Download PDF

Career Overview

I believe the best products start with people — their challenges, their goals, their stories. For 10+ years, I’ve led product teams that build technology grounded in empathy and powered by data. From AI-driven insights to platform experiences that drive real-world impact, I love helping teams do their best work and creating solutions that truly serve customers.

10 Years of CRM

I’ve spent the past decade building and extending CRM platforms. I started at Hobsons developing a custom CRM from scratch, then led product teams at Helix and RNL building on top of Microsoft Dynamics. I have a deep understanding of CRM architecture, user and data workflows, integrations, and reporting. I’ve also used HubSpot both personally and professionally and value its intuitive design and extensibility.

Skills

Strategy In Action
10

Connect Vision to Execution - Focus On What Moves the Needle

CRM Product Ownership
10

Build workflows, integrations, and data models that drive efficiency.

Technical Collaboration
9

Trusted Partner to Engineering & Data Teams

Positioning with Purpose
9

Craft simple stories that make products easy to understand and hard to ignore.

Momentum Builder
9

Team Alignment & Cross Functional Motivator

AI/ML Product Strategy
8

Bridge technical models with real-world use cases.

Adaptability
8

Stay grounded in what matters — even when everything shifts.

Education

Miami University, Oxford Ohio

Bachelors: Technical and Scientific Communications

Minor: Computer Science

Product PHilosophy

Great products solve real problems, for real people. Everything else is noise.

I believe in starting with customers, aligning teams around clear goals, and delivering value early and often. The best products balance vision with execution, strategy with empathy, and data with action.

My approach is simple: understand the problem, focus the team, ship, learn, repeat.

Work experience

May 2023Present

Sr. Director, Product Management

NZero, Denver Colorado

NZero Highlight: Implemented ML-driven models that enhance accuracy in energy usage forecasting, significantly aiding sustainability planning and strategic decarbonization. 

  • Launched two 0-1 AI/ML powered product, bridging technical implementation with customer facing use cases.
  • Collaborated with UX to run 6 design sessions to explore customer needs, refining product market fit and improving user adoption.
  • Owned go-to-market efforts for a net-new product line, leading 24 sales demos over 6 months - resulting in a 15% close rate from outreach.
  • Led a team of 2 product managers through product transformations - coaching PMs on strategy creation and buy-in generation.
  • Distilled feedback from 20 demos into high value features - directly enabling implementation of a $2m contract.
January 2021February 2023

Director, Product Management

Ruffalo Noel Levitz, Denver Colorado - Via Acquisition

RNL Highlight: Enabled $1.3m in CRM based contract value by training the acquiring sales team on new technologies and product positioning post-M&A.

  • Collaborated with sales to uncover $17M in SOM and $2.5M in new business for 2013 through launching net-new data driven product offerings.
  • Coordinated with SVP of Product to define strategic direction of multiple Enterprise CRM SaaS product lines totaling $44m.
  • Worked closely with our partnership team to successfully onboard 3 key partnerships resulting incremental revenue growth and increased customer satisfaction.
January 2017January 2021

Director, Product Management

Helix Education, Denver Colorado

Helix Highlight: Reported to the CEO to drive CRM and marketing automation strategy - leading to an exit via acquisition.

  • Built CRM workflow automation to ensure every record was populated with required data - reducing monthly errors and support tickets by 23%.
  • Implemented ML model to optimize HE marketing automation - reducing overall university CAC by 30%
  • Shipped data driven AI & ML models that improved accuracy of budget forecasts by 40%.
  • Wrote full product specs for mobile-friendly UX that resulted in 15% increase in submitted applicants.
June 2010January 2017

Product Manager

Hobsons, Ohio - Virginia - London

Hobson Highlight: Relocated to England and expanded our international CRM footprint by 3x and moved into 4 new countries.

  • Identified client-specific business requirements and customized CRM solutions to automate the admissions process.
  • Owned $38m product portfolio across three Enterprise SaaS product platforms managed roadmaps for all three products.
  • Engaged with business development teams to assist in closing new business contracts.