Shape impactful multi-channel marketing initiatives with strategic thinking and creativity. Collaborate with advisors to enhance client relationships and drive growth across diverse markets in a fast-paced, dynamic environment.

Lead marketing initiatives targeting financial advisors by developing integrated strategies, managing projects, and creating memorable experiences that drive client engagement across multiple channels in the West Coast and Rocky Mountain regions.

Shape the future of integrated marketing strategies for advisors. Leverage experiential marketing expertise to create high-impact initiatives that enhance client relationships and drive growth across key regions with your strategic insights and creativity.

Transform risk management across the Global Client Group by leading initiatives to enhance operational processes, collaborating with cross-functional teams, and implementing key performance indicators for effective risk mitigation.

Engage in transformative leadership and technology strategy to enhance Legal & