Amy Hoffman
Member, Open Banking Working Groups at Financial Data Exchange | Pacifica, California, United States
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Amy S. Hoffman is a seasoned product management expert with a strong focus on enhancing customer experience through innovative solutions in the financial services sector. Currently serving as a member of the Financial Data Exchange (FDX) Consent and User Experience Working Groups, Amy plays a pivotal role in ensuring compliance with the Consumer Financial Protection Bureau (CFPB) 1033 regulations. Her expertise in open banking and user experience design is instrumental in shaping standards that facilitate secure, user-permissioned access to financial data, ultimately empowering consumers and enhancing their interactions with financial institutions.
In her previous role at Wells Fargo, Amy was a key representative for the FDX, where she contributed to the development of industry standards that prioritize security and user consent in financial data sharing. Her collaborative approach and ability to navigate highly regulated environments have enabled her to align diverse stakeholders around a common vision, driving product development that meets both regulatory requirements and user needs.
Amy's skills in coaching and mentoring, along with her proficiency in defining key performance indicators, allow her to lead teams effectively while fostering a culture of continuous improvement. With a background in equities and trading, complemented by her Series 7 certification, she brings a comprehensive understanding of the financial landscape to her work. As she continues to engage with the FDX, Amy remains dedicated to advancing user experience and product design, ensuring that financial data access is not only secure but also intuitive and user-friendly.
Member, Open Banking Working Groups at Financial Data Exchange in March 2019 to Present
Executive Director - Open Banking at Wells Fargo in June 2024 to Present
Director of Product Management, Market Experience at Dow Jones in June 2022 to May 2024
Sr. Lead Digital Product Manager - Open Banking/Data Sharing APIs at Wells Fargo in June 2016 to June 2022
Head of Trading Products & Partnerships at Banjo AI in August 2015 to June 2016
Senior Manager, Product Management - Options Trading Platforms at Charles Schwab in December 2013 to August 2015
Derivatives Instructor at UC Berkeley Extension in September 2009 to December 2014
Manager, Product Management - Brokerage Lending at Charles Schwab in April 2012 to December 2013
Sr. Manager, Product Management - Trading Platforms at E*TRADE in July 2008 to March 2012
Co-Founder/Head of Product at Market Compass, Inc. in June 2000 to June 2008
Derivatives Trader - Market Maker at NYSE Euronext in March 2000 to June 2008
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Organizational Effectiveness
Negotiation
Functional Requirements
Technical Specs
Problem Solving
Presentations
C-Level Leadership
Electronic Payments
Team Leadership
Capital Markets
Cross-team Collaboration
0-1 Launches
Business-to-Business (B2B)
Online Marketplace
Cross-Functional Team Building
University Teaching
Training
Coaching & Mentoring
SAFe Agile
Banking
FinTech
Communication
Leadership
Data Analytics
Go-to-Market Strategy
Product Launch
Agile Methodologies
Software as a Service (SaaS)
Project Management
APIs
Strategic Planning
Product Management
Scrum
Strategy
JIRA
Financial Services
Product Strategy
Product Innovation
Management
Strategic Partnerships
Artificial Intelligence (AI)
Financial Markets
Customer Experience
Market Analysis
Key Performance Indicators
Regulatory Compliance
Legal Compliance
Instructional Design
Marketing Strategy
Open Banking
Embedded Banking
Margin
Futures Trading
Electronic Trading
Mobile Applications
Machine Learning
Customer Journeys
Customer Relationship Management (CRM)
ETFs
Education
Higher Education
Writing
Business Management
Business Analytics
Product Marketing
Software Patents
Product Vision
Data Analysis
Options
Derivatives
Equities
Trading
Risk Management
Portfolio Management
Investments
Financial Risk
Series 7
series 3
Trading Systems
Commodity Markets
Equity Derivatives
Analytics
Options Strategies
Analysis
Brokerage
Start-ups
FINRA
Business Development
Technical Analysis
Competitive Analysis
Series 63
Business Strategy
Derivatives Trading
User Experience
Product Development
Product Design
Agile Web Development
Usability Testing
Agile & Waterfall Methodologies
Cross-functional Team Leadership
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Discover more about Financial Data ExchangeWhat is Amy S Hoffman email address?
Email Amy S Hoffman at [email protected] and [email protected]. This email is the most updated Amy S Hoffman's email found in 2026.
What is Amy S Hoffman phone number?
Amy S Hoffman phone number is 415-640-6571.
How to contact Amy S Hoffman?
To contact Amy S Hoffman send an email to [email protected] or [email protected]. If you want to call Amy S Hoffman try calling on 415-640-6571. (updated on March 30, 2024)
What company does Amy Hoffman work for?
Amy Hoffman works for Financial Data Exchange
What is Amy Hoffman's role at Financial Data Exchange?
Amy Hoffman is Member, Open Banking Working Groups
What industry does Amy Hoffman work in?
Amy Hoffman works in the Financial Services industry.
Amy Hoffman Email Addresses
Amy Hoffman Phone Numbers
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