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?

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.

Product Showcase

HMBradley

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

Head of Ops

Jenius Bank

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.

VP Product
Product Management

Continuous Discovery

Continuous discovery frameworks including Opportunity Solution Trees, customer journey mapping, JTBD, and ICE prioritization, with strong emphases on incorporation of user feedback and engagement data.

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

Apollo Global Mgmt | Accounting Operations 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

Internal Tools

  • Jira

  • Zendesk

  • Confluence

  • Notion

  • Linear

  • Looker

  • Retool

  • Slack

  • Miro

  • Figma

  • FullStory

  • Loom

  • Zoom

  • Aladdin

  • Google Workspace

  • Microsoft Office

  • Alloy

  • Hummingbird

  • Unit21

  • LexisNexis