Strategic product and marketing leader with a proven track record of driving measurable growth and digital transformation across enterprise and emerging brands. Successfully architected and scaled platforms that support over 13,000 independent mortgage broker businesses and 35,000+ loan officers nationwide, capturing $2M+ in annual operational savings through innovation and operational efficiency.
Expert at translating complex business challenges into scalable, market-ready solutions through cross-functional leadership, data-driven optimization, and full lifecycle product delivery. Currently advancing patent-pending AI technology in behavioral pattern recognition to shape next-generation, emotionally intelligent digital experiences for high-stakes, service-driven use cases.
Career Impact by the Numbers
A data-driven career built on measurable outcomes and transformative growth across enterprise platforms, user enablement, and operational excellence.
13K+
Broker Businesses Supported
Built and scaled platforms serving over 13,000 independent mortgage broker businesses nationwide
35K+
Loan Officers Enabled
Supported through marketing automation, borrower engagement tools, and digital self-service platforms
$2M+
Annual Savings Generated
Through SaaS migration, platform consolidation, and workflow optimization
400+
Research Hours
Extensive user and market research to validate AI products and refine personas
5K+
Employees Trained
Accelerated enterprise-wide adoption through comprehensive training and documentation
Core Expertise
A comprehensive skill set spanning strategic leadership, AI innovation, product strategy, marketing systems, and technical platform development—delivering business impact through integrated solutions.
Strategic Leadership & Business Impact
Brand positioning and competitive analysis
Cross-functional team leadership
Stakeholder alignment and communication
Go-to-market execution
Revenue optimization strategies
AI & Technology Innovation
Emotional AI architecture
Conversational AI development
Behavioral pattern recognition
Patent-pending technology development
Predictive analytics and MarTech optimization
Product & Experience Strategy
Full lifecycle product management
Product roadmapping and prioritization
Behavioral design and UX strategy
Agile delivery and user research
Customer experience transformation
Marketing & Revenue Systems
CRM platforms and marketing automation
Omnichannel campaign strategy
A/B testing and experimentation
KPI and conversion optimization
Retention and lifecycle strategies
Technical Platforms & Development
Digital platform architecture
Headless and traditional CMS
Web and mobile optimization
API-driven integrations
Automated workflows and data visualization
Founder & CEO
SASI, Inc. | May 2024 - Present
Leading the development of an emotionally intelligent conversational AI platform powered by the Emotionally Adaptive Response System (EARS), focused on behavioral pattern recognition and supportive dialogue in high-stakes contexts. This groundbreaking work combines advanced AI architecture with trauma-informed design principles to create next-generation user experiences.
Product Strategy
Led comprehensive strategy for an emotionally intelligent conversational AI platform focused on behavioral pattern recognition and supportive dialogue in high-stakes contexts
Research & Insight
Conducted 400+ hours of user and market research, including interviews, surveys, and concept tests to validate problem space and refine personas
Product Requirements
Authored MVP PRD, product roadmap, and conversation-design frameworks defining tone-aware responses and safety guardrails
AI Architecture
Designed system architecture and data model using NLP, emotional tone analysis, and behavioral pattern recognition, leading to patent-pending framework
AI Product Expertise
Completed Pendo's AI for Product Management certification and applied expertise in conversational AI and model evaluation to product strategy
Prototyping & Commercialization
Built low-fidelity and AI-driven prototypes to test interaction flows, then iterated requirements and developed phased go-to-market plan
Senior Product Marketing Manager
United Wholesale Mortgage | May 2015 - April 2024
Drove transformative digital innovation across enterprise platforms, supporting over 13,000 broker businesses and 35,000+ loan officers through strategic product development, technical integrations, and user experience optimization. Delivered measurable operational savings and enhanced engagement through comprehensive platform modernization and data-driven decision making.
