Charles Finklstein

V

Chief Product Officer

ViewpointAI

Jan 2024 - Current (1 year 5 months)

Viewpoint AI enables groups and organizations to make complex decisions faster with optimal results. We apply multiple AI techniques to build and utilize AI agents, digital representations of human, individual, and group decision-thinking, while capturing, preserving, and organizing expert and institutional knowledge for current and future collaboration. Our patent-pending AI-generated decisions are based on innovations with human knowledge modeling (HKM). We designed our system to accommodate specific industries and processes. We currently have industry templates and models for venture capital, human resources, legal, and higher learning admissions.

P

Chief Product Officer

Pure Technology Inc

Oct 2023 - Current (1 year 8 months)

Stealth Mode Data + AI for the hyper-effective marketing, advertising, and customer + partner engagement ecosystems

S

Chief Information Officer

SmartlockUnited States

Oct 2023 - Current (1 year 8 months)

SmartlockUS is like the Uber of Commercial and residential Locksmiths, with quality technicians and services on demand, at competitively low prices. Architect, implement, integrate, and operate Salesforce Sales Cloud and Marketing Cloud + SMS Magic integrated with Dispatch.me. Quickbooks Online. Procure configure, and operate IT systems for the company.

V

Chief Product Officer, Chief Information Officer

VIEPOINT.AI PURETECHNOLOGY.NYC SMARTLOCKUS.COM

Jan 2023 - Apr 2024 (1 year 4 months)

Building AI accelerated decision-making platform, AI targeted advertising services, and on-demand mobile locksmith services.

Director of Product Management

Salesforce

Dec 2019 - Mar 2023 (3 years 4 months)

Product leadership for Salesforce SaaS Pricing, licensing, Product Led Growth revenue innovations, improving and innovating the Lightning Platform, and internal DevOps. Invented and patented two generative AI solutions for End-to-End UX testing automation Lead long-range planning and strategy for the newly-formed Commercial Services Team, Salesforce's initiative to provide a next-gen architecture unifying the company's business models with its commerce, usage data, credit, license, and self-service UX, full-stack systems. Work across CDP, Your Account, established products across clouds and recently acquired products including Slack and Genie to develop and evangelize an enterprise architecture that spanned numerous current and future sy

Director, Product Management, Commercial Pricing Services

Salesforce

Jan 2019 - Jan 2023 (4 years 1 month)

Vision owner, multi-product owner, multi-team leader, evangelist, and leader of scrum masters. Full-stack pricing, revenue operations technology innovations across Salesforce product portfolio, unified role-based UX using telemetry, big data, AI/ML. Managed Lightning UI core platform technology and services for pro-code to no-code developers and UX end-to-end testers – Led innovation and security mitigations for Aura and LWC; Led DevOps UTAM development and early adoption. Transform monolith UI PaaS to cloud native and cloud neutral microservices. Led web/mobile, security improvements, automation models, pilot programs, customer, partner relations and success, GTM, messaging. Build vs Buy M&A analysis.

Director, SaaS Technology

Accela

Apr 2018 - Mar 2019 (1 year)

Recruited by CEO/Exec Chairman, reporting to Chief Customer Officer: Founder of Technology Adopter Program (TAP), for SaaS transformation initiative: C-level Strategies: Partner Alliances, (Mainly Microsoft), Architecture, Cloud Engineering, Product Development, Internal and Partner SaaS Readiness, Technical Sales and Marketing, meeting with customers across the US. Leading Strategic initiatives to migrate State, County and Local governments, from on-prem and hosted implementations to Azure Cloud SaaS Solution offerings. Migrated from legacy monolith to microservices in Azure. Focus on Database, cloud-scale BI and analytics strategy and partnerships. Build vs Buy M&A Analysis and Corp Dev. Customer Success Focused. Delivery and PMO.

