Rivo autonomous cash management
At Rivo, building an AI layer for personal finance that automatically puts idle cash to work and brings it back before bills are due, without requiring users to switch banks or move money manually.
About
I've spent more than 25 years building financial products that make complex decisions simpler and more useful. I’ve led product strategy at Yahoo Finance and served as Chief Product Officer at Facet and Personal Capital, after leading Mint.com product initiatives at Intuit and helping scale consumer fintech products used by millions. My work brings together product strategy, user experience, behavioral economics, monetization, analytics, and product-led growth.
Currently
Head of Product at Rivo
Available for
Things I've done
Mint mobile monetizations
Within my first 90 days at Mint.com, I invented a patented system and user experience that drove 100% of Mint’s mobile revenue and 50% of Mint.com’s revenue.
Led product management at Personal Capital
Resulted in providing affordable and impartial financial advice to a vast audience. Acquired by Empower in 2020
Yahoo Finance
I led product strategy for Yahoo Finance and helped launch a new premium experience for its global audience of investors.
Facet financial planning
As Chief Product Officer at Facet, I helped advance a mission to make impartial financial advice and services more accessible through an affordable membership model.
Behavioral economics and design
I presented how behavioral economics can shape product design and messaging, including prevention-focused and promotion-focused approaches used at Mint.
Mint bitcoin transactions
I helped bring digital bitcoin transactions into Mint alongside traditional financial accounts, giving users a more complete view of their finances.
Awarded Scott Cook Innovation Award at Intuit
Recognition for outstanding contributions to product innovation and user experience.
Outside of work
Personal financeWeightliftingBasketballLive music
Speaking
(SXSW) Robo-Advisors: The Good, The Bad & The Future
Work Background
Head of Product at Rivo
Santa Clara, CAAdvisor at Opto Investments
San Francisco, CAVP, Head of Product, Yahoo! Finance at Yahoo!
Mountain View, CAChief Product Officer at Facet
Sunnyvale, CAAdvisor, Customer Advisory Board at Mixpanel
San Francisco, CAChief Product Officer at Personal Capital
Redwood City, CAGroup Product Manager at Intuit
Mountain View, CASenior Product Manager at Yahoo!
Sunnyvale, CAProject Manager at E*TRADE
Santa Clara, CAEducation