Senior Product Manager · Fintech & AI

Building regulated
products at the
scale they run.

11 years shipping fintech and AI under SEC, FDIC, HIPAA, and PCI-DSS. Currently leading the $49B FDIC-insured Bank Sweep redesign at LPL Financial. Founder of TechGenie.ai, processing 1M+ monthly interactions.

11 Years PM
$49B Program Led
1M+ Interactions/mo
$3M Cost Saved/yr
Download résumé ↓ Read the writing →
Current
LPL Financial
Building
TechGenie.ai
Based
Remote — US
Chaitanya Kasani — Senior Product Manager
Open to opportunities
01 — About

A working PM who actually ships.

I build digital products that solve complex problems with ruthless clarity and execution. A decade across consumer fintech, healthcare, and AI — 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 engagement platform processing 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.

Regulated Fintech AI Platforms HIPAA · PCI · SEC · FDIC Healthcare Tech Multi-tenant SaaS LLM / GenAI Founder Platform Design
02 — Selected work

Three programs worth telling you about.

03 / 03
/ 01 — Fintech

LPL Bank Sweep

Leading the redesign of LPL's $49B FDIC-insured cash sweep. Anchored eligibility on CIP-verified party identity — an SEC and FDIC defensible identity layer powering household-aware tiering.

My role
/ 02 — AI Platform

TechGenie Member Engagement

Multi-tenant AI engagement platform processing 1M+ monthly interactions. Designed the escalation layer that reduced support costs by ~$3M annually with full SLA and audit compliance.

My role
/ 03 — Healthcare

Sentara Onboarding

HIPAA-compliant Medicare and Medicaid onboarding serving 5,000+ agents across three states. Cut onboarding cycle time 15% and error rates 22%.

My role
03 — Experience

Eleven years, one trajectory.

Feb 2025 — Present

LPL Financial NASDAQ: LPLA

Senior Product Manager · Bank Sweep, Advisory Billing & Household 2.0

  • Lead PM for Bank Sweep redesign managing $49B in FDIC-insured client cash — ~10% of LPL revenue.
  • Built AUM-based Advisory Billing platform supporting flat and tiered fee structures for $50M+ savings commitment.
  • Anchored eligibility on CIP-verified party identity for SEC/FDIC defensibility across five systems of record.
Feb 2025 — Present

TechGenie.ai

Founder & Product Lead · AI Member Engagement Platform

  • Founded AI member engagement platform processing 1M+ monthly interactions.
  • Designed AI escalation layer reducing support costs by ~$3M annually while maintaining SLA and audit logging.
  • Built on AWS (EC2, DynamoDB, us-east-2) with Flask/SocketIO, multi-tenant isolation, and HIPAA/PCI compliance.
Sep 2023 — Feb 2025

Sentara Healthcare via Eviden

Product Manager · Medicare / Medicaid Onboarding & Payments

  • Medicare and Medicaid onboarding platform serving 5,000+ agents across three states under HIPAA.
  • Cut onboarding cycle time 15% and error rates 22% — saving thousands of agent hours.
  • Shipped ADA-compliant registration and payment flows; owned funnel KPIs through Power BI and SQL.
Jul 2021 — Sep 2023

Shutterfly & Learning Without Tears via Eviden

Product Manager · eCommerce Platforms & Checkout

  • Shutterfly: modular eCommerce engine and checkout microservices — 12% conversion lift.
  • Learning Without Tears: rebuilt B2B/B2C storefront with CPQ bundling — $500K incremental revenue, 30% billing latency reduction.
Aug 2020 — Jul 2021

Amcor

Lead Business Analyst · B2B Platform & Compliance

  • Modernized Salesforce CPQ for 1,200+ B2B users with embedded SOC2 controls.
  • Migrated to AWS microservices; quote-generation time dropped 35%.
Nov 2019 — Jul 2020

KeyBank via Spartan Solutions

Lead Business Analyst · Card Origination, Payment Processing & Fraud Servicing

  • Owned daily TSYS batch payment processing and fraud-stop rules on consumer card program.
  • Card activation time dropped from days to minutes; PCI-DSS reporting workload cut 40%.
Nov 2017 — Oct 2019

BBVA Bank via Spartan Solutions

Senior Business Analyst · Credit Card Product & Servicing Strategy

  • Defined product strategy for personal and small-business credit card programs.
  • Reduced credit approval time 30% through bureau API integrations; lifted sprint velocity 20%.
2016 — 2017

GE Power

Business Analyst · Utility Operations

  • Automated B2B pricing platform; reduced quote time 28%.
2014 — 2015

Aramark

Business Analyst · Salesforce Compliance Workflows

  • Modernized reporting and order systems for university clients.
04 — Independent work

Research, practicum, and side builds.

ARIDS — Adaptive Risk & Identity Defense System

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.

Staples — MIT Practicum

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.

Libra Solutions — Pre-Interview Research

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.

TechGenie.ai — Founder Build

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.

Want to talk product?

Always open to compare notes on regulated fintech, AI in customer experience, or platform design.

ckkasani@gmail.com → LinkedIn ↗