Financial Industry Product Management
Successfully led multiple projects with wealth management, private banking, and investment groups, brokers, and Registered Investment Advisors (RIA's) with warehouses like Merrill Lynch, and RIA custodians like Raymond James.
I led these projects using investment management and FA CRM frameworks for Certified Financial Professionals (CFP) with modern portfolio theory best practices (MPT) with Efficient Frontier forecasts, Monte Carlo modeling, and other tools.
I oversaw the development and application of client reporting, data visualization, and UX research and design for financial advisor/wealth manager, banking, RIA, compliance directors referral partners, and other stakeholders on mobile and enterprise platforms. I worked with Salesforce.com integration on platforms with Ibbotson charting, SunGard integration, and other APIs or interfaces. I also developed roadmaps, strategic assessment models, UML models, MVP with technical teams, scenario models, use-cases, user stories, client and stakeholder journey mapping, and other facets of NPD and integration or design in Waterfall, Agile, Lean, and Scrum sociotechnical methodologies.
All financial services and products complied with KYC (know your customer), AML (anti-money laundering), and European GDPR and California privacy laws.
The platforms and products we led covered nine asset classes, from traditional such as equities, indexes, and bonds, to alternative assets and of late crypto.
Diabetes Assessment and Management Centers
Led research, prototyping, design, development, and deployment of telemedicine diabetes platform.
With diabetes and complications and comorbidities growing to epidemic proportions in the US and other countries, and diagnosis of complications in patient populations only reporting at 33% or fewer, we set out to solve the problem of patient cost and convenience in obtaining the standard of care diagnosis for their diabetes-related complications. We solved this problem by creating a "head to toe" assessment of diabetic complications and services; fundus photography diabetic retinopathy, lipid levels, cardiac profile, BMI, ABI Index, doppler scan, duplex scan, inflammatory system testing, CKD check, CAD check, thermographic assessment of arterial and venous flow, reflux disease, medication therapy management, diabetic education, and nutrition assessment all delivered without providers or HCP's onsite. Remote monitoring and tele-diagnostics were used in a unified communications platform with EMR, PHR, Practice management, and revenue-cycle management modules integrated into the platform. Led regulatory affairs management and payer engagement in seven US states and with private and public sector clients.
Team Lead - "Healthy Plate"
Designed and developed an obesity management mobile app for iOS and Android platforms utilizing Healthcare.gov API and datasets. Won award for the app from Kaiser Permanente and Robert Wood Johnson Foundation. The app was called "Healthy Plate."
"Healthy Plate" was an obesity management app designed to manage obesity and comorbidities for juveniles and families utilizing open data sets and API from HealthData.gov, Data.gov, and commercial partners with Esri GIS location-based services, Dept of Agriculture data, HHS data, and others.
I led the front end, back end, DevOps, QA, and domain expert XFN team from ideation and concept wireframing through design, development, testing and QA, validation and verification, compliance mapping with HIPAA and CMS guidelines, and to deployment within the Kaiser/RWJF systems. The "Healthy Plate" moniker and UI was designed around the new (at the time) Health Plate metaphor that replaced the Dept of Agriculture "Food Pyramid." Our design used the plate as UI icons to follow the user journey through diet preparation, health and wellness history, and shopping and meal preparation with sharing capability to providers, peers, and family members (optional). We also designed a gamification option to establish wellness best practices with reward functions from Twitch and other platforms using their API's and white label solutions.
Blockchain Smart Contract Transaction and Valuation Network (Fintech)
Led design blockchain-enabled smart contract platform using ETH ERC20 to value and transact underlying assets for catastrophe bonds and ESG assets using dynamic transactional marketplace utilizing oracles for data input and on/off-chain engagement.
The platform is a blockchain-enabled transaction network using the ETH20 (other coins and tokens are possible to use). It started contracting capabilities with institutional and enterprise APIs in cross-border reinsurance markets to mitigate the risks of climate change damages and financial incentives for stakeholders, holders, and sellers of financial instruments. The key to the project was solving the "Oracle problem" with endpoint sourcing of data and transactional and risk pool value, the proprietary methods for working out this challenge.
