11 years building consumer fintech and AI platforms under SEC, FDIC, HIPAA, and PCI-DSS. Currently leading the redesign of LPL Financial's $49B FDIC-insured cash sweep program. Founder of TechGenie.ai, processing 1M+ monthly member interactions.
I build digital products that solve complex business problems with ruthless clarity and execution. Over a decade across consumer fintech, healthcare, and AI platforms — from a $49B FDIC-insured cash sweep redesign at LPL Financial, to HIPAA-compliant Medicare onboarding at Sentara, to TSYS card origination and fraud servicing at KeyBank, to founding an AI member engagement platform processing more than 1M monthly interactions. My portfolio is not a showcase — it's proof of momentum. If you're looking for velocity, precision, and a partner who owns outcomes like a founder, you just found him.
Leading the redesign of LPL's $49B FDIC-insured cash sweep. Anchored eligibility on CIP-verified party identity to create an SEC and FDIC defensible identity layer powering household-aware tiering.
My roleMulti-tenant AI member engagement platform processing 1M+ monthly interactions. Designed the escalation layer that reduced support costs by ~$3M annually while maintaining SLA and audit compliance.
My roleHIPAA-compliant Medicare and Medicaid onboarding and payments platform serving 5,000+ agents across three states. Cut onboarding cycle time 15% and error rates 22%.
My roleSenior Product Manager · Bank Sweep, Advisory Billing & Household 2.0
Founder & Product Lead · AI Member Engagement Platform
Product Manager · Medicare / Medicaid Onboarding & Payments
Product Manager · eCommerce Platforms & Checkout
Lead Business Analyst · B2B Platform & Compliance
Lead Business Analyst · Card Origination, Payment Processing & Fraud Servicing
Senior Business Analyst · Credit Card Product & Servicing Strategy
Business Analyst · Utility Operations
Business Analyst · Salesforce Compliance Workflows
Independently designed an ML-driven risk graph and biometric validation architecture to detect and block financial account takeovers in real time. Modeled 70% reduction in detection time and 30% reduction in false positives. Applied system thinking at the intersection of identity, compliance, and AI in financial services.
Led discovery and product roadmap for internal procurement tools during MIT xPRO. Identified system gaps and pitched a modular assistant inspired by Genie. Collaborated with experienced PM peers and validated direction with MIT product leads.
Independently reverse-engineered Libra's testing process before interviewing with their Director of Product. Proposed ways to streamline alpha and beta launches using AI-tagged tracking and roadmap alignment.
Designed and shipped a multi-tenant AI member engagement platform from scratch. Scaled to 1M+ monthly interactions, powering after-hours support, appointment booking, callback requests, compliance logging, admin dashboards, and website lead capture.
Always open to compare notes on regulated fintech, AI in customer experience, or platform design.