<p>Owned product vision, roadmap, release plans, KPIs, OKRs and business objectives for Investor’sView, aligning Business and Engineering teams on strategic priorities and measurable outcomes.</p><p> Translated complex business and technical requirements into BRDs, FSDs, epics, user stories and acceptance criteria, enabling clear execution across Engineering and QA.</p><p> Prioritized and refined the product backlog using SAFe Agile practices, applying Business Value, Cost of Delay and MoSCoW to maximize delivery of high-value enhancements.</p><p> Leveraged Copilot and AssistIQ/custom AI agents across requirements engineering, accelerating user-story, acceptance-criteria and solution-document creation while improving backlog refinement efficiency; enabled faster requirements elicitation and prioritization of the product backlog.</p><p> Led end-to-end Agile delivery cadence across PI Planning, Sprint Planning, refinement, reviews, retrospectives, defect triage, system demos, and UAT, ensuring delivery alignment and release readiness.</p><p> Drove cross-functional modernization and integration initiatives across Wealth Management, Banking and third-party platforms, managing risks, dependencies, APIs, SLAs, regulatory requirements and stakeholder adoption.</p><p> Modernized the legacy Investor’sView platform through multiple product initiatives and integrations, improving stability and performance while strengthening client retention and feature adoption; supported an enterprise portfolio-management solution spanning investment portfolio management, trade processing, regulatory compliance and performance reporting for banking and trust institutions.</p>
