I help companies innovate and build for the future, from driving enterprise-wide transformations to launching and scaling new businesses and products. I believe in the power of “people + technology” to enable durable transformation and deliver great experiences for consumers.

I successfully led digital and business model transformations at multiple Fortune 500 companies and integrated some of the largest global acquisitions in the history of the wealth management and brokerage. Companies look to me to improve customer outcomes, grow and scale businesses, lead transformational initiatives, and deliver industry-leading competitive solutions. Throughout my career, I have been recognized for my contributions to financial services and innovation.
 

• Accelerated digital and business model transformations at multiple Fortune 500 firms which enhanced and created a more seamless and connected end-to-end client experience while driving greater adoption and integration of digital channels. This consistently led to top client success metrics and ratings for web and mobile apps from leading industry rankings.

• Launched multiple innovation models at scale, partnering across organizations and building an extensive network of partnerships with start-ups, FinTech, BigTech, venture capital, and academia, which was instrumental in implementing cutting-edge technology, meeting customer needs, and gaining competitive advantage.

• Pioneered the use of technology, data, and artificial intelligence to scale and increase consumer access to financial advice, planning, and wealth management through the development of industry-leading digital capabilities that enabled omni-channel advice and planning, setting the industry standard and serving millions of consumers. 

• Spearheaded efforts to integrate acquisitions ranging from the largest brokerage and wealth management acquisitions to product liftouts; strategizing and executing initiatives that were instrumental in enabling seamless integration without adverse impact to customers and employees.

• Served as business sponsor for major FinTech/BigTech initiatives ranging from platform implementations to leading the investment and operationalization of emerging fintech startups. Example innovation was an industry-first API integration between financial services and a Bitcoin platform.