Director, SaaS Technology

Accela

Jan 2018 - Jan 2019 (1 year 1 month)

Recruited by the CEO to lead migration and adoption of old on-prem monolith products, to Azure microservice Cloud SaaS solution. Led C-level strategy team on architecture, engineering, security, timelines, and roadmaps. Led strategic Government customer planning, sales evangelism, pilot migrations, and frequent customer executive briefings. Collaborated with Microsoft, partners for solutions. Led Adopter Program for pre-beta/beta and launch. Architected IaaS, Oracle to Azure SQL migration.

Founder and Head of Cloud Partner Ecosystem

NETAPP

Jan 2015 - Jan 2017 (2 years 1 month)

Recruited by VP of Cloud to build global cloud partner ecosystem. Founder of Cloud Partner Program; SIs, Tech and ISV Partners. strategic M&A Analysis and Corp. Dev. Top Cloud use cases- DevOps, Backup and Restore, Big-Data Analytics, Business Continuity and Disaster recovery, multi-cloud, Mobile, Video, Co-location managed storage, VDI, Security, etc. AWS and Azure, plus Google, Softlayer and OpenStack architectures. Create and manage synergy for partners and customers; speed up migration to cloud; use case innovations in data management with software-defined storage. Guiding technology, use case storytelling, and solutions selling with field reps and cloud-savvy partners; Customer success focused; Cloud Data, Storage Sovereignty, Speed

Head of Cloud Partner Program

NETAPP

Jan 2015 - Jan 2017 (2 years 1 month)

Architected and managed global cloud partner program to propel strategic growth. Created and managed development of cloud tech adoption solutions with NetApp partners and customers moving to hybrid and full cloud AWS, Azure, GCP IaaS, PaaS, and Marketplaces. Led solution selling to strategic customers, joint marketing, GTM, and co-selling. Drive field and partner enablement programs and architecture and solutions include BI, DevOps, Disaster Recovery, Video, Migration, multi-cloud, Data Mobility, BI, Security, SQL optimizations, and Media. Oversaw all verticals to successfully achieve cross-group KPIs 200% of goal Page 2 PROFESSIONAL EXPERIENCE (CONTINUED)

S

VP Engineering | Product Owner | Business Development | Marketing

SCAYLE

Jan 2012 - Jan 2013 (1 year 1 month)

Developed vision for aspiring start up. Performed product ownership, team building, engineering management, business development, QA leadership, and fundraising. Ensured customer success delivery and improved partner alliances. Led Agile process and overhauled development team. Managed AWS cloud and local software components utilizing Agile development practices, innovation, and customer and partner feedback. Utilized UX, Windows, and Mac. Used Linux AWS based infrastructure ecosystem. Utilized Atlassian (JIRA, Confluence…) Customers: Media, IT, Legal, Medical, and Engineering and consumers.

S

VP Engineering /Product Owner/Business Dev./Marketing

SCAYLE

Jan 2012 - Jan 2013 (1 year 1 month)

Promising start-up leadership: Performed vision, product ownership, team-building, engineering management, business development and QA leadership, Fundraising. Customer Success delivery. Partner Alliances. Recruited for year-long engagement to harmonize vision, agile process and take it to the next level, overhaul development team. Managed AWS cloud and local software components utilizing agile development practices, innovation, customer and partner feedback. UX. Windows, Mac. Linux AWS based infrastructure as a service ecosystems. Utilized Atlassian (JIRA, Confluence, Greenhopper) and Subversion for development and QA. Customers include Media, IT, Legal, Medical, Engineering verticals and consumers

Product Owner of ScopraMedia - Advisory Board Member

Smartek

Nov 2010 - Aug 2012 (1 year 10 months)

Strategic planning, engineering, product development, go to market guidance, bus. dev, strategic relations, partnerships, invention: Delivered product/service visions, competitive analysis, pricing, beta marketing, architecture and user experience planning, funding for Scopramedia - Co-inventor and co-patent author. Customer and partner business development. Cloud based architecture running on AWS and Azure. support for Silverlight and Flash, natural language search, based on Microsoft and LAMP stacks, Support for Sharepoint, Lync Server, Advertising technologies and targeting. o Real Networks Helix Server o Ooyala Backlot o Microsoft IIS with Media Services o Flash Media Server o Wowza Media Server o Flash, Silverlight or HTML 5 video pla

