TECHNOLOGY MANAGER, PRODUCT MANAGER, CSM, CSPO, SASM, POPM (SAFe6)
Professional Summary
Senior Product Manager with 20+ years of experience delivering enterprise software products across Financial Services, Insurance, Digital Media, and Streaming Technology. Proven track record of leading product discovery, defining customer-centric solutions, translating complex business needs into scalable technical requirements, and delivering products from concept through release using Agile methodologies.
Experienced owning the full product lifecycle—from discovery and roadmap planning through delivery, launch, and continuous optimization—while partnering with Engineering, UX, QA, Operations, and executive stakeholders.
Bilingual (English / Spanish)
Key Career Achievements
- Delivered enterprise software platforms supporting 12M+ customers at Charles Schwab.
- Launched 14 streaming services across 12 international markets for Sony Crackle.
- Led product initiatives across Financial Services, Streaming Media, Telecommunications, and Insurance.
- Managed global cross-functional teams across Product, Engineering, UX, QA, and Operations.
- Directed digital transformation, platform modernization, and customer experience initiatives using Agile methodologies.
Core Competencies
Product Strategy • Product Discovery • Roadmaps • Prioritization • Product Lifecycle Management • Requirements Engineering • Customer Discovery t • Stakeholder Management • Cross-functional Leadership • Technical Product Management • UX Collaboration • Business Process Optimization • Agile (Scrum • SAFe • Kanban)• Backlog Management • Enterprise SaaS • Insurance Technology • API Integrations • Business Rules • Jira • Risk Management • Vendor Management
Professional Experience
Berkley Group – Product Manager (Contract) – 03/25 – 07/26
Lead product strategy, discovery, and delivery across multiple enterprise insurance portals supporting policy servicing, billing, claims, reporting, and payment experiences.
Key Responsibilities
- Own product discovery, requirements gathering, backlog management, and feature definition for enterprise applications.
- Translate complex business processes into Epics, Features, User Stories, Acceptance Criteria, process flows, functional specifications, and business rules.
- Partner with Product Owners, UX, Engineering, QA, business stakeholders, and third-party vendors to transform business requirements into scalable technical solutions.
- Prioritize and groom product backlogs based on business value, customer impact, technical dependencies, and operational risk.
- Facilitate backlog refinement, sprint planning, story estimation sessions, release planning, and stakeholder demonstrations.
- Communicate project plans, feature status, risks, dependencies, and implementation updates to technical and business stakeholders.
- Support production deployments, User Acceptance Testing (UAT), release validation, and post-release implementation activities.
- Drive continuous improvement initiatives by identifying process inefficiencies and recommending workflow, documentation, and delivery enhancements.
Selected Product Initiatives
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- Enterprise Reporting – Designed dynamic reporting capabilities replacing legacy static reports with configurable data-driven reporting. improving flexibility and reducing operational dependency on manual reporting.
- Payment Platform – Improved payment security and customer experience through ownership validation, secure payment storage, and One Inc integration enhancements.
- Document Management – Defined document lifecycle enhancements reducing duplicate documents while improving search-ability and accessibility..
- Customer Experience – Improved navigation, search capabilities, workflow efficiency, policy servicing, claims visibility, and billing experiences across multiple customer portals.
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Paramount Global – Pluto TV – Senior Manager, Streaming Eng. – 06/22 – 01/25
- Owned product strategy and delivery for a global engineering workforce platform supporting more than 400 international engineers..
- Established product roadmaps, quarterly OKRs, and backlog priorities to guide multi-team Agile delivery.
- Spearheaded a large-scale workforce transformation initiative, leading planning, execution, and evaluation.
- Managed enterprise capacity planning, workforce forecasting, operational readiness, and OKRs.
- Led international engineering continuity initiatives during the Ukraine conflict.
AT&T – Technical Product Manager – 10/19 – 06/22
- Owned end-to-end digital product lifecycle for growth initiatives across web, mobile, OTT, and OEM platforms.
- Defined customer journeys, experience enhancements, and product roadmaps based on user research, analytics, and experimentation.
- Led product discovery and UX collaboration to design, prototype, test, and iterate on onboarding flows, metadata experiences, and content discovery features.
- Supported global launches through operational readiness, QA validation, and post-launch performance analysis.
- Managed enterprise video platform initiatives.
- Delivered CCPA compliance features across Open Video products.
Sony Pictures Entertainment – Crackle – Technical Product Manager – 7/17 – 7/19
- Led international expansion initiatives across Europe and Latin America.
- Managed streaming platform integrations with third-party partners.
- Coordinated technical delivery across multiple engineering organizations.
- Successfully launched 14 streaming services across 12 countries in Latin America and Europe while coordinating cross-functional engineering, operations, and business teams.
DIRECTV – Technical Project Manager – June 2015 – June 2017
- Led roadmap execution and technical delivery for Digital Transformation of Monitoring platforms supporting large-scale entertainment systems.
- Managed multiple Agile teams delivering digital reporting, analytics, capacity planning, and system monitoring solutions.
- Served as Epic Owner for the DTV platform migration, defining MVP/MMF scope, roadmap, and delivery strategy.
- Conducted user discovery and hypothesis-driven planning to align product features with customer needs.
- Partnered with Marketing and Product teams on data-driven growth initiatives to reduce churn and improve adoption.
Charles Schwab – Technical Project Manager – 01/10 – 05/15
- Led delivery of enterprise initiatives supporting Charles Schwab’s Cost Basis platform serving approximately 12 million investors.
- Led implementation of third-party portfolio performance applications critical to client reporting and experience.
- Owned delivery of high-performance testing platforms, disaster recovery planning, and major system upgrades.
- Built and managed cross-functional teams to deliver high-impact digital and operational initiatives.
- Led the delivery of the first Spanish Web Trading platform.
EDUCATION
Bachelor of Information Systems, Southern New Hampshire University
Business Management Program certification.- U.C.S.D. Ext
Ocean Technologies (4 years), Center for Technology of the Sea, Veracruz
CERTIFICATIONS
Certified Scrum Master (Scrum Alliance) – Java technologies – Oracle Admin – UNIX – Perl – Project Management – Product Manager – Certified Scrum Master, Certified Scrum Product Owner – Advanced Scrum Master (SAFe5) – Business Strategy implementation.
AWARDS
Charles Schwab Excellence in Service award (StreetSmart Pro) – Charles Schwab Technology Team of the year – Charles Schwab Excellence (Spanish and Australian Web Trading Sites) – 14 individual performance Awards.