
AI Strategy - IT PM Lead / Senior Manager at Charles Schwab
I successfully identify business development opportunities and drive product development via market research, competitive intelligence, technology trends, and consumer insights data. I’m at my best developing strategies, diving into data, finding operational efficiencies, and identifying new ways to grow revenue. Notably, I work on product fit and go-to-market strategies, build proofs of concept (pocs), run pilots, and help deliver minimal viable products (MVPs). I currently work at Charles Schwab's Research & Development team and prior to worked on the Innovation Accelerator team. Previously, I worked in KPMG's Innovation Lab as a manager focused on outside-in industry disruption with a particular focus on emerging technology to help advise KPMG clients; as well as, I worked on Gap Inc.’s Corporate Strategy & Business Development team, working on board of director presentations and launched a clothing subscription box. I have a Masters in International Business from UC San Diego’s School of Global Strategy and Policy and a Bachelors in International Affairs from George Washington University. My technical toolbox includes econometric statistical software, database management, analytics software, advanced PowerPoint, Excel, and Word, and conversational Mandarin and German.
crowdstrike.com
commerce.gov
aboutschwab.com
kpmg.com
gapinc.com
San Francisco, California, United States
AI Strategy Senior Manager
Charles Schwab
• www.linkedin.com/company/charles-schwab
• Full-time
Mar 2025 - Present
San Francisco, California, United States
Product Strategy Senior Manager
Charles Schwab
• www.linkedin.com/company/charles-schwab
• Full-time
Sep 2019 - Mar 2025
San Francisco Bay Area
Manager, Innovation Lab
KPMG US
• www.linkedin.com/company/kpmg-us
Jul 2017 - Sep 2019
San Francisco, California
Senior Analyst, Corporate Strategy & Business Development
Gap Inc.
• www.linkedin.com/company/gap-inc-
Jun 2015 - Jun 2017
San Francisco Bay Area
Senior Analyst, Threat Intelligence
CrowdStrike
• www.linkedin.com/company/crowdstrike
Oct 2012 - Oct 2014
Washington D.C. Metro Area
International Trade Analyst
U.S. Department of Commerce
• www.linkedin.com/company/u-s-department-of-commerce
Oct 2009 - Oct 2012
Washington D.C. Metro Area
Research Assistant
International Institute for Sustained Dialogue
Oct 2005 - Sep 2006