Financial Services Executive passionate about all things fintech and wealthtech. Focused on creating and executing future growth strategies to improve the end-to-end advisor and client experience. Direct experience with enterprise advice transformation, technology integration and adoption, talent engagement, product (agile) strategy, and advisor development - both employee and independent.
Specialties: Strategic Planning, Advice Technology, Financial & Behavioral Planning, Digital Experiences, Change Management, and Distribution Strategy
Learn more about the Executive in Residence Program.
Financial Services Executive passionate about all things fintech and wealthtech. Focused on creating and executing future growth strategies to improve the end-to-end advisor and client experience. Direct experience with enterprise advice transformation, technology integration and adoption, talent engagement, product (agile) strategy, and advisor development - both employee and independent.
Specialties: Strategic Planning, Advice Technology, Financial & Behavioral Planning, Digital Experiences, Change Management, and Distribution Strategy
Learn more about the Executive in Residence Program.