Work History
Simon has spent the past decade building workflow prodcuts in technology, founding two venture-backed startups with one exit, and now applies those lessons to building scalable AI products in NYC.
JP Morgan
Product Manager AI - Payments
Bringing agentic AI to a $20B per year payments business.
Tech Stack
Business Outcome
- •TBD
Klective
Founder & CEO
AI that compresses decades of Wall Street market context into instant decision support for portfolio managers.
Tech Stack
Business Outcome
- •Knowledge graph retrieval driven visualization for market positioning of the majority of asset classes and macro products
- •$0.72 per PB report with 90% accuracy for parsing and structured extraction
- •Enabling portfolio managers to access decades of market context in seconds, reducing research time by 90%
Sitecore
Product
First enterprise-grade visual component builder with a centralized design system connected to production code.
Tech Stack
Business Outcome
- •Shipped Sitecore XMC Components to GA, enabling enterprise websites to be built in 2 months
- •Worked directly with Fortune 100 C-suite executives to modernize their marketing stack on 6-figure ACV deals
- •Integrated and became the glue for Sitecore XMC Pages, Forms, ContentHub, and Personalization
Archimedes
Founder & CEO
Archimedes makes investing part of everyday life with personalized lessons, playful learning, and trusted experts.
Tech Stack
Business Outcome
- •Acquired 10K users in first month with 16-min avg session via targeted GTM (Product Hunt, Craigslist, Facebook)
- •Launched two-sided market place for financial services professionals with a 20% match rate
- •Product of the Month on Product Hunt
Mason
Co-founder & Head of Product
Front-End-as-a-Service React UI delivered via API that empowers marketers to visualy create stateful websites.
Tech Stack
Business Outcome
- •Pioneered Front-End-as-a-Service React UI delivered via API; launched across multichannels
- •Implemented Pendo, driving roadmap prioritization with easy win backlog and long-term strategic positioning
- •Lead a team of 7 developers and 1 UX designer
- •Achieved 60% MoM user growth, 300% MoM API call growth, 200% MoM component creation
- •Sold business to Sitecore (during Covid-19)
Carta
Valuations Manager
Built the financial engine used to value equity across the majority of venture-backed startups in the United States.
Tech Stack
Business Outcome
- •Scaled ARR from $5M to $25M in 16 months through product-led growth
- •Started the data flywheel by collecting financial data from 100s of fastest growing startups
- •Acquired Silicon Valley Bank’s valuation practice.
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