C: 925.698.4156 | E: email@example.com
A seasoned Product Management professional with demonstrated experience in creating results-
oriented product roadmaps, strong leadership among team members and efficient communication
across all stakeholders in successful product deliveries.
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.
• 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,
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
•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.
•Led all phases of application implementation and international product launch (product
development cycle: code-freeze, development, first and second integration, pre-production, and
production). This included making recommendation on implementation strategy, preparing
detailed requirements and release documentation, participating in cutover verification.
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)
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
UNIVERSITY OF CALIFORNIA, DAVIS
BS - Bachelor of Science, 1994
•12 years of enterprise software applications and online product management.
•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