Created a subscription platform for primary care medical practices to navigate healthcare system reform and change.
From the inception of Accountable Care Organization regulations as part of the PPACA (ObamaCare) legislation, I led a team of domain experts, product owners, developers, and others to create PRD (product requirements document) and MRD (market requirements document) designing platform for small medical practices (4-6 physicians max). Launching in Michigan, Physicians Proviso, or "P2" as it is colloquially referred to, is a platform that enables physician-led ACO like performance and care coordination through a suite of products and services offered by P2. In addition to product and portfolio management of said tools and services, I led teams in regulatory compliance, clinical product development and distribution, value-based care, revenue cycle management, and outcome-based payment models. Unlike practices captive within hospital or healthcare networks, or those with more than 25 physicians, small practices are much more successful with reimbursement revenue, value-based contracting, and meeting quality metrics and standards by having a support organization like Physicians Proviso as a "virtual corporate development" partner. Data mining and analysis is a key component of physician ACOs and CINs like P2.
Charter School Development
Created an international baccalaureate charter school in downtown New Orleans.
Led project management and strategy to create an international baccalaureate charter school in New Orleans. Coordinated team and board of directors to compile the application and regulatory compliance for the creation and launch of a charter school in downtown New Orleans that now serves over 600 students. Conducted site visits across the United States to charter and international baccalaureate schools to gain insights into curricula, performance expectations, teacher and student sentiment, student recruitment, and more. Delivered presentation in 2009 to charter school governing body for state boards of education which successfully won approval for Type 2 charter development.
Clear The Rights (Dot Com)
Led creation and development of web marketplace for music and intellectual property rights trading and investment.
A web platform for trading and clearing copyright, patent, and trademarks for music publishers, content marketers, creators, agencies, investors, and other stakeholders. Web architecture with discovery, bid/ask, settlement, and transfer management for intangible assets, rights, and intellectual property. I led ideation of the projects, UX, customer journeys, UML modeling, requirements elicitation, use-case development, user stories, UI design, sourcing and procurement, and engagement with IP and entertainment lawyers and firms. The project first engaged in a partnership with an entertainment law firm, the partnership I negotiated and led, and was then acquired by entertainment lawyers. Later iterations included mobile and app versions of the platform.
Home COVID-19 Diagnostic Test
Served as acting CTO for home test development at early stages of COVID-19 pandemic.
Led scrum and agile remote teams from Peru to Ukraine in the development of iOS, Android, and web apps with Shopify storefront along with the disposable medical devices under ISO 13485 standards for clients, desiring a home testing alternative for COVID-19 testing. Successfully produced product requirement document, market requirements document, roadmap design, regulatory compliance, and go-to-market planning for the product.
Viacom Nickelodeon Theme Park
Led financing, design, and concept development with technology solutions design for 57-acre former Six Flags theme park converted to a wired waterpark with mobile security and payment technologies for Fortune 500 client.
Hired as managing director for ideation, design, planning, and product development of theme park conversion from Six Flags to the waterpark in greater New Orleans after Hurricane Katrina.
Recruited team and worked with Viacom management from MTV, Nickelodeon, Comedy Central, Country Music Television, and Black Entertainment Television (BET). Led media relations with TV, newspaper, and radio media outlets (personally interviewed approximately 26 times).
Worked directly with Louisiana state treasurer and bond commission board on bond financing. Recruited and managed relationships with bond counsel, corporate counsel, investment bankers and bond underwriters, and EB-5 investment agencies on financing.
Oversaw design charrettes for the theme park. Managed and led mesh network design, wearables design, vendor procurement, UX and UI design, and other facets of park development.
Collaborated with the Mayor of New Orleans (city-owned land) on a public-private partnership agreement for park development and successfully won a signed contract with the City of New Orleans for a 57-acre park and a $100 bond offering. Presented to Industrial Development Board and successfully won approval with 8-2 votes. This was all completed in 2009.