Brandon Davis
About
I'm a product manager focused on the parts of B2B Fintech where data moves between systems: invoice platforms, integrations, client portals, and the workflows that hold them together.
I've held a number of different roles in the Fintech space ranging from software support to implementation/project management before to finally finding my home in product management.
Obsessed with personal finance, live for problem solving, and always tinkering with something on the side.
Here is a bit more about me:
4+ years owning a client engagement portal for wealth managers. 2+ years owning a centralized invoice data platform powering internal and external applications in accounts payable.
9+ years on products and integrations across trading platforms, portfolio accounting systems, and client portals in the investment software space. The most recent 2+ years on platforms in accounts payable software.
Split between APIs, ETL pipelines, event-driven systems, and batch file processing.
Education & Certifications
