Maddy interacts with clients and internal teams to strengthen relationships, deliver tailored solutions and ensure exceptional customer experience in every interaction. Maddy works closely with the sales and relationship management team to bring new ideas into focus. She thrives in a cross-functional environment and enjoys working closely with stakeholders to achieve mutual success. Maddy lives in New York. In her free time, she enjoys alpine skiing and spending time outside with her three golden retrievers.

What are 3 words that describe how you do your job?

I am thoughtful, organized and results driven.

What excites you most about the WealthTech industry right now?

I am excited about the changes happening in WealthTech as the industry is disrupted by AI advancements. Great technology paired with great wealth providers will enhance the quality and efficiency of current offerings, pushing all parties to the next level.

Who or what inspires you in your job?

The ability to connect clients with the best people and solutions the market has to offer.