Engineering Market Value.

Product Management Services

Driving capital efficiency through technical excellence. I specialize in scaling high-stakes FinTech platforms where architecture meets ROI.

15+ Years experience scaling FinTech to Billion-dollar 

institutional ecosystems.

Deep-domain expertise across the FinTech lifecycle.

I am a FinTech founder and capital markets technologist with over 15+ years of experience building and modernizing institutional financial systems across Tier-1 banks and startups.

My background includes leading large-scale re-platforming initiatives in securities finance, replacing legacy vendor platforms with in-house trading and post-trade systems that delivered multi-million-dollar annual savings, and designing data and security master architectures supporting liquidity, risk, and regulatory reporting.

As Founder of ThinkVest, I am applying this experience to building an institutional-grade marketplace for IP-backed and revenue-based securities, focused on SPV-driven deal structuring, automated underwriting workflows, and compliant secondary market infrastructure.

EquiLend Middle Office $2.36B Daily

Average value of borrowed securities processed for the OCC Market Loan Program.

In-House Replacement $2.5M Saved

Annual operational savings by migrating Stock Lending operations off legacy vendor platforms.

MUFG Data Strategy Basel III

Managed MUFG's data warehouse infrastructure to ensure critical liquidity and risk reporting compliance.

Delivery & Execution Strengths

Product Strategy

Translation of complex regulatory and financial requirements into scalable 0→1 products.

Capital Markets

Expertise in securities finance, ISO standards, and Order Management Systems (OMS).

Platform Infrastructure

Technical oversight of Workflow & System Architecture Design, Data Warehouse Management, and Project Life Cycle (PLC).

Design & Prototyping

Applied modern tools such as Figma, WordPress/Elementor, and AI-assisted development to design, prototype, and deliver functional product solutions.

Execution Summary

Bridging Discovery & High-Complexity Delivery

Operating under strict budget and timeline constraints in early-stage FinTech, I leverage a hybrid skillset of Institutional Strategy and Hands-on Execution. From vibe-coding functional prototypes to defining ISO-aligned financial logic, I ensure product delivery even in environments defined by ambiguity.

Professional Experience

2021 — Now
Head of Product

ThinkVest Solutions, Inc.

Architected a regulated FinTech marketplace for IP-backed non-dilutive financing from pre-seed to functional platform.

Business Strategy

    • Led outsourced engineering team using detailed PRDs/Acceptance Criteria.

    • Validated product via engagement with valuation providers & legal advisors.

    • Scaled pre-seed operations from concept to functional demo platform.

Technical Delivery

    • Developed using AI Vibe Coding, a live FinTech platform supporting client onboarding, ISO-aligned financial instrument creation, investor purchase workflows, and order management.

    • Designed role-based user experiences, database security policies, and admin monitoring for regulated financial operations.

Execution

Product Strategy MVP Definition Stakeholder Management Business Development
2018 — 2020
Senior Product Manager

EquiLend

Led the re-platforming of the OCC Market Loan Program middle office infrastructure.

~$2.36B
AVG DAILY VOLUME SUPPORTED

    • Modernized core trade settlement layers by coordinating feature strategy across OCC and internal technology teams.

    • Owned feature strategy, requirements, release planning, and stakeholder coordination.

    • Authored detailed solution documents, workflows, and user guides supporting institutional adoption.

Execution

Business Analysis User Stories & Epics Jira / Backlog Trade Lifecycle
2014 — 2018
Senior Product Manager

BNP Paribas

Modernized Stock Lending via custom platform development.

~$2.5M
AVG ANNUAL SAVINGS

    • Led a multi-year initiative to replace FIS Loanet with a custom-built stock lending back-office platform.

    • Managed full product lifecycle from requirements and vendor coordination through launch and governance approval.

    • Implemented Tableau dashboards to introduce real-time KPI visibility.

Execution

Requirements Gathering DTC integrations Functional Requirements (FRD) Product Lifecycle Management

Platform Delivery: ThinkVest

Designing institutional infrastructure for IP-backed, non-dilutive financing.

Modules

Issuer Onboarding
OMS & Trade Flow

Structured Financing Workflows

Multi-persona onboarding for SPVs and IP-backed instruments, integrating automated KYC/AML checks and SEC 506(b) eligibility validation.

ISO-Aligned
SPV-Isolated

Let’s talk

Schedule a discovery call or send a brief about your product.

Learn how we helped 100 top brands gain success

Learn how we helped 100 top brands gain success

Learn how we helped 100 top brands gain success

Learn how we helped 100 top brands gain success