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rcolocho/README.md

Robin Alexander Colocho

Senior Product Manager · AI × Fintech × Clean Energy · Oceanside, CA

LinkedIn · Didim Digital · Solenetec · YouTube · rcolocho@gmail.com


What I do

I'm a Senior PM with 16+ years building financial technology and AI products at Morgan Stanley, Capital Group, MUFG Union Bank, and City National Bank.

I currently run Didim Digital, a product consulting firm specializing in ServiceNow, Salesforce, AI platform builds, and fintech integrations — while selectively pursuing senior full-time PM roles where I can bring both executive experience and hands-on builder capability.

I don't just write PRDs. I ship.


Didim Digital — Active Consulting Business

didimdigital.com · Founded 2023 · Oceanside, CA

Product consulting firm delivering implementations and integrations across:

  • ServiceNow — ITSM, CMDB, Service Catalog, Flow Designer
  • Salesforce — CRM, FSC, RevOps applications, integrations
  • MuleSoft — API-led connectivity and iPaaS workflows
  • Stripe / Fintech — Payment integrations, reconciliation automation
  • AI Platforms — Claude API, Cloudflare Workers, HubSpot CRM automation

Live products built on Didim Digital:

Product What it does
PIA — Personal Investment Agent Live AI trading agent. Executes real equity trades every Monday via Alpaca brokerage API + Claude AI. Cron-triggered, thesis-driven, fully autonomous. ~$0.02/execution.
Job Application Agent AI agent that scores JDs against a resume vault, runs a multi-turn conversation, and generates a tailored .docx resume + cover letter in under 10 minutes.
ServiceNow CSA Exam Prep 60-question adaptive exam simulator. Randomized choices, rationale, flag system, score report. Single HTML file — no backend, no database, zero ongoing cost.

Open to consulting engagements alongside a full-time role. Email me · Book a call · Watch demos on YouTube


Live Projects & Portfolio

A live, autonomous AI agent that executes a user-authored investment thesis every Monday morning via the Alpaca brokerage API. Not a demo. Runs on real infrastructure with real money.

Tech: Anthropic Claude API · Cloudflare Workers · Cloudflare KV · Cloudflare Cron · Alpaca Markets REST API · Chart.js · HTML/Tailwind

What was built Key detail
Autonomous execution Cron trigger fires every Monday at 9:45am ET — no manual intervention
AI trade selection Claude reads investment thesis + live portfolio → returns JSON with trade decisions and reasoning
Alpaca integration Buys positions, enforces allocation limits, trims overweight positions, liquidates stop-loss breaches
KV persistent state Cloudflare KV stores thesis, mode, trade history, execution context across sessions
PIA Dashboard Passphrase-gated control panel — portfolio stats, equity chart vs SPY, thesis editor, trade log
Guardrails Max position size limits, stop-loss enforcement, allocation caps — all enforced before execution
Cost ~$0.02/execution · Cloudflare Worker free tier · Alpaca zero-commission · Total: under $1/month

The cost proof point: Enterprise equivalent infrastructure — managed trading systems, LLM integration, compliance logging — would cost $200K–$2M to build and $20K–$100K/month to operate.


Solenetec — AI Consumer Advisory Platform

Full-stack home electrification advisory platform. Built entirely solo, live in production.

Tech: Anthropic Claude API · Cloudflare Workers · HubSpot CRM · Calendly · Microsoft 365 · Hostinger · Tailwind CSS · Chart.js

What was built Key detail
Solen AI Chat Agent Bilingual EN/ES · auto-creates HubSpot contacts/deals · triggers Calendly booking · ~$0.005/session
AI Program Advisor 6-question quiz · prompt engineering · structured JSON · Chart.js scored visualizations
Full CRM pipeline HubSpot 0→1: tracking script, deal stages, Calendly native integration, automation workflows
6-page platform Home, Technologies, Rebates/ROI, Programs, Process, Schedule — all mobile-responsive
Technical documentation 11 SOPs + video scripts · 9-section technical spec (v1.3) · product roadmap

Solenetec Client Portal — Secure Document Vault

MFA-secured client portal for solar installation tracking and IRS tax credit matching.

Tech: Supabase (PostgreSQL + Auth + Storage) · Anthropic Claude Vision API · VirusTotal API · SendGrid · Cloudflare Worker · Hostinger

What was built Key detail
Auth & MFA Email + TOTP MFA (Google Authenticator, Authy) · AAL1/AAL2 session management
7-layer file security Magic byte validation · MIME whitelist · VirusTotal scan · PDF stripping · KV rate limiting · audit logging
AI document classification Claude Vision API reads receipts as images · per-field confidence scores · IRS credit code matching (§25D, §25C, §30C, §48)
Real-time milestone tracker 5-step installation progress (Design → Permit → Install → Inspection → PTO)
Database 9 tables · Row Level Security on every table · 20+ SQL queries written and debugged in production

Job Application Agent — AI Resume Builder

Compresses a 2–3 hour job application process into under 10 minutes.

