Download Résumé as PDF

Product management and design leader
who creates winning products and legendary teams
by putting people first



Senior Vice President, Portfolio and Product Management, R&D
May 2021 – present
Establishing first product management practice in 50-year-old software company’s history

  • Defined roles and responsibilities to create clarity across my 30-person organization of inherited employees with disparate experience, titles, and expectations
  • Designed and implemented a new release planning process that ensures we spend R&D capacity on ideas that advance our strategy and have the greatest return
  • Shifted product metrics from output (ship the thing) to outcomes (change internal and/or customer behavior to create an effect)  
  • Created several processes to make visible the degree to which product management was shouldering other functions’ responsibilities (formalized customer escalation process for defects, created an internal knowledge base to answer product questions, spearheaded creation of product training to assist existing and new employees, etc.)
  • Documented my onboarding experience and used it to create an onboarding overview for the R&D organization


Director of Product Operations, Product Innovation
August 2020 – April 2021

Established a new enterprise function tasked with unifying and improving the product management practices of our four product divisions

  • Led cross-functional team that developed the Deluxe Product Playbook which integrates human-centered design, Design Thinking, Agile, and product management into a holistic product process
  • Operationalized annual operating plan (AOP) and portfolio prioritization process that enabled a shift from annual project-based planning to more Agile quarterly product-based planning
  • Implemented V2MOM strategy framework (Salesforce’s take on OKRs) across the entire company and led coaching community as we shifted to quarterly, cascading goal setting for all teams
  • Developed and administered an objective product management competency assessment to help us understand the state of our talent and make decisions about how to transform

Transformation Leader, Product Management
October 2018 – January 2020

Selected for a special assignment leading the Product Management transformation as part of the new CEO’s New Day transformation program (this role was held concurrently with my role as Director of Agile Practice & User Experience)

  • Surveyed current-state product management practices from all Deluxe products, including dozens of unintegrated acquisitions, and created a blueprint for transformation for the highest-value areas
  • Introduced Pragmatic Framework to drive common expectations and vocabulary of Product Management
  • Inventoried products and organized the portfolio to align with Deluxe’s reorganized segments (Payments, Cloud, Promotional, and Checks)
  • Designed and developed an internal portal for all Deluxe employees to learn about each product, review its strategy and position in the market, and see a current theme-based product roadmap
  • Developed a go-to-market framework that positioned our products in terms that reflect our customers’ experiences: start up, win customers, strengthen relationships, optimize payments, streamline operations
  • Awarded the New Day Award in recognition of my efforts and impact

Director of Agile Practice & User Experience
October 2017 – August 2020

Integrated Agile process facilitation and user experience design to increase our ability to rapidly deliver products that actually mattered to our customers

  • Improved culture of ownership by creating monthly operations reviews examining common KPIs including sprint performance, product quality, team morale, product management effectiveness, and progress on key initiatives for each product (such as the adoption of continuous integration or automated regression test coverage) for each product
  • Championed and secured funding for the UNIFY design system, which provides design guidelines and a collection of reusable components for all customer-facing products
  • Spearheaded standardization of tools to enable an enterprise-wide view of Product Development (migrated 58 development projects on disparate systems to a common workflow in Atlassian Jira in under six months)
  • Led a high-profile innovation experiment at the Deluxe Exchange 20 customer conference where a small team used Design Thinking and user-centered design to create a product concept with conference attendees, which we then demoed live at the closing keynote
  • Created weekly Intersections educational email newsletter that aggregates thought leadership on cross-functional product delivery disciplines 
  • Awarded the 2019 THRIVE award for exemplifying “Execute,” one of Deluxe’s core values

Director of User Experience
June 2015 – October 2017

Introduced user-centered research and design to the Financial Services division

  • Advocated human-centered design practices with product management teams, securing funding to grow the team by 500% 
  • Developed a series of User Experience Toolkits that enabled teams without a dedicated user experience practitioner to minimize bias in their user research, create ad hoc personas, understand user journeys, hold design studio (charrette) sketching workshops, and conduct usability evaluations (heuristics and usability testing)
  • Selected to participate in Deluxe Thought Leadership Academy, a year-long leadership development curriculum for key leaders

DAXKO (Alpharetta, GA, and Homewood, AL)

Director of Product Strategy & Design
November 2012 – June 2015

Led all aspects of product strategy, management, and design for both established and growth markets

