Founder, Bolder Money. Previously, product strategy at Fahrenheit 212, Co-founder of Education Incubator. Built consumer startup in the UK. M&A at Citi.
• Product Development: Led development of a chat-based financial coaching platform, addressing the mental health impact of money. Built digital tools to scale coaching delivery and improve margins by 30%.
• Revenue & Impact: Surpassed $200k in ARR and helped users reach $20M in financial goals. Increased retention by 120% with new pricing and building features based on behavioural science.
• Strategic Partnerships & GTM: Reduced CAC through partnerships with community banks, credit unions and financial advisors, and enabled partners to acquire new customers, and increase profitability.
Fortune at the Bottom of the Pyramid