A Parnter in
Financial Innovation

Delivering intuitive, enduring solutions to complex problems

“Katherine brings an exceptional blend of strategic thinking, product intuition, and
cross-functional collaboration to everything she does. She has a rare ability to stay laser-focused on user needs while navigating the complexities of technical implementation, timelines, and business goals. Katherine is not only a highly skilled Product manager, she’s a trusted partner and a genuinely great person
to work with.”

- Ricardo Mejia, Director of Engineering, Ledn

Approach

A clean, agile, and tactile approach to product development that bridges proprietary frameworks with practical experience. Blending creativity with pragmatism, I work iteratively across user research, design, data, and technical feasibility to uncover insights that shape durable, high impact products. Throughout execution, I operate as a partner to my team, breaking down work into achievable milestones, efficiently resolving blockers, and fostering alignment through clear communication and consensus-building. I lead with active listening, adaptability, and a deep commitment to shared outcomes.

TECH
STACK

  • Notion, MS365, GSuite, SharePoint, Slack

  • Product Board

  • Confluence, JIRA

  • Salesforce, HubSpot, Braze, Sprig, Fathom, Gong

  • Amplitude, Mixpanel, Heap, Power BI, MongoDB, Snowflake

  • Figma, Storybook, Chromatic

  • Next.js, Amplify, React, Axios, Yup, Apollo Server, Mongoose, Redis

  • Postman, GraphQL

  • Node.js, Capacitor

  • Docker, Kubernetes

  • CircleCI, Data Dog, Launchdarkly

  • Azure, AWS, GCP

  • Github, Stackoverflow

  • Bloomberg Terminal, Crunchbase, Pitchbook

  • Stripe, Wise, Quickbooks

CASE Studies

A modern conference room with five people sitting around a white table, facing a man who is standing and presenting slides on a large screen. The room has large windows with horizontal blinds that let in sunlight, and a whiteboard on the orange wall behind the speaker.

Pre-Seed
vaLIDATION & Pitch Building

A brown leather wallet with multiple credit cards (VISA, MasterCard, and others) inside, placed on a white surface. The background is blurred with warm lighting.

Series A
Neo Banking Strategy

Series B
Crypto Feature Ranking

Other Select Work

  • Led design thinking workshops with internal teams and external industry leaders

  • Designed and executed discovery programs to elicit user insights

  • Conducted solutioning discussions, demos, user onboardings, and escalation calls

  • Automated platform functionality to mobilize a business for scale

  • Reduced client friction through iterative product enhancements

  • Integrated banking and payments APIs to facilitate fund flows

  • Launched two net new mobile apps

  • Enabled both predictive and generative AI/ML capabilities across platform types

  • Supported security sensitive clients with the maintenance of on-premise solutions

  • Triaged infrastructure limitations and risks, including likely points of failure

  • Doubled as Scrum Master, QA Engineer, and vendor manager

  • Trained team mates in agile methodology, product practice, and tooling

Materials Available Upon Request

Get In Touch

Interested in working together? Let’s get connected.