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
  We mostly used Figma and Notion, but occasionally used Framer, Play, Playbook, ZeroHeight

• 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
  React, React Native, React Native for Web, React Navigation, GraphQL via Apollo Client, TypeScript

  • 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 (Bitrise) with code push (AppCenter). Released to production daily with a fully automated/dynamic testing suite.

• 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
  Segment, Mixpanel, Sentry, CloudWatch, Castle, LogRocket

Operations

• Led regulatory compliance operations for Catch’s banking activities and identity verification program
  KYC, CIP, OCC/BSA, NACHA

  • 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
  SEC/FINRA

  • 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, states

  • 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