Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Liam Doherty

Clarks Summit

Summary

Dynamic product management leader with extensive experience in the FinTech and Big Data sectors, adept at navigating both corporate and startup landscapes. Proven track record in scrum and release management, successfully driving the development and launch of innovative, client-centric solutions that enhance user experience. Renowned for leading diverse, cross-functional teams through complex challenges while establishing effective playbooks to facilitate scalable growth and operational excellence. Committed to leveraging strategic insights to foster collaboration and deliver impactful results in fast-paced environments.

Overview

7
7
years of professional experience

Work History

Senior Product Manager

Envestnet
04.2024 - Current
  • Coordinates cross-functional collaboration across engineering, product, data, scrum, and QA teams as the release train engineer for intelligence.wdp.envestnet.com and app.wdp.envestnet.com.
  • Develops and rolls out innovative cross-channel technologies, enhancing personalization, reporting, user experience, and data delivery, leading to 152% 23-24 YoY increase in users on platform.
  • Defines technical requirements for both data and functional APIs, driving full stack development from data pipeline and meta data analysis to frontend integration.
  • Resolves test environment issues and production defects. Ensures flawless releases, achieving 17% 23-24 YoY defect reduction despite managing increased resources and delivering more content.
  • Manages product life cycle by administrating Jira and Confluence, supervising scrum ceremonies, facilitating version control, overseeing engineering and QA operations, and optimizing team velocity.

Manager, Product Management

Envestnet
03.2022 - 04.2024
  • Directed engineering, product, data, scrum, and QA teams as the release train engineer for envestnetintelligence.com, successfully deploying 12+ production releases.
  • Developed and implemented new cross-channel technologies that improved personalization, reporting, user experience, and data delivery. Contributed to a more robust product offering and enhanced client satisfaction.
  • Led the strategic integration of Wheelhouse Analytics startup into Envestnet’s wealth solutions framework.
  • Optimized team operations using Agile best practices and Envestnet's corporate requirements.
  • Facilitated Insights Engine data migration from SQL Server to Snowflake using CDATA as driver.

Product Support Analyst

Envestnet
03.2019 - 03.2022
  • Directed deployment of 18+ production builds at envestnetintelligence.com, enhancing financial data accessibility and user experience through advanced BI tools.
  • Led commercialization of analytics dashboards through development of the Envestnet Intelligence Library application, a search engine that returns data specific answers based on free text search.
  • Owned configuration and overhead for Envestnet Intelligence Library including meta data enhancements for better user search results and production email data delivery troubleshooting for subscription service.
  • Spearheaded the launch and development of 2 mobile applications, Envestnet Intelligence and Envestnet Product Availability, on both Apple and Android app stores, increasing user accessibility and improving experience across platforms.

Education

BA - Mathematics, Economics

University of Miami
Miami, FL
05-2017

Skills

  • Key Skills: Product Life Cycle Management, Release Engineering, Process Optimization, Quality Assurance, Security Compliance & Risk Management, Cross-Functional Team Leadership, Stakeholder Engagement, Problem Solving
  • Product Expertise: Full Stack Product Management, Release Train Engineering, People Management, Mobile Apps
  • Methodologies: Scrum/Agile, Acquisition Integration
  • Tools: Jira, Confluence, Microsoft Office, Postman
  • Data Analytics: Database Management (SQL, Snowflake), Data Analysis (Data Pipelines, BI Tools, Usage Reporting)
  • API Development: Configuration, Testing, Logic Building, Technical Requirements

Accomplishments

  • Artificial Intelligence: Led AI integration into the Insights Engine application, introducing a new LLM AI agent to enhance decision making for financial advisors. Facilitated development of AI agents that replace user clicks via functional API actions with free text commands in chat form.
  • APIs: Spearheaded complete rebuild of the Insight Engine API from an outdated code base by authoring all technical requirements and collaborating closely with engineers to modernize and enhance system functionality, achieving an 88% improvement in response time.
  • Data Analysis: Built department's usage data pipeline and analytics dashboards. Generated and distributed usage analysis used for department's reporting to executive team.
  • Security: Championed security compliance initiatives by managing vulnerability testing, third-party audits, and security in software development. Achieved 100% vulnerability resolution from 2022-2024 penetration tests.
  • Client Engagement: Founded the Wealth Data Platform Feedback Program which has strategically incorporated feedback from 50+ key stakeholders into the product life cycle to enhance the platform and user satisfaction. Formulated feedback decision-making matrix, requirements templates, and program structure.
  • Management: Managed 10+ engineers, QA, and data analysts without direct authority across 3+ vendors and internal employees to drive development for internal portals and external integrations.

Timeline

Senior Product Manager

Envestnet
04.2024 - Current

Manager, Product Management

Envestnet
03.2022 - 04.2024

Product Support Analyst

Envestnet
03.2019 - 03.2022

BA - Mathematics, Economics

University of Miami
Liam Doherty