# Dakota Radigan — Senior Product Manager

> Senior Product Manager with 8+ years in Finance and 5+ years shipping data-driven investment solutions. Expert in validating client and operational pain points and translating them into functional specifications that drive measurable business impact. Combining deep investment operations knowledge with technical fluency (Python and AI) and a bias for action.

- Site (chat with an AI assistant about this resume): https://www.dakotaradigan.io
- Resume as JSON: https://www.dakotaradigan.io/api/resume
- MCP endpoint (streamable HTTP, one tool: get_resume): https://www.dakotaradigan.io/mcp
- Email: dakotaradigan@gmail.com
- LinkedIn: https://linkedin.com/in/dakota-radigan
- Location: Seattle, WA

## Experience
### Vice President, Senior Product Manager — Parametric Portfolio (Morgan Stanley) (Jan 2024 - Present)
Leading product strategy and technical partnerships for investment solutions at a leading direct indexing firm.
- Led investment integration with a major financial institution, aligning internal/external stakeholders and technology teams to deliver pilot, securing $32M initial AUM and a $2B+ pipeline
- Led the launch of a new investment solution that created new operating workflows across teams, unlocked targeted GTM campaigns, and supported ~$30M in AUM within 6 months
- Led cross-functional working groups across Trading, Operations, Research, Technology, Client Service, Portfolio Management to design and launch mutual fund trading workflows, risk data integration, and custodian-specific controls for high-value opportunities, including a major financial institution's ~$40B MF market and another major partner's platform integration

### Vice President, Product Manager — Parametric Portfolio (Morgan Stanley) (Jan 2023 - Jan 2024)
Drove product innovation and cross-functional alignment for investment platform features.
- Awarded firm-wide 'Commitment to Excellence' for leading a scalability initiative that saved 2,500+ operational hours annually through workflow design and feature enhancements
- Partnered with Sales on $200M+ in enterprise deals, acting as the technical SME to translate complex client requirements into executable specifications and ops workflows
- Established product analytics to monitor feature adoption/use, identifying friction and pain points to drive data-backed roadmap prioritization

### Analyst, Product Management — Parametric Portfolio (Morgan Stanley) (Jan 2021 - Jan 2023)
Scaled direct indexing product suite and led platform configuration for new investment strategies.
- Prototyped a Python-based self-service tool for the C-suite, demonstrating the viability of ongoing digital service concepts
- Scaled the direct indexing suite by launching 18 new benchmark strategies within 9 months, leading platform configuration to drive $100M+ in new AUM
- Engineered SQL reporting and heatmaps to diagnose bottlenecks and drive targeted CRM optimizations across Sales, Client Service, and Operations

### Supervisor, Account Onboarding — Parametric Portfolio (Morgan Stanley) (Jul 2019 - Jan 2021)
Led account onboarding team and collaborated with engineering to build internal tools.
- Led a team of 11 directly overseeing the strategic onboarding of $493M in assets (1,200 accounts), optimizing daily operations to improve onboarding times by 4 hours
- Direct dotted line into Engineering as a QA, helping to design and test two internal workflow tools that digitized manual tasks and improved process reliability
- Built SQL-based rule systems and Excel models to validate complex logic prior to implementation, reducing errors and provided onboarding metrics

## Projects
### Resume Assistant: AI-Powered Professional Portfolio — Interactive chatbot reimagining how recruiters discover talent through conversational AI
- Impact: Transforms resume experience from passive reading to interactive discovery. Demonstrates forward-thinking product development and provides working proof of AI/ML engineering expertise. Creates memorable differentiation and interview conversation starters.
- Stack: Claude (Opus 4.8 + Sonnet 5, Haiku router), SSE Streaming, Hybrid RAG (Vector + BM25), Qdrant Vector DB, FastAPI, Python, OpenAI Embeddings, MCP, JavaScript, Custom CSS

### Ben AI: Intelligent Benchmark Assistant — Full-stack AI chatbot: Personal PoC to production deployment reducing advisor research time from hours to seconds
- Impact: Reduced research time from hours/days to seconds, enabled organic SMAP ecosystem retention, created visible client-facing innovation. Projected to handle 3,500+ annual inquiries autonomously.
- Stack: GPT-4o, RAG Pipeline, Pinecone Vector DB, FastAPI, WebSocket/REST, Python, text-embedding-3-small, Intent Classification, Function Calling

### SQL Analytics Framework — Data-driven product usage analytics and roadmap prioritization
- Impact: Increased feature utilization by 20%, data-backed roadmap prioritization
- Stack: SQL, Data Analysis, Product Analytics

### Python Self-Service Tool for C-Suite — Executive dashboard prototyping digital service concepts
- Impact: Validated digital service concept, secured buy-in for ongoing development
- Stack: Python, Automation, Data Visualization

## Skills
- Product Strategy: Product Launches, Product Design, Roadmap Definition, GTM Strategy, OKR/KPI Development, User Research, Customer Journeys, Investment Operations
- Technical: AI Product Development (LLMs, RAG, AI Agents), Python & SQL, API & Backend Systems (FastAPI, REST, WebSockets), Vector Databases & Search (Qdrant, Pinecone), System Design & Application Architecture, Cloud & Web App Deployment (AWS, Railway, Vercel, Netlify), Product Delivery & Collaboration (Jira, Confluence, Figma)
- Leadership: Cross-Functional Team Leadership, Stakeholder Management, Executive Communication, Strategic Partnerships/Relationships, Client Service

## Certifications
- PCAP - Certified Associate Python Programmer — Python Institute
- AI Product Management — Product Faculty (OpenAI-led)
- Finance Certification — Washington State University
- Using Python with Databases — Coursera
- Using Python to Access Web Data — Coursera
- AI Fluency: Frameworks & Foundations — Anthropic
- Introduction to Model Context Protocol — Anthropic
- Grokking the Fundamentals of System Design — Educative