Paul Vincent Nolasco

Over a decade worth of experience in Product Management with a rare balance of functional, technical and leadership skills in delivering and strategizing digital product for wealth management and marketing firms. Currently seeking a director/senior role within wealth and/or fintech company.

EXPERIENCE

7/2024 – current Invent Sr. Product Manager 

• Heads the Product vendor relationship and onboarding process in the Invent platform – an AI-ready data and interface platform that provides integration to various systems within Wealth Management. 

• Discuss and conduct ideation session with small to mid-size company CEO/CTO/Director/Product Manager of Fintech firms in how to build their product and overall business in the Invent platform

• Define requirements and internal roadmap for Wealth Management, external RIA firms, B/D, & vendors.  

• Fill other various roles within the company as needed: Sales, Product Marketer, Project Manager, etc.

3/2020 – 7/2024 Morningstar Sr. Product Manager

• Led major initiatives within Wealth such as: Direct Indexing program, New Custodian Onboarding (Pershing Advisor Solution), Unified Managed Account program, and other complex deliveries. Below are some KPI:

  • BNY-to-PAS Migration resulted to 57% account retention, a total of 37K accounts with $2B of AUM

  • Digital Account Opening became the de-facto standard, accounting for 20%

  • Launch Direct Indexing for Morningstar in 2022. As of 2024, resulted to $162M of new AUM.

• Led and managed a team of four delivery squads comprised of product managers, engineers and designers in charge of delivering initiatives for Portfolio Construction. Managed day-to-day Agile Scrum ceremonies.

• Worked with external parties such as: Custodians (i.e. Schwab, Fidelity, PAS), SMArtX, Qontigo, DocuSign, etc.

• Worked with different internal stakeholders within Leadership, Product, Tech, Design, Sales, Operations, etc.

2/2013 – 2/2023 Adobe Systems     Project Lead

• Led and managed the delivery of - Adobe Experience Manager (AEM) for enterprise Fortune 100 clients such as: AT&T, PWC, Under Armor, Ford, Fox Sports, Verizon, Levi’s, Aetna, AT&T, MD Anderson, Capital Group, etc.

• Delivered from small to large deal projects for Experience Manager with Marketing Cloud integrations such as Analytics, Target, Campaign, Search and 3rd party systems such as Salsify, Magento, client-built APIs, etc.

• Managed end-to-end agile projects with multiple scrum teams of onshore, offshore, partners and client resources. Including pre-sales, discovery, delivery, UX design, and other Scrum ceremonies.

• Wrote internal whitepapers and contributed internal consulting tools to improve delivery such as: Release Plan, Daily Standup Board, Minimum Viable Product Options, and ACS Playbook.

4/2011 – 02/2013   Adobe Systems       Technical Lead

• Led technical discovery and delivery of AEM compose of onshore, offshore, partner or client teams integrated with Target, Analytics or custom systems for: Apple, Nike, Delta Airlines, La Quinta, One Beacon, etc.

4/2010 – 4/2011 Hewlett-Packard     Sr. Technical Consultant

• Designed, developed, and configured TeamSite (CMS), IDOL (Search Engine), MediaBin (Assets Management).

10/2008 - 12/2009                   Open Text                                                                                                Technical Consultant

• Developed, and configured Vignette’s Record Document/Case Management suite in .NET, Java, and SQL.

EDUCATION

2007 University of Texas at San Antonio     BS in Computer Science

• Graduated valedictorian (Elementary/High school) and graduated with honors (College)

PERSONAL

• Founded and manage rental properties within Chicago, Chi City Homes

MANAGEMENT TOOLS

• Asana, Tableau, Salesforce, Jira, RallyDev, TFS, Trello, Smartsheet, SharePoint, and Microsoft Office