Financial Roadmap
Improve the financial outcomes of advisory clients by delivering personalized, useful, and timely advice at scale.
SEE WORKCurrently I’m working at Faire to empower entrepreneurs and level the playing field for small businesses. Previously Iworked at C3.ai to build enterprise AI, and worked at Personal Capital to help people with their financial lives. I started my product design journey at Radius Intelligence to build a smooth prospecting experience for marketing people.
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A delighter feature that will improve NPS Score by providing more flexibility of customizing transactions.
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A plugin for sales people working on SFDC to get most updated data.
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