Tech: Anthropic Claude API · Cloudflare Worker · docx.js · Browser localStorage · Vanilla JS · Tailwind CSS

What was built Key detail
Multi-turn conversation Claude asks 2 targeted clarifying questions before generating — output quality improves with each answer
Match scoring Scores all 4 resume versions (0–100) against any pasted JD simultaneously
.docx generation Formatted Word document built and downloaded entirely client-side via docx.js — no server required
Resume vault localStorage persistence — configured once, available every session
Cost ~$0.02–$0.08 per full conversational session

ServiceNow CSA Exam Prep — Adaptive Exam Simulator

60-question adaptive simulator replicating the Pearson VUE testing experience for the ServiceNow CSA exam.

Tech: React 18 (CDN) · Babel Standalone · Tailwind CSS · Fisher-Yates shuffle · Browser state

What was built Key detail
Question bank 60 hand-curated situational scenarios across 10 domains — no templates, no repetition
Randomization Question order AND answer choices shuffled per session via Fisher-Yates + useMemo
Full exam features 90-minute countdown · flag system · review screen · score report with per-question rationale
Architecture Single HTML file · React 18 via CDN · zero backend · zero database · zero ongoing cost

Fleet Assessment Dashboard (Prototype)

AI-powered fleet health dashboard for heavy industrial equipment. Gemini API integration for real-time maintenance troubleshooting and performance analysis.

Tech: Gemini API · HTML/Tailwind · Vanilla JS


Selected Career Metrics

Metric Context
220K new clients · $450M AUM in year one Morgan Stanley Self-Directed Brokerage — 0→1 launch
$1B+ AUM growth Capital Group Active ETF Marketplace — 0→1, 12 product launches
$200M AUM attrition prevented Morgan Stanley client account aggregation platform
$1.5M projected annual savings ICW GenAI autonomous agent — 75% task automation
65% reduction in time-to-quote ICW AI-powered quote engine
45% reduction in onboarding time MUFG Union Bank KYC redesign (Plaid/Akoya APIs)
Account open rates 34% → 74% Morgan Stanley KYC/AML digital flow (Salesforce FSC)
81K new client acquisitions · +20% CSAT City National Bank API-first platform rebuild
$2.5M annual tax savings Capital Group ITSM/ITAM modernization (ITIL v3)

Tech I Use as a PM

Anthropic Claude API Cloudflare Workers Cloudflare KV Cloudflare Cron Alpaca Markets API HubSpot CRM Supabase VirusTotal API SendGrid Salesforce FSC ServiceNow MuleSoft Stripe docx.js Chart.js React 18 JavaScript HTML/CSS Tailwind CSS Tableau Plaid/Akoya APIs Bloomberg/FactSet APIs AWS


YouTube — Product Build Demos

I document what I build on YouTube as I build it. youtube.com/@RobinColocho


Education & Certifications

MBA — UCLA Anderson School of Management B.A. — University of California, Berkeley A.S. Artificial Intelligence — Mira Costa College (in progress)

Certified Scrum Master (CSM) SAFe 6 Agilist ServiceNow CSA


Senior PM roles considered in San Diego · Orange County · Los Angeles · Remote Consulting engagements open nationwide.

Pinned Loading

  1. pia-personal-investment-agent pia-personal-investment-agent Public

    Live AI trading agent — executes real equity trades every Monday via Alpaca API + Anthropic Claude. Cron-triggered, thesis-driven, fully autonomous. ~$0.02/execution.

    HTML

  2. solenetec solenetec Public

    Full-stack AI consumer advisory platform for home electrification. Claude API, HubSpot CRM, Cloudflare Workers, Calendly, bilingual EN/ES. Live at solenetec.com.

    HTML

  3. solenetec-client-portal solenetec-client-portal Public

    MFA-secured client portal with AI document classification. Supabase, Claude Vision API, VirusTotal, 7-layer file security, 9-table PostgreSQL schema with Row Level Security. Live at portal.solenete…

    HTML

  4. didim-digital didim-digital Public

    Didim Digital — AI product consulting platform. ServiceNow, Salesforce, MuleSoft, Stripe implementations. Includes CSA exam prep simulator and Job Agent. Live at didimdigital.com.

    HTML

  5. ai-pm-toolkit ai-pm-toolkit Public

    Frameworks, prompt patterns, and resources for AI product managers. How I think about AI product development, integration architecture, and cost-efficient deployment.