Emily Patterson
Morganton
Summary
Senior Product Management Leader with 18+ years of proven record of building and scaling intelligent products that merge data, automation, and user-centric design to drive measurable business growth for industry leaders like Wells Fargo & TIAA (Fortune 500). Thrives in leading cross-functional teams through full product lifecycles - from strategy and roadmap creation to launch and continuous optimization. Experience building and scaling 0→1 and products in regulated domains with deep roots in banking, compliance, and marketing technology. Highly experienced in product discovery, focus groups, and client-driven research, translating learnings into clear product vision and prioritized MVPs. Known for envisioning end-state products and breaking them into workable, phased delivery approaches that enable fast iteration and learning. Brings strong experience partnering with marketers, compliance teams, and clients in banking environments to deliver scalable, high-value brand and risk analysis products.. Adept at transforming 0→1 initiatives into scalable platforms by fostering collaboration, rapid experimentation, and an innovation-driven culture. Passionate about shaping the next generation of AI-powered products that deliver meaningful impacts.
Result-driven Product Line Manager with relevant experience in product development, market research, and strategic planning. Strengths include a proven ability to manage cross-functional teams, enhance product lines, and implement effective marketing strategies. Past roles have demonstrated success in improving product visibility, driving sales growth, and surpassing revenue goals.
Resourceful Product Line Manager known for high productivity and efficient task completion. Possess specialized skills in market analysis, strategic product planning, and cross-functional team leadership. Excel in communication, problem-solving, and adaptability, ensuring seamless collaboration and innovative product development strategies.
Quality-driven product manager with several-year background carrying products from conception to production. Excellent technical knowledge and presentation skills. Firm grasp of product composition, structure and applications.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Product Line Leader
PetScreening
Morganton
01.2025 - Current
- Spearheaded the end-to-end launch of PetScreening's new Short-Term Rental (STR) vertical enabling a smooth expansion into a new industry.
- Guided the rapid scaling from 1 to 6 major API integrations in a five month period, that was delivered in a third of the expected time through re-engineered cross-team delivery processes and formalized designengineering collaboration.
- Defined the STR product vision and roadmap, aligning stakeholders using relationship-building skills to deliver MVP.
- Led deep market research and user interviews, distilling vital compliance gaps and driving a 40% upturn in product adoption in a short timeframe while minimizing customer burdens.
- Defined engagement, adoption, and conversion metrics that were derived from cutting-edge AI and ML platforms, allowing for swift scaling and more responsiveness decision-making.
- Thrived as the main contact with multiple teams to create positioning/launch collateral, accelerating early adoption and onboarding of key platform partners as a strategic leader and trusted technical resource.
- Championed a product culture of rapid iteration and an experimental mindset that shortened cycle times and produced a 60% boost to release velocity.
- Developed product strategies aligning with market trends and customer needs.
- Collaborated with cross-functional teams to launch new product lines effectively.
- Oversaw product lifecycle management from concept to market introduction.
- Facilitated training sessions for sales teams on product features and benefits.
- Created comprehensive reports on product performance and customer feedback trends.
- Coached junior employees on best practices related to developing effective strategies for managing product lines.
- Reviewed sales data to identify trends in customer demand and product performance.
- Developed strategies for optimizing product lines, including pricing, promotions and new product introductions.
Managing Director
Lake James Tiny Houses & BnbChick Brand
01.2015 - 09.2024
- Drove portfolio performance and customer retention by achieving and maintaining a 90%+ occupancy rate through pricing optimization and strategic management of rental properties.
- Increased user acquisition and engagement by developing and executing data-driven go-to-market strategies, integrating insights into targeted campaigns and enhancing visibility within key market segments.
- Leveraged advanced analytics, automation tools, and AI-based market research to identify growth opportunities, refine positioning, and ensure continuous innovation.
- Reduced operational costs by 60%+ by implementing digitizing vendor management systems, streamlining processes through emerging technologies, and driving strategic negotiations.
- Delivered consistent YoY revenue growth by using revenue forecasting models and amenity expansions.
Director, Nurturing & Engagement
Marlette Funding
01.2021 - 12.2022
- Defined and executed product strategy by building, testing, and launching a suite of data-driven features and engagement tools, leveraging user behavior analysis to increase activation rates from 25% to 50% and reduce dormancy through intelligent re-engagement initiatives.
- Enhanced product engagement metrics by designing AI-powered communication workflows, resulting in a 100% boost to return logins and a 300% increase in interactions with previously inactive components.
- Partnered cross-functionally to design and optimize the onboarding journey, improving customer education, product adoption, and overall awareness of the product suite.
- Developed a Voice of the Customer (VoC) intelligence framework by collaborating with Data Science and Marketing Analytics teams, using machine learning-based segmentation and sentiment analysis to inform targeted campaigns, product features, and offers.
- Owned end-to-end product lifecycle management, defining value streams, go-to-market strategies, and feature roadmaps to drive long-term product growth and customer retention.
- Collaborated with internal and external creative partners to evolve product messaging, positioning, and UX content, aligning communications with a company-wide rebrand and product modernization strategy.
- Led automation of a communications engine that centralized engagement across products, reduced manual workload, and improved cross-platform efficiency.