  • Transitioned the company from hyper-focus on individual customer needs to a broader market focus
  • Increased transparency with customers by moving from inflexible once-a-year roadmaps to publicly accessible theme-based roadmap that was updated monthly
  • Introduced lightweight portfolio management practices to ensure that we were making investment choices that maximized likelihood of success on our most strategic bets
  • Created an internal incubator program that leveraged Lean Startup principles to rapidly explore and validate new product ideas, including Daxko Well, a corporate wellness solution that reached profitability within three months of inception
  • Developed successful API strategy by managing API as a product, leading to new stream of revenue and increased customer satisfaction for enterprise clients
  • Championed focus on outcomes over output by introducing OKRs into product planning
  • Created The League of Extraordinary Leaders, an internal leadership forum where all people leaders openly discussed issues the company was facing, leading to decreased perception of power distance between the executive leadership team and other leaders
  • Participated in due diligence and negotiation of terms for partnerships and acquisitions, and oversaw the integration of acquired products

Interim Product Manager, Daxko Engage
April 2012 – November 2012

Assumed leadership of a highly strategic new product initiative that was failing to deliver necessary results

  • Refocused project on a user-centered process, which allowed us to trim planned scope by ten months (from fourteen months to four months)
  • Delivered MVP to early adopters within four months, producing enough validation to justify continued investment
  • Launched general availability product five months later to strong reviews, generating over over $1M in annual recurring revenue in its first quarter
  • Awarded 2012 Achievers Club, Daxko’s highest honor, in recognition for impact

Product Design Manager
September 2010 – November 2012

Established and led the user experience team

  • Established a user experience design team by teaching existing business analysts how to conduct a user-centered design process
  • Developed UX career pathing and tools for professional development to help team rapidly grow their research and design  competence
  • Worked with Jeff Patton to introduce Balanced Team concepts to product ownership, dramatically improving the relationship between the software engineering and product management teams
  • Championed innovation by creating Daxko Lab Days—three-times-a-year innovation sprints during which our teams took a week off of roadmap work to self-organize around projects of their own design, resulting in multiple new product opportunities


2010 — Interaction Designer, Carestream Dental, Marietta, GA

2009 — Product Usability Specialist, Silverpop, Atlanta, GA

2008 — Information Architect, Ipswitch, Alpharetta, GA

2005 — Senior Information Developer, Ipswitch, Alpharetta, GA

2003 — Information Developer, Ipswitch, Augusta, GA

2001 — Web Developer, PowerServe International, Augusta, GA

1999 — Co-founder and Design Leader, Mental Soup, Augusta, GA

1997 — Web Development Manager, MetroQuest, Augusta, GA

1996 — Web Designer, Globalnet International, Augusta, GA


2002 — BA, English/Communications, Augusta State University


2020 — OKR/V2MOM Certified Results Coach, WorkBoard

2020 — Business Strategy: Achieving Growth Through Innovation, Columbia
Business School

2020 — Effective Leadership: People, Teams, and Culture, Columbia Business School

2012 — Certified Scrum Product Owner, Scrum Alliance

2006 — Certified Scrum Master, Scrum Alliance


2019 — UX Hustle Summit, Bad Jobs, Burnout—And a Better Way

2012 — Information Architecture Summit, More with Less: Make Better Products by Making Companies Better

2015 — A Web Afternoon, Changing the World (Without Losing Your Sh*t)

2010 — Society for Technical Communication Summit, Essential User Experience Skills

2010 — Product Camp Atlanta, Skinning Your Users

2009 — STC Atlanta Chapter, User-centered Design for Technical Communicators


Leadership: team leadership, team development, facilitation, coaching, goal setting and alignment, financial budgeting and forecasting, public speaking, teaching

Strategy: strategy frameworks, objectives and key results (OKR), V2MOM, portfolio management, and prioritization

Product management: product lifecycle management, Agile product ownership, product discovery, backlog management, requirements definition, innovation, new product introduction, market research, market sizing, competitive analysis, product marketing, entrepreneurship, Lean Startup, product operations

User experience research and design: Design Thinking, generative research, evaluative research, qualitative research, quantitative research, analytics, information architecture, interaction design, visual design, usability assessment, accessibility, inclusive design, design systems, design operations

Product development: Agile, Scrum, CI/CD, SQL, HTML, CSS, JavaScript, API strategy, XP (extreme programming), pair programming

Selected software tools: Jira, Confluence, EazyBI, Trello, Mural, InVision, Sketch, Figma, Office365 (including SharePoint), Aha!, ProductPlan, ProdPad, Respondent.io, Lookback.io, WorkBoard