Kevin Lane

Skills

• Product Management & Strategy: Product Management, Product Strategy, Roadmap Development, Product
Lifecycle Management, Stakeholder Management
• Development & Tools: Agile (Scrum, Kanban), Jira, Confluence, API Integrations, AWS, SQL
• Analytics & Optimization: Product Analytics, A/B Testing, Mixpanel, Amplitude, UX Optimization
• Platforms & Technology: Digital Wealth Platforms, Advisor Technology, Mobile-First Product Development
• Domain Expertise: Fintech, Brokerage, Brokerage Operations, Digital Trading Platforms, Retail Trading Platforms,
Clearing And Custody Workflows, Regulatory Compliance
• AI & Innovation: AI-Enabled Functionality, Agentic AI In Investment Research

About

Senior Product Manager and FinTech product leader with deep experience building and scaling digital wealth management platforms across RIAs, broker-dealers, banks, and credit unions. I specialize in translating complex investment strategies, regulatory requirements, and quantitative models into intuitive, scalable digital experiences.

I’ve led strategic product development initiatives that strengthened competitive positioning, accelerated adoption, and expanded enterprise partnerships—earning industry recognition including Best Digital Solution Provider, 2024 Wealth Tech FinTech Futures Banking Awards.

Areas of expertise include:

-Digital onboarding, client risk assessment, and portfolio matching
-Custodian integrations, API-driven trading & automated rebalancing
-Workflow automation that reduces advisor effort and increases client capacity
-AI-driven investment strategy integrations and emerging crypto offerings
-ACH and PLAID-based banking connectivity

I’m known for bridging product, engineering, compliance, and business stakeholders to deliver solutions that meet SEC/FINRA requirements while improving operational efficiency and client engagement.

With a background spanning investment advisory, broker-dealer services, and algorithmic strategies, I focus on building high-impact FinTech products that scale responsibly and drive measurable business growth.

Certifications:
Professional Scrum Product Owner I (PSPO I) – Scrum.org