Portfolio lifecycle & data platforms
Leading data-platform reporting strategy and portfolio lifecycle decisions that connect technical investment to business outcomes.
Senior product leader · AI products & data platforms
I build platforms, portfolios, and teams for what comes next.
I lead technical products across AI, data-platform reporting, and API ecosystems—aligning product teams and partner organizations to turn complex technology into scalable customer value.
About
Technical depth.
Product clarity.
I’m a senior product leader with 13+ years of experience building technical products, modernizing portfolios, and scaling organizations.
I operate across product, engineering, go-to-market, alliances, and executive leadership to turn strategy into coordinated execution. My work has launched new AI and integration products, established portfolio governance, accelerated market entry, and improved how teams deliver.
I’m especially effective where AI, APIs, data, and ecosystem products meet—and where a growing organization needs both strategic clarity and hands-on product leadership.
Expertise
Where I create value
From strategy through delivery, I help teams make stronger product decisions in technically complex spaces.
AI & new product innovation
Leading zero-to-one AI products from concept through roadmap, commercialization, governance, and measurable adoption.
API & ecosystem governance
Scaling API standards, integration platforms, and partner ecosystems across complex enterprise technology portfolios.
Product organization leadership
Aligning product, engineering, go-to-market, and alliances around clear OKRs while coaching teams toward stronger execution.
Experience
Building products that move the business
Progressive leadership across AI products, tax technology, healthcare, e-commerce, benefits, and platform ecosystems.
Vertex Inc.
Senior Manager, Product Management
2022 — Present
- Manages two Product Managers and has coached seven PMs, with experience hiring, promoting, performance-managing, and reorganizing teams.
- Accountable across 18 products and APIs while coordinating five engineering organizations across company products, the data platform, and partner-system platforms.
- Led product strategy for a studio tool that enables users to create AI agents, shaping its roadmap, workflow experience, and commercialization approach.
- Modernizes reporting across the company by moving product-specific experiences toward a scalable platform model.
- Established the company’s first strategic end-of-life program, simplifying the portfolio while reducing cost, technical debt, and customer migration risk.
- Creates and presents executive business cases, influencing investment across Salesforce, Workday, e-commerce, data, and marketplace ecosystems.
HealthTrust Performance Group
Product Owner
2021 — 2022
- Used customer research and gap analysis to reshape an e-commerce roadmap, triple the customer base, and identify a new market segment.
ClarisHealth
Product Consultant
2019 — 2021
- Designed enterprise payment-integrity solutions for major healthcare payors and standardized delivery processes to shorten implementation timelines.
Empyrean Benefit Solutions
Business Systems Manager
2013 — 2019
- Led and reorganized a 24-person delivery organization, improving client outcomes, team capacity, and operational efficiency.
- Built a foundation in technical product delivery by automating 50 workflows and reducing processing time by more than 60%.
Education
B.B.A., Computer Information Systems
Texas State UniversityCertifications
CSPO & CSM
Certified Scrum Product Owner · Certified ScrumMasterService
United States Navy
E-5 · Honorably dischargedLeadership impact
Strategy that moves through the organization
I lead at the intersection of product direction, technical depth, and organizational execution.
18products and APIs within current accountability
5engineering organizations coordinated across company and partner platforms
7 PMscoached and mentored across product strategy and execution
9 ecosystemsspanning enterprise SaaS, e-commerce, data, and marketplaces
Zero-to-one AI agent studio
Creating the path from emerging technology to a scalable product
- Challenge
- Turn an AI-agent creation concept into a coherent studio product strategy with a viable enterprise launch path.
- Leadership
- Defined the product roadmap, workflow experience, and telemetry approach while aligning engineering, legal, business development, and executive stakeholders around commercialization and governance.
- Impact
- Established the strategic and operating foundation for a studio experience that enables users to design and create AI agents.
Portfolio transformation
Modernizing a complex portfolio without leaving customers behind
- Challenge
- Reduce the cost and complexity of a legacy product portfolio while protecting customer outcomes and future platform investment.
- Leadership
- Created the company’s first strategic end-of-life program and coordinated product, engineering, GTM, support, and leadership around prioritization, migration guidance, and execution.
- Impact
- Simplified the portfolio, reduced technical debt and operating cost, and created capacity for higher-value platform work.
Selected project
Dev Tools Suite
A connected, privacy-first workspace where developers can move through related tasks without leaving their workflow behind.
Rather than building a tool drawer that people visit for one utility and immediately leave, Dev Tools Suite tests a different product thesis: related developer tasks can become one continuous experience that preserves context and encourages deeper, repeat use.
Product decisions behind it
- Connected workflow over isolated utilities. The core differentiation is helping developers move from formatting to validation, conversion, inspection, and generation without repeatedly changing products or rebuilding context.
- Privacy-first by design. Developers paste API responses, tokens, and config into online tools every day—often containing data that should never leave their machine. Processing client-side removes that risk entirely instead of promising to handle uploads carefully.
- Browser-based over installable. Zero-install wins on adoption: no package manager, no permissions conversation with IT, works on a locked-down work laptop. The tradeoff is giving up filesystem and shell access, which shaped which tools made the cut.
- Agentic coding as a product experiment. The product was also created to learn where agentic coding accelerates discovery and delivery, where human product judgment remains essential, and whether the approach can produce a coherent, maintainable user experience rather than disconnected features.