I find the places where people get stuck,
and get them unstuck.
Cold calls, a company of my own, a fintech startup and a big bank.
Six years, four cities, and the same puzzle every time.
Here's how it went.
The storyThe short version
Prologue Columbia, SC
A finance kid who liked people more than spreadsheets
I studied finance and international business at the University of South Carolina's
Darla Moore School of Business and graduated magna cum laude. I loved the numbers,
but I kept noticing that the interesting part was always the people behind them:
why they decided what they decided, and what got in their way.
01 2020 · New York, NY
Cold calls in a very strange year
My first job was in sales development at BrightEdge, starting in the spring of 2020.
It was a strange time to start anything. My whole job was getting busy strangers to
give me a few minutes, and by the end I'd built more than $350K of qualified pipeline.
$350K+pipeline built
What it taught me
Everyone is busy. Respect their time, and get to the point.
02 2021–2022 · Limerick, PA
Starting something from zero
In 2021 I co-founded Cobblestone Capital Group, a boutique wealth management firm.
No clients, no assets, no logo anyone recognized. I earned my Series 7 and 66,
did the research, made the calls, and we grew to more than $1.5M under management
with 10 new clients, one conversation at a time.
$0 → $1.5M+assets under management
10new clients
What it taught me
Trust doesn't scale. You earn it one person at a time.
03 2023–2025 · Charlotte, NC
Learning where people get stuck
Next came BrightDime, a fintech startup. I started in business development and marketing,
doing customer discovery and competitive research that sharpened how we told our story.
That brought in $90K+ in new annual recurring revenue, and our content strategy
more than doubled website traffic.
Then I moved into customer experience and looked after 50+ business clients.
I spent a lot of time in the feedback and usage data, finding exactly where people
dropped off during signup and onboarding, then fixing those spots.
98%client retention
+10.6%monthly active users
+139%website traffic
What it taught me
The data tells you where people get stuck. The people tell you why.
04 2025–now · Charlotte, NC
Making a big bank feel a little faster
Today I'm a Senior Consultant (AVP) on Truist's Client Experience and Digital team.
Every new digital product idea starts with an intake request, and those requests
were waiting more than a month for a decision. So I redesigned the form and the process
behind it, added automatic status updates, and built a dashboard so 650+ people
could finally see where their requests stood.
Median time from request to decision
3919days
51% less waiting, across hundreds of requests a year.
I've also helped evaluate around 100 digital product ideas, built dashboards that connect each
idea to what actually ships, and piloted a GenAI assistant that reads new requests, spots
what's missing and drafts the follow-up questions, with a human always making the call.
What it's teaching me
Sometimes the best product is just a shorter wait.
∞ Next
Still looking for the stuck spots
The thread through all of it: find the place where people get stuck, understand why,
and build the thing that gets them moving again. Usually that's a product. Sometimes
it's a form, a dashboard, or one well-timed email. If you're working on something
like that, I'd love to hear about it.
TruistOperations & Program Mgmt Senior Consultant (AVP), Client Experience and Digital2025 — Now
BrightDimeCustomer Experience Manager, before that Business Development & Marketing2023 — 2025
Cobblestone Capital GroupCo-Founder & Financial Advisor2021 — 2022
BrightEdgeSales Development Representative2020
University of South CarolinaB.S. Business Administration, Finance & International Business, magna cum laudeDarla Moore
Good at
Product discovery
User research
Prioritization
Roadmapping
Product analytics
Power BI
Generative AI
Workflow automation
SAFe POPM certified
Say hi
Whether it's a role, a stuck process, or just a good conversation about product, my inbox is open.