C

Managing Director | Owner

CHARLES FINKELSTEIN CONSULTING LLC

Apr 2010 - Mar 2015 (5 years)

Seasoned expert on technology, digital transformation, innovation and competitive strategy, Cloud dev and migration, consulting on architecture and workflows, storytelling, evangelism, invention, startups, incubation to market, strategic planning, and investment. Program, product, business, and organizational development, IT consulting; Build vs Buy M&A, Due diligence research reporting and Corp Dev. Guiding transformation and move to the cloud, SaaS offerings to grow revenue. Video/Audio and ad Ecosystem Developed patented concepts around consumer's managing privacy and personal data in balance with all of the big data sites. Bridging the Web privacy, ID and Data ecosystem to the Blockchain, privacy, data and tokens ecosystem. Past cl

C

Managing Director | Owner

CHARLES FINKELSTEIN CONSULTING LLC

Jan 2010 - Jan 2015 (5 years 1 month)

CIO at BaxterBoyer, an M&A startup. Served as Agile startup consultant to lead vision, management, product, program, IP and patent development, organizational and digital transformation. Led investor relations and innovation. Authored patents, cloud, partners and alliances, joint development, GTM, strategy, growth, and readiness. Clients included: Sonatype DevOps Products, Services and Solutions. Served as strategy consultant for SaaS, partners, co-marketing, architectures, and adoption.

Principal Group Program Manager

Microsoft

Jan 2000 - Mar 2010 (10 years 3 months)

2009-2010 Overhaul MSN’s large-scale, cloud-based editorial curation, publishing, & personalization tools, system, content & ad ecosystem. Cross group, international project mgmt.; cloud rendering of home and landing pages, big data for targeting, analysis. IT and operations. Mentored staff. Market, User, Editor, Operations, and Advertising BI built on Omniture, Microsoft and 3rd parties. 2006-2009: Expression and Silverlight Founder, Created Expression Encoder; Managed vision, led PM team, 3 version cycles, no-code Silverlight tools, ship; customer, partners - Partnered for cross-platform, predecessor of Azure Media Service (Cloud engine, object model), Evangelist. Social outreach. Build vs Buy M&A Analysis. Mentored PM team. Patents,

Group Manager

Microsoft

Sep 1996 - Jan 2000 (3 years 5 months)

1998-2000 - Group Manager TechNet Content & Events: WW ITPro and Developer community, Windows 2000 and Windows Server Evangelism, SharePoint eLearning content development, case study videos, publishing, train the trainer media, WW events, mined “Big Data” in SQL server for audience analytics, International presenter, led 5 Agile SW and Media teams. All deliverables on time and in budget. Mentor. Customer Sat and Training, Marketing and Sales BI on Microsoft, and many 3rd Party Solutions. 1996-1998 Group PM, Microsoft IT: Strategic IT management across business units, client desktop. hardware and software evaluation and standards; drove Microsoft product innovation and accountability to meet internal need, drove pilots, showcases, (eat our

Principal Group Program Manager

Microsoft Corporation

Jan 1992 - Jan 2010 (18 years 1 month)

MBA equivalent experience in engineering, sales, marketing, business, strategy, and organizational development patents. Founder of Silverlight + Expression: Group Program Manager of Expression Encoder. Managed vision, PM team, 3 versions video and audio tools, Agile, SDLC, Led partner ecosystem, and the early adopter program. Led AI and readiness materials. Windows Media Principal Program Manager: Managed partner ecosystem, GTM, and vision. Utilized expert management of MovieMaker, DVDMaker features, AI, Microsoft SDLC "quality gates", threat analysis and Privacy. PII expert and evangelist. Mentored staff. GPM MSTV tools startup: vision to 3 versions, SDK, partners, Scrum/Agile development and delivery, and Visual Studio integration. Led

Charles Finklstein

About

Detail

Contact Charles regarding:

Timeline

Résumé

Languages:

Charles's behavioral traits
Charles's likely patterns of behavior, thought, values, and emotion. Based on the HEXACO model, OCP instrument, and Torre’s own research.