Gabrielle T.

Gabrielle T.

B2B Product Manager @ Betterment

About

Strategic Product Operations and Program Management professional with a track record of leading cross-functional initiatives that drive automation, scalability, and measurable business impact across fintech and consumer tech. I bring a unique blend of operational strategy, data analytics, and change management—transforming complex systems into streamlined, scalable solutions. Currently at Betterment, I work as a Senior Product Operations Associate on the Broker Dealer product, where I leverage data analytics, workflow automation, and process improvement to optimize product features to enhance the customer experience and increase operational efficiency. I also spearhead adoption of AI tools and process governance initiatives that align product, engineering, and operations through OKRs and data-driven reporting. My background spans finance operations, product enablement, and risk management, with experience at Morgan Stanley and Billie Inc. building data-informed solutions that strengthened market insights, customer experience, and operational efficiency. A global business graduate of Baruch College and Waseda University (Tokyo), I bring a multicultural and analytical perspective to problem-solving. Proficient in SQL, Python, Looker, Metabase, JIRA, Zapier, Asana, and Zendesk, I leverage technology to drive decision-making, process improvement, and cross-team collaboration. I’m passionate about bringing order to chaos—bridging business, product, and technology to deliver systems that scale intelligently and sustainably. 🔹 Core Skills: Program & Change Management | Product Operations | Process Optimization | Automation Strategy | Data Analytics | Risk & Dependency Management | Stakeholder Alignment | Cross-Functional Delivery | Agile/Scrum | SQL & Python

Country

United States

City

New York

Industry

Financial Services

Skill

Project Planning, Software Project Management, Product Design, Internal Audits, Financial Audits, Auditing, Bank Reconciliation, General Ledger Reconciliations, Data Reconciliation, Reconciling Reports, Mutual Funds, Cloud Computing, Amazon Web Services (AWS), Databases, Financial Analysis, Financial Reporting, Dividends, Trade Support, DTC, Securities Lending

Experience

Betterment

B2B Product Manager

Betterment

LinkedIn
2026-2 - Present · 8 mos

New York City Metropolitan Area

Betterment

Senior Operations Associate

Betterment

LinkedIn
2025-8 - 2026-3 · 8 mos

New York, New York, United States

Optimized Broker Dealer operations by enhancing efficiency, scalability, and agility through SQL, Asana, Zapier, JIRA & Zendesk. Led the adoption of project management tools acting as liaison between Ops and PDE for process automation. Designed and implemented a scalable money-movement automation framework for ACATS & DTC transfers, leveraging data to optimize flow which reduced processing time by 23%, incident payouts by ~$7k/monthly, and increased onboarding efficiency.

Betterment

Operations Associate

Betterment

LinkedIn
2024-3 - 2025-8 · 1 yr 6 mos

New York, New York, United States

Improved tax reporting accuracy by calculating cost-basis and auditing unsupported assets, reducing manual corrections by 9%. Developed automated risk checks to identify and mitigate fraudulent activities from high-risk customers through manual ID reviews and introduced protections for at-risk senior users powered through researching current AI capabilities.

Billie

Customer Experience: Data Analytics

Billie

LinkedIn
2021-9 - 2023-12 · 2 yrs 4 mos

New York City Metropolitan Area

Billie

Quality Assurance Rotational Program

Billie

LinkedIn
2020-9 - 2021-9 · 1 yr 1 mo

New York City Metropolitan Area

Work closely with the tech team and Project Manager using agile scrum methodology to locate any discrepancies with the website that may cause problems for customers.

Billie

Customer Experience Associate

Billie

LinkedIn
2019-10 - 2021-9 · 2 yrs

New York, United States

Handle high-volume voicemails, texts, and emails and collaborate with multiple departments to resolve invoicing and shipping problems. Use company troubleshooting resolution protocol to evaluate technical problems while leveraging personal expertise to find appropriate solutions.

Morgan Stanley

Capital Markets Summer Analyst

Morgan Stanley

LinkedIn
2022-6 - 2022-8 · 3 mos

New York, United States

Project Destined

Program Manager

Project Destined

LinkedIn
2021-8 - 2022-6 · 11 mos

New York City Metropolitan Area

Project Destined

Commercial Real Estate Intern

Project Destined

LinkedIn
2021-6 - 2021-8 · 3 mos

New York City Metropolitan Area

IBM

Technology Sales Extern

IBM

LinkedIn
2021-6 - 2021-8 · 3 mos

New York City Metropolitan Area

Harvard Business School

VPE Participant

Harvard Business School

LinkedIn
2021-6 - 2021-6 · 1 mo

During Harvard's Peek Week, a pre-masters program geared towards introducing Business School prospects to life at Harvard, we used the Case Study Method to question our own managerial choices as they evolve with different stimuli from our environment.

Goldman Sachs

Finance Intern at GS 2021 Women's Possibilities Summit

Goldman Sachs

LinkedIn
2021-1 - 2021-6 · 6 mos

New York City Metropolitan Area

Citi

CITI Early ID (EID) Program: Finance Intern

Citi

LinkedIn
2021-2 - 2021-5 · 4 mos

New York City Metropolitan Area

Wells Fargo

Corporate & Investment Banking – Diverse Pathways

Wells Fargo

LinkedIn
2021-4 - 2021-4 · 1 mo

New York City Metropolitan Area

Credit Suisse

Technology Women’s Mentor Program

Credit Suisse

LinkedIn
2021-3 - 2021-4 · 2 mos

New York City Metropolitan Area

Education

Baruch College

Baruch College

LinkedIn

International Business

2020-1 - 2023-5 · 3 yrs 5 mos

Minor in Finance and Japanese

School of International Liberal Studies, Waseda University

School of International Liberal Studies, Waseda University

LinkedIn

Business; US/Japan Relations

2022-1 - 2023-2 · 1 yr 2 mos

Study Abroad

Gabrielle T.'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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