Senior Product Manager with 10+ years of experience delivering enterprise SaaS and digital platforms across financial services and governance technology . Proven ability to scale customer-facing products to millions of users and preserve industry-leading performance metrics such as 95% Gross Dollar Retention . At RBC , led the development and growth of MyAdvisor, a digital financial planning platform that reached 2.9M+ clients , drove 15%+ AUA growth among onboarded users, and enabled 1.2M+ advisor-client appointments during the pandemic. At Diligent , owned product strategy for BoardDocs and BoardEffect (serving 13,000+ organizations globally ) and launched AI-enabled features including board book summarization and smart preparation tools. Skilled at roadmap ownership, cross-functional leadership, and data-driven prioritization , with a track record of aligning product strategy to business goals, modernizing user experience, and driving adoption and retention at scale.
- Board Book Summary – Condensed 100+ page board books into concise, executive-ready insights, cutting prep time for directors and executives.
-Smart Prep – Surfaced contextual materials to improve pre-meeting readiness and productivity.
Quality Assurance Analyst, RBC Dominion Securities (2012–2014)
Contractor, RBC Direct Investing (2011) –