FREDERICK LEE
C: 925.698.4156 | E: fredlee129@gmail.com
EXPERIENCE:
PAYPAL, INC. an eBay company (www.paypal.com) | SAN JOSE
Senior Product Manager (Digital Wallet Project Lead)
May „11 – Present
Global Core Payment, Global Financial Services
• Responsible for presentment and management of a suite of next generation innovative PayPal loan
products (the Deferred Payment Suite) offering consumers a range of options to pay for their purchase.
The Product suite innovates around concepts such as consumer protection, escrow, and convenience
across channels/form factors such as online, mobile, and point of sale.
• Lead overall product and marketing strategy for the PayPal Funding Mix Team, which is responsible for
maximizing PayPal profitability by innovating around consumer payments marketing. Also, partner
closely with PayPal Risk team to optimize risk policies to maximize PayPal profit margins.
• Develop strategies and go-to-market plans for different products to the consumer, and develop policies
manifesting interplay of risk, users and merchant preferences.
• Lead policy execution of funding mix (PayPal core business model) with cross-functional stakeholders
such as User Interface Design, Engineering and Project Management.
• Develop and enhance product analytics to track and manage product performance relative to enterprise,
consumer and merchant benchmarks.
CHARLES SCHWAB & CO., INC. (www.schwab.com) | SAN FRANCISCO, DENVER
Senior Product Manager (Mutual Fund Product Development and Client Web Services)
Feb „06 – Present
Platform Services, Shared Strategic Services
• Led all phases of the Schwab.com “Greenfield” Project related to stocks, mutual funds, ETFs and fixed
income. Focused on enhancing client relationship and incorporating industry best practices from technical
and client-facing perspectives. Successfully rebuilt the technical infrastructure in order to revise
information architecture and to recreate polished, contemporary visual design of Schwab.com research
area.
• Managed Mutual Funds (Schwab Portfolios, OneSource and Income Select List), ETFs, and Fixed
Income product releases through the entire product development life cycle from strategic planning to
tactical execution.
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• Led project team and 3 party vendors (Morningstar, StateStreet, Sunguard, and Reuters), in managing
and developing project plans for Schwab proprietary ETFs launch. Developed data solutions and
incorporated resources utilization and cross enterprises dependencies.
• Collaborated with multiple business stakeholders across the firm, including Web Analytics, Email/RSS
Communications, Client Experience and Field Operations, to define and prepare Products Requirements
Documentations (PRDs), roadmaps and negotiate priorities.
• Worked with teams of web developers, database and architecture engineers, interface designers, quality
assurance, onshore and offshore vendors to enhance the online research experience in across varies
investment platforms and infrastructures and client interfaces.
OOCL (USA) INC. (www.oocl.com) | SAN JOSE, SHANGHAI, TOKYO, MANILA, LONDON, BREMEN,
ST.PETERSBURG
Product Manager/Corporate Business Analyst (e-com product management)
Nov „00 – Nov „05
Business Process and System, Information Services Department
•Drove international product planning and rollout process for a series of portals providing infrastructure for
online/web information search (in multiple languages), retrieval and management.
•Defined workflow, UI interface, and data flow for the online payment in Asia Pacific regions with Citibank,
N.A (in most of the Asia-Pacific countries except China and Hong Kong), Industrial and Commercial Bank
of China (in China), Hong Kong and Shanghai Banking Corporations (in Hong Kong). Transaction volume
counted in millions per month.
•Gathered, analyzed and evaluated business requirements for new and existing functions, from
respective end users (located in over 160 offices in 50 countries) and strategic customers (located
worldwide), so as to address the global customers preference and market expectations/trends with
justifiable ROI within the PRD.
•Prepared international product roadmaps and strategic framework, analyzed EDI interchanges with
major customers, drawn resource allocation plans together with success benchmark, to top management,
and to all stakeholders in corresponding departments.
•Coordinated with global engineering teams, UI designers and QA teams (located in San Jose, Shanghai
and Manila) and Territorial/Regional Business Analysts for project/function prioritization, strategic
development and enhancement, and to ensure the products were developed and launched according to
plans and allocated budgets.
HONG KONG GOVERNMENT (www.info.gov.hk) | HONG KONG, SHANGHAI, BEIJING
Product Manager (e-com project management)
Dec ‟96 - Dec „99
Information Technology Department, Hospital Authority (www.ha.org.hk)
Marketing Manager
Jun ‟96 - Dec „96
Corporate Marketing Department, Hospital Authority
•Headed the development and marketing of the International Material Management System, the PHS
(overall budget USD$2.8M) which created an online supply chain platform with leading pharmaceutical
companies and medical supplies vendors in mainland China and North America.
•Coordinated the standardization of data exchange between the pharmaceutical companies and medical
supplies vendors and drove the development and implementation of the first Online Interactive Health
Forum.
•Led Developed applicable software to optimize supply chain performance in alliance with top
pharmaceutical companies and private healthcare organizations, actual annual budget close to
USD$2.0M.
EDUCATION:
UNIVERSITY OF CALIFORNIA, DAVIS
BS - Bachelor of Science, 1994
SKILLS:
•12 years of online product management experience (consumer and business facing).
•Led successful implementation of over 10 releases of large enterprise software projects in use by 2000+
company users and 50000+ customers globally, and the major “overhall” of the Charles Schwab Client
Site with millions of page hits from clients in US, UK, and Hong Kong.
•Experienced in J2EE development (including serves, JSP), .NET, web services (XML, HTML, API, PHP),
AJAX, RSS feed, relational database (Microsoft SQL Server), and Object Oriented Software Architecture.