Travis Rothlisberger
Product at Carson Group
- Role
- Vice President, Product Management at LPL Financial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Travis Rothlisberger
Data-driven Product Manager with experience driving the product roadmap from concept to creation.
Experience
Vice President, Product Management
Aug 2023 — Present
Lead a team of 4 product owners developing, integrating, and launching to market trading and rebalancing software into the core advisor platform.•Designed a waved onboarding and go to market strategy to align available platform features with compatible user segments for effective onboarding and a customer satisfaction score of 8.5/10.•Created analytic frameworks, established OKRs, and built out product analytics to measure performance and inform data-driven decision-making•Built user feedback loop incorporating user interviews, surveys, collaboration with support, and design usability tests leading to improving rebalance approval rates by 10%.
Education
UC Santa Barbara
B.A., Business Economics with an Emphasis in Accounting
2004 — 2008
Udacity
Data Scientist Nanodegree, Data Science
2020 — 2020
Skills
- Python
- Financial Services
- Leadership
- Trading
- Asset Allocation
- Agile Application Development
- Sql
- Equities
- Series 63
- Wealth Management
- Vba
- Fixed Income
- Financial Analysis
- Securities
- Finance
- Portfolio Management
- Series 7
- Options
- Equity Capital Markets
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