Financial Services Executive with over 30 years of experience as the Head of Strategy & Innovation for a top 3 domestic broker-dealer. Directly responsible for the firm’s independent advisor businesses as well as the self-directed and the digital advice offerings. Additionally, led the build out of the advisor platforms, bank deposit sweep program, and the Firm’s merger integrations.

Specialties: Strategy & Innovation, Client Digital, Merger Integration, Advisor Tools, Bank Deposit Sweep, Advisory Platforms, and Independent Brokerage (Clearing/RIA)

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