's confidentiality.
Lettuce — AI-first strategy for the SoloOS
lettuce.co ↗Lettuce is a tax and accounting platform built for solopreneurs — "you build it, we run it." As fractional product lead I drove AI, onboarding, and customer experience enhancements — helping turn a strong tax engine into a smoother, more self-driving back office for businesses of one.
OPUL — payments, loyalty & commerce for aesthetics practices
revance.com ↗Joined post-acquisition to lead strategy, operations, and commercialization of OPUL, Revance's payments and loyalty platform for aesthetics businesses. Led a multidisciplinary organization across Product, UX, Engineering, PayOps, Marketing, Sales, and Customer Success.
Go-To — a human banker in your pocket
Led a comprehensive transformation of Umpqua's digital product and innovation teams and defined the bank's first open-banking innovation platform. Go-To let customers choose a named, dedicated banker and message them directly — human relationship banking, delivered digitally. Implemented Agile product development, established a company-wide CX practice, and shipped financial wellness features and contactless payments — including a partnership exploration with Google Plex to put the bank inside Google Pay.
Canvas — Citi's co-creation & beta community
Directed the cross-functional team launching customer-facing beta experiences from Citi's innovation programs — conversational AI, financial wellness, location-based insights, and blockchain. Established and ran canvas.citi.com, the co-creation community that put experiments in front of real customers fast, with the modular UX frameworks and governance that let a global bank ship safely. Empower — an AI-driven financial fitness beta with a conversational assistant and embedded partner offers — is one of the apps we took to market through it.
SoberLot — find your people, lose the flyer
soberlot.com ↗A personal passion project: every sober event, by month and location, in one place — save one and get reminded before it happens. Designed and shipped end-to-end with AI as the build partner, the same loop I bring to client work pointed at something that matters to me.
The earlier chapters
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