Eduardo Sanchez

Develop product strategies: The strategy product manager is responsible for developing product strategies that align with the company's overall business objectives. This involves understanding the market, identifying customer needs, and developing a roadmap to achieve business goals.

Conduct quality control reviews and regulatory document delivery reconciliation

Process trading related tasks including placing orders, settlements, trade corrections

Perform cashiering duties including verification of incoming wires, checks, ACHs and process withdrawal requests

Review and approve new client accounts for management according to policy and procedures  

Provide ongoing account maintenance and review of new and existing account activity for risk mitigation related to AML  

Collaborate cross-functionally with other teams at the company, specifically creating strong relationships with engineers
 

Conducting market research: The strategy product manager must stay up-to-date on market trends, competitor activities, and customer feedback. They must use this information to identify potential opportunities for new products or improvements to existing products.

Defining product requirements: The strategy product manager is responsible for defining product requirements that meet customer needs and align with business objectives. They must work closely with cross-functional teams to ensure that product development meets customer needs and stays within budget.

Collaborating with cross-functional teams: The strategy product manager must work closely with cross-functional teams, such as engineering, design, and marketing, to ensure that the product is developed and launched successfully.

Launching products: The strategy product manager is responsible for the successful launch of the product. They must work closely with marketing and sales teams to develop effective product messaging, pricing, and promotion strategies.

Tracking product performance: The strategy product manager must track the performance of the product and make adjustments as needed to ensure it is meeting business objectives. They must use metrics and data analysis to identify areas for improvement and make data-driven decisions.

Communicating with stakeholders: The strategy product manager must communicate regularly with stakeholders, including executives, cross-functional teams, and customers, to ensure that everyone is aligned and informed about product strategy and performance.

 KPMG

• Lead my team in client engagement meetings, product road mapping, meeting project timelines and activities from project kick-off to completion of the commitment
• Provide insight to stakeholders on the product and market
• Foster an entrepreneurial spirit by measuring project performance, product development initiatives and marketing/enterprise programs across the firm
• Organize data using SQL Server development / reporting solutions 
• Proactively communicate and escalate issues with management providing early qualification of probable disruptions that can impact project timeline

UC Berkeley - Machine learning, Statistics, Economics, coursework on game theory and business