Dave is a recently retired seasoned Wealth Management business leader responsible for business technology strategy, project prioritization, funding and implementation of advisor desktop and client facing technologies across a $4 billion annual revenue business, supporting 1900 Advisor teams and 450,000 HNW clients.  He has managed large scale migrations in portfolio management, UMA, trading, AML and key vendor relationships with Broadridge, Temenos, Envestnet, InvestCloud, and Actimize.

Specialities: Strategy, Business Cases, Digital, Change Management, Operational Efficiency, User Engagement, Vendor Management, and Talent Management.

Learn more about the Executive in Residence Program.