Experience
BellSant
BellSant helps health systems overcome primary care physician scarcity while improving patient access through a mobile-first platform combining clinical algorithms and LLMs. Platform includes national blood testing partnerships, physician networks, wearable integration, and Epic connectivity.
Roles
- Co-Founder, Chief Product Officer8/2023 - present
Key Achievements
- Led product creation efforts alongside co-founders, managing product research, design, specifications, and health research with 20+ scientific advisors and consulting teams
- Created patient data stream architecture featuring chain-of-thought and multi-agent workflows
- Overseeing clinical trials at Johns Hopkins
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Capital One Investing (United Income)
An innovative wealth management platform that combines human advisors with artificial intelligence to provide personalized financial planning and investment management services.
Roles
- VP of Product / Head of Platform5/2021 - 7/2022
Key Achievements
- Led product strategy and managed team of 13 designers/PMs supporting 50 engineers
- Implemented dual-track product development and discovery processes, driving successful Capital One integration and model risk management initiatives
- Developed PM training program for product discovery techniques and structured ideation
Shiftgig
A staffing platform that connects workers with flexible job opportunities, allowing them to browse and claim shifts, view pay details, join waitlists, and provide feedback to improve job matching.
Roles
- Chief Executive Officer7/2018 - 4/2021
- Chief Technology Officer7/2017 - 7/2018
Key Achievements
- Led successful pivot from services to SaaS model for VC-backed startup ($65M+ funding)
- Launched Deploy by Shiftgig platform, achieving 4.3 iOS rating and Leader status by Ardent Partners
- Scaled product-market fit across industry segments, leading to acquisition by largest US light industrial staffing company
- Reorganized 45-person engineering team into squad-style scaled agile model
- Led AWS migration to serverless architecture supporting thousands of daily users
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Morningstar
$2B revenue financial services leader empowering investor success through software and data solutions for individual investors, financial advisors, and institutions.
Roles
- Chief Software Officer11/2016 - 7/2017
- Head of Technology, Individual and Workplace Solutions11/2015 - 7/2017
Key Achievements
- Led 1,200-person engineering organization, driving software practices and architecture standards
- Launched DevEx team establishing sustainable DevOps approaches and pattern libraries
- Led technical due diligence for $225M Pitchbook acquisition
- Directed 110+ person engineering team for $130M+ revenue product portfolio
- Executed landmark Adobe deal and AWS migration for Morningstar.com
- Created internal framework standardizing application development across company
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HelloWallet
A comprehensive financial wellness platform that helps employees make smarter financial decisions and achieve their goals through personalized guidance, automated tracking, and behavioral science.
Roles
- SVP of Engineering6/2014 - 11/2015
- VP of Engineering11/2012 - 6/2014
- Director of Engineering9/2011 - 9/2012
Key Achievements
- Managed successful $52.5M acquisition integration with Morningstar
- Developed strategic decision-making process for product opportunities
- Led partnerships with major financial institutions including John Hancock and Vanguard
Deloitte Consulting
Deloitte's U.S. Federal Consulting practice is part of the larger Deloitte Consulting LLP, which employs over 70,000 professionals, delivering technology and management consulting services to government agencies.
Roles
- Senior Technology Architect3/2009 - 6/2011
- Technology Architect8/2007 - 3/2009
- Consultant / Sr. Consultant2/2004 - 8/2007
Key Achievements
- Led Federal Open Source CoP and directed $3M US Senate financial management system
- Managed full SDLC implementation of paperless financial environment
Additional Information
Board Experience
TechForward
Founding Board Member
10/2017 - 12/2019
Education
Virginia Tech
B.S. Computer Science
Minors in Business & Math
9/1999 - 5/2003
Published Works
VB.NET: Your Visual Blueprint for Building Versatile Programs on the .NET Framework
Wiley Publishing
1/2002
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