Betterment is the largest independent online financial advisor that serves one purpose: to help you make the most of your money. Betterment takes Nobel Prize - winning investment strategies and combining them with cutting edge, tax smart investing technology to maximize take home returns for hundreds of thousands of customers across our three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business.
I joined Betterment as an early employee and first PM, building products that helped scale assets under management to over $7Bn. In addition to managing the core comnsumer web experience, I was responsible for leading and building the mobile team and strategy (iOS, Android), bringing Betterment’s first mobile apps to market.
I spearheaded our efforts to enter new lines of business and build new product lines: Betterment Institutional (for financial advisors) and Betterment for Business (401(k) for employers). I developed the vision, business plan, and roadmap for both business lines and lead large engineering and design teams to bring the products to life.