Kabir is a wealth management and banking executive with over 2 decades of experience at Merrill Lynch, Bank of America and LPL Financial. He has held leadership roles across Product, Technology and COO, leading large-scale programs across business development, growth and platform transformation. Kabir is a widely recognized industry leader in client and advisor experience, wealth management platforms, and applications of AI and data strategy. He has been recognized as the Financial Times Digital Leader of the Year and has won multiple industry awards for new platforms at Merrill including advisor workstation, wealth planning, client advisor collaboration.

Specialties: Business strategy, organizational transformation, wealth management client and advisor experience, product and technology innovation and implementation