Industry recognized senior financial services executive with end-to-end experience of intermediary advice delivery and retail sales through employee and independent platforms. Direct leadership includes enterprise integration of advice delivery tools and technology, advisory and insurance solutions, client experience design, distribution management and operations across finance, compliance, sales and marketing.  

Expertise: Distribution Leadership, Wealth Management Platforms, Talent Attraction, Advice Technology, Practice Management, Enterprise Transformation, Retail Wealth & Insurance Solutions

Learn more about the Executive in Residence Program.