Start with the workflow
Understand the user’s actual constraint before choosing the technology.
LEAD PRODUCT MANAGER · NEW YORK
I build AI agents and financial systems that turn high-stakes workflows into scalable products.
Product leader across AI, capital markets, and enterprise automation. I take complex institutional workflows from ambiguous problem to production system — with measurable customer, operational, and commercial impact.
PRODUCT SYSTEM / LIVE
● Production
01Workflowhigh-stakes user need
02Agent / Productorchestration + guardrails
03SystemsAPIs · data · actions
04Outcomespeed · scale · trust
3.5h → 8mAI-assisted workflow setup
3×capacity at constant headcount
$6T+financial workflows supported
600+senior engineering hours returned / yr
01 / ABOUT
Technical enough to go deep.
Technical enough to go deep.
Product-minded enough to know why.
I’m a product leader working where AI systems, financial infrastructure, and enterprise workflows intersect. I’m most energized by problems where the workflow is complicated, the stakes are real, and the product has to earn trust in production.
At Quantile, now part of London Stock Exchange Group, I’ve led products across agentic AI, portfolio optimization, rates, FX, and cross-currency workflows. Before that, at OpenGamma, I built margin analytics for institutional trading and risk teams.
My approach is simple: understand the operational pain deeply, make the system legible, design the smallest product that can create real leverage, instrument it, and keep iterating until the result is measurable.
Design for trust
High-stakes automation needs clear controls, observability, and measurable quality.
Measure economic value
Speed is good. Capacity, adoption, capital efficiency, and revenue are better.
EDUCATION
Haverford College
B.A. Economics & Linguistics · 3.9/4.0
Cum Laude · Linguistics High Honors
02 / EXPERIENCE
Built in markets where precision matters.
Quantile Technologies
Acquired by London Stock Exchange Group
Lead Product Manager, Portfolio OptimizationSep 2025 — Present
Leading production AI agents and workflow automation for complex capital-markets operations, with emphasis on operational leverage, safety, and measurable system performance.
Product Manager, Portfolio OptimizationJul 2023 — Sep 2025
Owned zero-to-one valuation and optimization products spanning rates, FX, and cross-currency workflows; drove $1.5M+ ARR through client onboarding and expansion and scaled new offerings 200% YoY.
OpenGamma
Acquired by Trading Technologies
Product AnalystJul 2022 — Jun 2023
Originated and shipped margin simulation tools for institutional trading workflows, translating requirements across trading, treasury, risk, and operations into product capabilities used across a broad enterprise client base.
03 / PROJECTSSelected systems.
Selected systems.
Measured outcomes.
Six case studies across AI agents, financial infrastructure, and zero-to-one product development. Select a project for the product problem, system approach, and results.
Selected work is described at a high level. Product and architecture details are intentionally generalized to protect confidential systems and client information.
04 / SKILLS
Product craft with technical depth.
AI & Agent Systems
Agentic workflowsLLM orchestrationMCP serversDomain APIsHuman-in-the-loop controlsAI evaluation & QA
Product Leadership
Zero-to-one productCustomer discoveryRoadmap prioritizationEnterprise workflow designPricing & GTMCommercialization
Data & Systems
PythonSQLAWS S3 / LambdaAPIsValidation controlsAnalytics
Capital Markets
Portfolio optimizationDerivatives compressionMargin & riskFX forwards / NDFsCross-currency swapsInstitutional workflows
05 / CONTACT
Interested in hard problems with
PRODUCT · AI · FINTECH · ENTERPRISE
Interested in hard problems with
real-world consequences.
If you’re building AI-native products, financial infrastructure, or software that turns complicated enterprise workflows into something dramatically better, I’d love to talk.