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Joseph Mortiere
Joseph Mortiere
AI Product Leader

AI Product Lead · OneDigital

Turning emerging AI
into real products

I build LLM-powered platforms, agent ecosystems, and intelligent workflows that create measurable outcomes — not just demos.

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Joseph Mortiere
Joseph Mortiere, MBA
AI Product Leader · Dexter, MI
Generative AI LLM Workflows AI Agents AI Building Vibecoding Enterprise AI Product Strategy
0+
Enterprise Clients
$0M+
Reclaimed Advisor Capacity
0+
Years in Product
$0M+
Enterprise Program Impact
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Career

Professional Experience

A decade building products at the intersection of technology and business — from Ford's connected vehicle platform to AI-powered advisor ecosystems.

AI Product Lead
OneDigital · Remote
June 2024 – Present
  • Lead product strategy and delivery across OneDigital's client-facing verticals — directing a team of 5 product managers and AI builders to meet the product and AI needs of every practice.
  • Directly own MyOneDigital, the firm's AI-enabled Salesforce Experience Cloud platform serving 2,000+ enterprise clients, and lead the Wealth practice's AI product roadmap.
  • Shipped an AI financial-planning coworker across the Wealth organization that saves advisors 30–45 minutes per client meeting — roughly 8–10 hours per advisor each week — reclaiming an estimated $18M+ in annual advisor capacity across 225 advisors, validated through advisor surveys and productivity metrics.
  • Reinvested that reclaimed capacity into growth — leading an AI growth-intelligence capability that surfaces expansion opportunities from external market signals (money in motion, IPOs, M&A) and household relationship mapping, within and beyond advisors' existing books of business.
  • Architect AI products on top of unstructured enterprise data — designing integration across Snowflake, Salesforce, Microsoft Dynamics 365, and financial-planning systems via API endpoints and MCP servers, and partnering with engineering to build production agents (Cassidy AI) that meet SSO, security, and scale requirements.
  • Prototype rapidly with Claude, Claude Code, and Replit to validate AI product concepts before committing production investment.
  • Scaled AI adoption across the business — enabling a cohort of 40 business-user builders and turning their high-value homegrown products into supported, enterprise-ready platform capabilities.
  • Advise executive leadership on AI investment priorities, translating emerging model capabilities into product strategy and prioritization decisions.
Senior Sales Enablement PM
Huntington National Bank · Remote
June 2022 – June 2024
  • Spearheaded enterprise sales enablement and digital transformation — CRM optimization, workflow modernization, and lead-generation strategy — for a 3,000+ user commercial banking organization.
  • Delivered $2M+ in operational cost savings through platform consolidation, workflow optimization, and measurable gains in sales productivity.
  • Transformed a consultant-built lead-generation platform into a scalable internal Salesforce product, improving pipeline visibility and execution across the sales organization.
  • Redesigned commercial banking workflows in partnership with sales leadership and operations, driving measurable improvements in usability, pipeline visibility, and deal execution.
Digital Sales Product Manager
Thomson Reuters · Ann Arbor, MI
November 2019 – June 2022
  • Led digital commerce strategy for Tax & Accounting — launched self-serve try-and-buy experiences and pricing experiments generating $500K+ in online transactions.
  • Drove conversion optimization through rapid experimentation and analytics, partnering across product, sales, marketing, and CRM to modernize the end-to-end customer acquisition journey.
Advanced Engineering Product Manager
Ford Motor Company · Dearborn, MI
January 2018 – November 2019
  • Led development of connected-vehicle and fleet-management capabilities within Ford Commercial Solutions, delivering 10+ enterprise APIs supporting telematics, remote vehicle functionality, diagnostics, and fleet operations.
  • Commercialized connected-vehicle technologies across 10,000+ vehicles, enabling integrations across Ford's commercial fleet ecosystem.
Supply Chain Systems Product Manager
Ford Motor Company · Dearborn, MI
January 2017 – January 2018
  • Led supply-chain modernization workstreams within a global program that delivered ~$150M in cost savings — owning vehicle tracking, logistics visibility, and operational-efficiency initiatives across multiple teams.
  • Managed agile delivery, stakeholder coordination, and enterprise modernization across a complex, multi-team program environment.
SAP Warehouse Management Business Analyst
Ford Motor Company · Dearborn, MI
March 2015 – December 2016
  • Supported enterprise SAP Warehouse Management implementations across Ford's North American parts-distribution network, focused on operational modernization and business-process optimization.
  • Drove testing automation and enterprise system deployment, improving operational accuracy and accelerating go-live timelines across distribution facilities.
In Practice

AI, Applied

Concrete AI products I've built and shipped — the outcomes behind the skills.

🧑‍💼
Shipped
AI Financial-Planning Coworker

Shipped an AI coworker across the Wealth organization that preps advisors before every client meeting — reclaiming an estimated $18M+ in annual advisor capacity, validated through advisor surveys and productivity metrics.

$18M+
Reclaimed Capacity
225
Advisors Served
30–45
Min Saved / Meeting
In Development
📈
AI Growth-Intelligence Engine

Leading development of an AI capability to surface expansion opportunities from external market signals — money in motion, IPOs, M&A — and household relationship mapping.

Targeting 2,000+ enterprise clients
Shipped
🔌
Enterprise Agent Integration

Architected production agents (Cassidy AI) integrated across Snowflake, Salesforce, and Microsoft Dynamics 365 via API endpoints and MCP servers, built to meet SSO, security, and scale requirements.

Snowflake · Salesforce · Dynamics 365
Ongoing
⚡
Rapid AI Prototyping

Prototype directly with Claude, Claude Code, and Replit to validate AI product concepts before committing production investment.

Claude · Claude Code · Replit
Shipped
🌱
AI Adoption at Scale

Turned a grassroots cohort of business-user builders' homegrown AI tools into supported, enterprise-ready platform capabilities.

40 business-user builders enabled
Live
💬
This Site Is the Proof

This interactive resume is itself a shipped AI product — a live Claude-powered agent built from my actual career history, not a mockup.

Built & deployed with Claude
Education
MBA
Wayne State University
Information Systems & Supply Chain
BBA
Univ. of Michigan-Dearborn
Information Technology Management
Certification
Cornell University
Digital Transformation
Beyond the Day Job

Outside the Office

Building, teaching, and giving back — a few things I'm proud of outside my core role.

Tailgate Connect
Executive Board Member & Co-Founder
Tailgate Connect, LLC
Current

Co-founded Tailgate Connect, a digital marketplace connecting fans with premium tailgate experiences at sports and live events. Rebuilt the platform on an AI-first technology stack — focused on rapid development, automation, scalability, and UX. Guide product strategy, platform growth, and digital operations at the board level.

tailgateconnect.com
Nova Southeastern University
Adjunct Professor — MIS
Nova Southeastern University
Current

Instruct graduate and undergraduate students in Management Information Systems — covering enterprise systems, digital transformation, data-driven decision-making, and AI concepts. Focused on preparing students for modern careers at the intersection of business and technology.

Rocket Mortgage Classic
Co-Chairman, Volunteer Transportation
Rocket Mortgage Classic · PGA TOUR
Annual

Lead volunteer transportation operations for one of the PGA TOUR's premier events in Detroit — coordinating logistics and transportation workflows for tournament volunteers and operational staff throughout tournament week.

Michigan Party Time Rentals
Owner & Founder
Michigan Party Time Rentals
Current

Founded and grew an event rental company from the ground up in southeast Michigan — building it into a competing party rental business in the region. Manages full business operations and is actively expanding across southeast Michigan.

michiganpartytimerentals.com