Platform Development
Championed Brand 360, UWM's proprietary marketing and client management platform supporting 13K+ independent mortgage broker businesses and 35K+ loan officers with borrower alerts, co-branded assets, and compliant automated marketing calendar
Technical Integration
Coordinated vendor integrations and API development with architecture teams, enabling seamless data flow from loan systems into customizable marketing journeys with state-specific compliance requirements
User Experience Enhancement
Led redesign of broker EASE dashboard on UWM.com, transforming static homepage into personalized command center surfacing PRO rankings, pipeline health, and growth programs, driving higher engagement and smoother closing cycles
Strategic Rebranding
Directed research-driven launch and rebrand of FindAMortgageBroker.com to MortgageMatchup.com, leading go-to-market strategy and cross-functional execution to improve consumer-broker matching
Platform Migration
Pioneered migration of all public-facing sites from legacy CMS to Contentstack SaaS platform, generating $2M+ in annual operational savings and enabling reusable, API-driven capabilities
Enterprise Adoption
Enabled enterprise-wide adoption by developing comprehensive training, documentation, and support systems that accelerated implementation across 5,000+ employees and broker partners
Additional Experience
A foundation of integrated brand campaign management, digital transformation, and strategic marketing across automotive and retail sectors, building expertise in cross-functional leadership and national campaign execution.
Account Supervisor
Lowe Campbell Ewald | June 2010 - December 2014
Managed integrated brand campaigns across digital, mobile, and social platforms to support client acquisition and retention goals. Orchestrated redesign of high-traffic websites and mobile applications, overseeing budgets and cross-functional vendors to deliver engaging user experiences.
Account Supervisor
Martin Retail Group | May 2008 - March 2010
Maintained and optimized content strategy for Buick-Pontiac-GMC Dealer Portal, ensuring accuracy and consistency across national dealer network. Aligned national advertising initiatives with localized dealer messaging using market-trend and performance analysis.
Senior Account Executive
JWT Team Detroit | November 2006 - April 2008
Developed go-to-market plans for 2009 F-150 and 2008 Focus, managing timelines, media coordination, and stakeholder communication for national launches. Authored creative briefs and tracked budgets for integrated vehicle marketing programs.
Account Executive
Leo Burnett Detroit | March 2004 - October 2006
Executed integrated campaigns for GM Pontiac, overseeing media production and branded-content partnerships with NCAA and Virgin Records. Facilitated creative development from concept through legal clearance and cross-channel rollout for national campaigns.
Technical Skills
A comprehensive technical toolkit spanning AI development, marketing technology, platform integration, and social media—enabling end-to-end product innovation and revenue growth.
Product & AI Development
Behavioral Pattern Recognition, Patent Development, Product Roadmapping, UX Strategy, User Research, Product-Market Fit Validation, Conversational AI Integration, Prompt Engineering
Featured Project: EARS™ Emotionally Adaptive AI System
A next-generation AI system that understands and adapts to emotional patterns in real time, combining behavioral science, trauma-informed and neurodivergent-informed design, and advanced conversational AI architecture. EARS represents a breakthrough in emotionally intelligent technology, designed to support users through high-stakes personal journeys with empathy and precision.
Key Innovations & Impact
01
Patent-Pending Framework
Developed innovative emotional pattern recognition framework that links user signals, context, and outcomes across sessions, creating a longitudinal understanding of emotional states and behavioral patterns
02
AI Training Methodology
Created groundbreaking AI training methodology that incorporates emotional tone and narrative data from high-stakes, behavior-change journeys to improve response quality and emotional intelligence
03
Extensive User Research
Conducted 400+ hours of user and market research across recovery, mental health, and personal growth communities to validate needs, establish safety guardrails, and ensure ethical implementation
04
Evidence-Based UX
Designed evidence-based UX patterns specifically to support neurodivergent engagement and emotionally overloaded states, ensuring accessibility and effectiveness for diverse user populations
05
Configurable Platform
Created configurable platform concept that can extend emotionally adaptive AI into wellness, coaching, financial wellness, and other support-intensive domains, enabling broad market application