About Invest-Trail

I'm a product leader with over 17 years of experience, but at my core, I'm a builder. I've had the privilege of shaping products at my own company, startups, and large organizations like Optum and Clearwater Analytics.

Here's the thing about working at major companies—you have nearly unlimited reach and resources to ensure your products succeed. But the achievements I'm most proud of? They're the ones where I built something from nothing and helped others along the way.

Building Invest-Trail, I leaned heavily on principles that have guided my career—customer obsession, frugality, and a bias for action. I didn't just jump into coding. I started with deep market research to understand the problem: individual investors were flying blind while institutions had all the tools. I ran focus groups to validate my assumptions, then conducted user testing to refine the UI/UX approach. Only when every signal pointed to genuine demand did I write the first line of code. It's the same discipline I'd bring to any enterprise product—just applied to something I'm building with my own hands.

That's exactly what Invest-Trail is. I taught myself full-stack development to build the platform I wished existed—one that gives everyday investors the same visibility into institutional moves that Wall Street has always had. No Bloomberg terminal required.