Hey, I’m Lacey.

I’ve worked in financial services for 10+ years at startups and Fortune 500 companies. I’ve built web and mobile digital banking tools, shipped features via agile sprints, scaled an operations team from the ground up, and oversaw deposit, credit, and fraud operations at a high growth startup.

Do you have a project I can help with?

Work with Me

My Skillset

Product Leader

With 10+ years in financial services across product, operations, fraud, investments, retail banking, project management, and customer experience, I have a diverse background, leading to impeccable problem solving skills. I have thrived in high-growth startups as well as fast-paced leading institutions, so I am comfortable working under pressure.

Passionate

The special sauce I bring to the table is my passion for success. My determination and drive have resulted in successes such as leading an operations team with industry-leading fraud losses and launching a personal financial management app that saw 600% growth in it’s first year across digital channels.

  • 600% User Growth Post Launch

    Personal financial management tool

  • 10+ Years Financial Experience

    Across Product, Operations, UX

  • Startup-to-Enterprise

    From startups to Fortune 500’s

HMBradley
Head of Ops

A team of product specialists, managing the development of FinTech products, such as deposit accounts, credit accounts, and fraud at a high-growth startup.

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Case Studies

Jenius Bank
VP Product

Web and mobile app development of personal financial management products from ideation to market launch, including net worth management, budgeting, and credit scores and factors.

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BlackRock
Operations

Daily portfolio operations including onboarding of new client relationships, management of existing relationships, and collaboration with key stakeholders to increase firm performance.

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Employment History

Jenius Bank | Product Manager

HMBradley | Director of Operations

BlackRock | Operations Specialist

JPMorgan Chase & Co. | Client Executive

Capital One | Customer Success Manager

TD Bank | Customer Success/ Teller Supervisor

Areas of Expertise

  • Product management

  • Web and mobile app development

  • Market research

  • Data analytics

  • Project management

  • Operations

  • Banking and financial services

  • People management

  • Startups

  • Scrum/ Agile methodologies

  • Strategic partnerships

  • Customer experience

  • Client service

Reach Out

Internal Tools

  • Jira

  • Zendesk

  • Confluence

  • Notion

  • Linear

  • Looker

  • Retool

  • Slack

  • Miro

  • Figma

  • FullStory

  • Loom

  • Zoom

  • Aladdin

  • Google Workspace

  • Microsoft Office

  • Alloy

  • Hummingbird

  • Unit21

  • LexisNexis

FAQ

  • I’m happy to help your project or organization across any of my areas of expertise. I have a broad background in financial services, and I am looking to transition to consulting.

  • Pricing is based on both the project's scope and your desired timeline. (I promise fair rates and will always require your approval before we begin).

  • Timelines depend on the project and will be discussed before we begin. I am a hard worker and meet deadlines consistently.