Roberto Gonzalez

Lead Product Manager

FINRA

Jan 2024 - Jan 2025 (1 year 1 month)

As Lead Product Manager, I accelerated the modernization of compliance and reporting platforms serving over 4,000 financial institutions, driving regulatory accuracy, data transparency, and process automation across FINRA's digital ecosystem. I owned the end-to-end lifecycle for compliance and reporting tools, defining a long-term product roadmap aligned with FINRA's modernization strategy, which balanced regulatory accuracy with delivery velocity. My efforts improved process efficiency by 28% and data accuracy by 40% across these institutions, cutting the average audit cycle time by 3 days. I introduced an ROI-based backlog prioritization model that increased sprint throughput by 20% and championed Agile methodologies and OKR adoption acro

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Technical Advisor

Global HealthTech Expansion at Dr Simi

Jan 2024 - Current (2 years 10 months)

Advised executive leadership on U.S. market entry and multi-platform integration strategy for a cross-border healthtech venture, aligning telehealth, HR, and e-commerce ecosystems under a unified SaaS architecture. Drove digital-platform strategy for multinational health and wellness venture entering the U.S. market, covering telehealth, HR, and e-commerce ecosystems. Launched three integrated SaaS platforms in 12 months, enabling full patient-to-purchase experience; reduced implementation time 30%. Reached over 1M new users in first 6 months. Increased repeat engagement 43% via UX redesign, referral incentives, and continuous A/B testing. Built a real-time analytics stack tracking adoption, conversion, and churn KPIs across 5 product lines

Senior Product Manager

Keller Williams

Jan 2020 - Jan 2021 (1 year 1 month)

Directed marketplace product roadmap across insurance and mortgage verticals, launching multi-line financial tools integrated within Keller Williams' digital platform ecosystem. Directed marketplace product strategy for insurance and mortgage verticals; launched 3 new products in 12 months. Improved lead-to-application conversion 27% through user-experience redesign and testing. Introduced Errors & Omissions program delivering $1 M+ annual savings to franchisees. Architected A/B testing and feedback frameworks increasing customer satisfaction scores. Promoted to Director of Product & Partnerships for measurable revenue and adoption growth.

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Director, Product & Partnerships

Keller Covered Keller Williams

Jan 2020 - Jan 2024 (4 years 1 month)

Oversaw end-to-end product, GTM, and partnership strategy for a national insurtech marketplace connecting 170K real estate agents and multiple carriers through real-time quoting and CRM automation. Built and launched nationwide insurance marketplace for 170K realtors and multiple carriers. Transformed mono-line lead tool into multi-carrier, real-time quoting platform generating $5 M+ written premiums in Year 1. Drove GTM launch from concept to scale in 12 months; negotiated carrier partnerships. Grew conversion 33% via UX redesign, CRM automation and targeted lifecycle campaigns. Implemented BI stack (Tableau / Power BI) integrating sales, policy, and marketing data for real-time CAC / LTV tracking. Led cross-functional team of 40 (PMs, des

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Co-Founder & CFO

Uhma Salud

Jan 2016 - Jan 2019 (3 years 1 month)

Co-founded and scaled a healthtech platform to 350K+ users across B2B and B2C channels, leading product, finance, and distribution strategy with major insurance partners (MetLife, AXA, NY Life). Scaled platform from zero to 350 K+ users across three product iterations (B2B + B2C). Developed scheduling workflows and automated task management features in multi-tenant SaaS environments. Grew revenue 251% and EBITDA 373% in two years through pricing optimization and automation. Secured exclusive distribution with MetLife, NY Life, and AXA; expanded nationwide footprint. Directed 40-person team; implemented analytics automation cutting overhead by 25%.

Project & Program Senior Manager

Taco Holding

Jan 2014 - Jan 2016 (2 years 1 month)

Managed enterprise digital and operational transformation for nine restaurant brands, integrating ERP systems, pricing models, and nationwide franchise programs. Unified ERP and pricing across 9 brands; increased margin 12%. Grew a national franchise & catering model across multiple brands within 12 months.

Investor Relations Manager

GRUPO SPORTS WORLD

Jan 2010 - Jan 2014 (4 years 1 month)

Established the company's first IR function post-IPO, driving shareholder engagement, analyst coverage, and institutional equity growth in Mexico's public markets. Established first IR department post-IPO, boosting trading volume by 100% in 12 months. Secured 5 analyst coverages and increased institutional equity participation.

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Roberto Gonzalez

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