AI Product Manager Portfolio

Real Problems, Real Solutions

I've spent 15+ years solving messy problems in financial services—from mortgage compliance that actually works to AI systems that don't just alert, they prevent. Here's how I think through the hard stuff.

About This Portfolio

These aren't theoretical case studies. They're based on real problems I've solved at companies like USAA, LoanCare, and ServiceMac—where I led teams building AI-driven compliance platforms, predictive models, and automation systems.

Each case study shows my approach to product thinking: finding the real problem, designing for adaptability, and delivering measurable business impact. They're deliberately concise—I'm optimizing for showing how I think, not proving I can write a novel.

How do mortgage servicers stay compliant when regulations change faster than systems adapt?

The Stakes

$4.2B in penalties in 2023—not from bad intent, but from systems that couldn't keep up.

The Contrarian Insight

Most compliance platforms try to catch everything. Wrong game. Better to make violations structurally impossible.

ComplianceRegTechAI/MLRisk Mitigation
Read the Full Case Study

How can financial services companies stop bleeding customers before they realize they're unhappy?

The Stakes

Customer acquisition costs 5-25x more than retention, yet most companies focus on the wrong metrics.

The Contrarian Insight

Churn prediction models are backwards. Don't predict who will leave—predict who's quietly unhappy but hasn't decided yet.

Customer RetentionML/AIData ScienceRevenue Growth
Read the Full Case Study

Why do call centers waste time on payoff requests that never convert?

The Stakes

Servicers spend millions handling requests with 15-20% conversion rates. The rest is wasted effort.

The Contrarian Insight

Call centers optimize for speed. They should optimize for intent. One high-intent call is worth ten tire-kickers.

OperationsNLPAI RoutingROI Optimization
Read the Full Case Study

Why do most financial services treat all customers the same when their needs are radically different?

The Stakes

Generic experiences hide massive costs in low conversion rates—typically 1-3% when personalized approaches hit 8-12%.

The Contrarian Insight

Most companies fear hyper-personalization because it seems complex. But generic experiences are actually more expensive.

AI SegmentationPersonalizationRevenue GrowthML
Read the Full Case Study

My Approach to Product Problems

Find the Real Problem

Most "problems" are symptoms. I dig deeper to find what's actually broken—often it's not what everyone thinks it is.

Design for Adaptability

In fintech, regulations change, customer behavior shifts, and markets evolve. Build systems that learn and adapt, not rigid solutions.

Balance Risk & Innovation

Financial services requires caution, but too much caution kills innovation. I find the sweet spot where you can move fast without breaking things.

Deliver Measurable Impact

Every product decision should tie to business metrics. I focus on ROI, not just features—because pretty solutions that don't work aren't solutions.

Want to Discuss Your Product Challenge?

Whether you're building compliance platforms, retention systems, or operational tools—let's talk about how to approach the problem differently.