Catch

• Founded the company; sold the company
• Built and led the product, engineering, and design teams
• Built the only B2C company with the technical capability and regulatory approval in banking, investing (retirement), and health insurance
• Built a feature set and design direction that has since been directly copied by Gusto, Square, Cash App, Wealthfront, Found, Lance, and many more

Product

• Led roadmap and product strategy
• Led scoping and specs for all major feature releases
  Coordinated design, technical implementation, and operational reqs
  • Autopilot/Autoroll
  • Tax Withholding (via BaaS integration + Autoroll)
  • Tax Payments (via IRS EFTPS integration)
  • Time Off, Emergency Savings, etc. (via BaaS integration + Autoroll)
  • Retirement (Traditional, Roth, and SEP IRAs)
  • Health & Dental Insurance (via CMS Enhanced Direct Enrollment)
  • HSA w/Debit Card (built and tested internally, but never launched)
• Led strategy and overall implementation for product integrations/providers
  • Banking as a Service (aka "BaaS" – Unit, Bond, BBVA Open Platform)
  • Card Issuance (Visa via Unit)
  • Investment Brokerage (Goldman Sachs Advisor Solutions fka Folio)
  • Health Insurance (CMS EDE, GAEP)
  • Account Aggregation (Plaid, Quovo)

Design

• Built and led the design team
  (served as the sole designer for the final year)

• Led design of the major features
  FigmaNotionFramerPlayPlaybookZeroHeight

• Led the brand redesign project
  with Red Antler

Engineering

• Built and led the engineering organization

  • Led hiring efforts, including sourcing, interviews, and offers
  • Managed frontend and backend team leads

• Largest individual contributor to the apps codebase
  Web, iOS, and Android
  ReactReact NativeReact Native for WebReact NavigationGraphQLApollo ClientTypeScript

  • Contributed to most major feature development
  • Contributed to abstractions wrapping implementation for both web/native differences and size-based responsiveness. Every feature was built once and immediately worked across web/iOS/Android at all sizes.
  • Contributed to what was the only mobile app that supported enrolling in health insurance with tax credits (i.e. the only EDE mobile app).
  • Built CI/CD pipelines. Released to production daily with a fully automated/dynamic testing suite. BitriseAppCenter

• Built Catch’s public website and tools like Plan Explorer Gatsby

• Built Catch’s internal admin tool Electron

• Led strategy/selection for analytics and observability
  SegmentMixpanelSentryCloudWatchCastleLogRocket

Operations

• Led regulatory compliance operations for Catch’s banking activities and identity verification program
  KYCCIPOCC/BSANACHA

  • Developed a tiering system and identity triangulation approach that achieved some of the lowest ACH return rates in all of fintech

• Led regulatory compliance operations for Catch Capital Management, LLC
  Registered Investment Adviser
  SECFINRA

  • Served as principal Adviser/Representative (Series 65 Exam)
  • Maintained SEC/FINRA obligations for RIA subsidiary registered federally under 67 FR 77619.

• Led regulatory compliance operations for Catch Insurance, LLC
  Licensed Insurance Agency/Brokerage
  CMS/CCIIO

  • Served as principal Insurance Agent
  • Maintained state-by-state insurance obligations and licensing
  • Maintained CMS obligations, including annual audits required for EDE program participation
    • Led four annual NIST 800-53 privacy and security audits
    • Led two annual product audits

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