Fintech product leader with 7+ years in lending and investment products, most recently Head of Product at Unison. I led the shift to a multi-product home equity platform, launched a first-of-its-kind shared appreciation mortgage, stood up a new lending entity from the ground up, and helped secure $300M in investment capital for mortgage funding. Before product: investment analysis and underwriting, credit risk frameworks, and an underwriting team built from 0 to 9.
The pinned repo, investment-portfolio-terminal, is an institutional-grade portfolio analytics terminal I designed and built solo with AI-assisted development: performance attribution, risk decomposition, options hedging, tax lot intelligence, and an embedded AI analyst. The private original runs daily against my own multi-broker portfolio. The public version ships a fully synthetic demo that runs offline, with ~3,600 tests green.
What I bring: product strategy that pays for itself (a brokerage arm capturing leads the core product couldn't serve, a wholesale lending channel that cut burn 21%, AI agents in the sales funnel at ~40% lower cost), deep domain in home equity, mortgage, and credit risk, and enough engineering to build the v1 myself.
MS Finance, University of San Francisco · BS Finance, San Francisco State