Senior Credit Health Product Manager
Wells Fargo
01.2019 - 12.2021
- Developed and executed a customer focused credit health strategy roadmap, leveraging analytics and focus groups to develop products & scale 2 top credit education platforms serving 13M+ consumers.
- Identified high-impact opportunities for product innovation, successfully planning, testing, and launching new data-informed features and product expansions to drive user engagement and retention.
- Translated client and market insights into actionable product requirements, aligning cross-functional teams to deliver next-generation enhancements and intelligent customer experiences.
- Led vendor partnerships and research initiatives to inform product roadmap prioritization, incorporating customer data insights and model outputs to guide strategic development decisions.
- Directed competitive intelligence programs using benchmarking tools to identify emerging trends, product differentiators, and market gaps.
- Implemented advanced analytics to measure risks/KPIs across digital channels, leveraging anomaly detection and predictive risk modeling to optimize product health and customer trust.
- Collaborated with enterprise architecture and data engineering teams to design data framework to support AI rules engine across all products to improve customer experience when legacy systems could not deliver desired outcomes.
Vice President, Credit Health Product
Wells Fargo
01.2015 - 12.2021
- Developed and executed a customer focused credit health strategy roadmap, leveraging analytics and focus groups to develop products & scale 2 top credit education platforms serving 13M+ consumers.
- Identified high-impact opportunities for product innovation, successfully planning, testing, and launching new data-informed features and product expansions to drive user engagement and retention.
- Translated client and market insights into actionable product requirements, aligning cross-functional teams to deliver next-generation enhancements and intelligent customer experiences.
- Led vendor partnerships and research initiatives to inform product roadmap prioritization, incorporating customer data insights and model outputs to guide strategic development decisions.
- Directed competitive intelligence programs using benchmarking tools to identify emerging trends, product differentiators, and market gaps.
- Implemented advanced analytics to measure risks/KPIs across digital channels, leveraging anomaly detection and predictive risk modeling to optimize product health and customer trust.
- Collaborated with enterprise architecture and data engineering teams to design data framework to support AI rules engine across all products to improve customer experience when legacy systems could not deliver desired outcomes.
Digital Marketing VP
Wells Fargo
01.2015 - 12.2019
- Defined and executed customer led roadmaps, determining scope, budget, and milestones for complex, cross-functional initiatives while overseeing both technical and non-technical deliverables to ensure alignment with strategic objectives.
- Directed a 300-member multidisciplinary team, implementing backlog prioritization and analytics to maximize productivity, resource allocation, and delivery velocity across projects.
- Led data-driven stakeholder communication, coordinating steering meetings and presenting project performance dashboards and insights.
- Oversaw validation and UAT processes, ensuring accuracy, system reliability, and seamless integration during the deployment of 13 production-scale projects across enterprise environments.
- Partnered with marketing, client support, legal, operations, retail, call center teams to integrate product signup into campaigns & materials, resulting in an 85% increase in sign-ups.
Strategy Lead Investment Banking Capital Markets
Wells Fargo Securities
01.2013 - 12.2015
Product Owner, Consumer & Institutional
TIAA-CREF
01.2009 - 12.2013
Education
Bachelor of Arts - Philosophy & Political Science
Merrimack College
Skills
- AI Product Strategy
- Agentic AI
- LLM-Powered Workflows
- Product Leadership
- Prompt Engineering
- Agent Orchestration
- Multi-Agent Systems
- AI Workflow Design
- Model Validation
- AI Output Quality
- Roadmap Ownership
- Native Product Development
- Systems Thinking
- Orchestration Frameworks
- Data
Affiliations
- Rotary Club
- Red Cross
Certification
- Certified Agile Foundations
- Certified Product Owner
- Breakthrough Innovation Strategy: From Bold Idea to Business Impact Masterclass Certificate
Hobbies and Interests
- Biking
- Family
- Travel
- Podcasts
- Art
- Music
- Film
- Reading
Professional Highlights
- Drove a '0→1' product culture within a high-growth organization (PetScreening), fostering collaboration, rapid iteration, and an experimental mindset to cut cycle times and increase release velocity.
- Brought down operational costs by 60%+ at Lake James Tiny Houses by implementing AI-enabled vendor management systems, streamlining processes via emerging technologies, and handling negotiations.
- Promoted to VP Credit Health Product at Wells Fargo and developed and executed an AI-focused credit health strategy roadmap, leveraging predictive analytics, ML, and automation to enhance performance & scale 2 top credit education platforms serving 13M+ consumers.
- Aligned with enterprise architecture and data engineering teams to design AI-augmented solutions that improved the customer experience when legacy systems could not deliver desired outcomes.
Timeline
Product Line Leader
PetScreening
01.2025 - Current
Director, Nurturing & Engagement
Marlette Funding
01.2021 - 12.2022
Senior Credit Health Product Manager
Wells Fargo
01.2019 - 12.2021
Managing Director
Lake James Tiny Houses & BnbChick Brand
01.2015 - 09.2024
Vice President, Credit Health Product
Wells Fargo
01.2015 - 12.2021
Digital Marketing VP
Wells Fargo
01.2015 - 12.2019
Strategy Lead Investment Banking Capital Markets
Wells Fargo Securities
01.2013 - 12.2015
Product Owner, Consumer & Institutional
TIAA-CREF
01.2009 - 12.2013
Bachelor of Arts - Philosophy & Political Science
Merrimack College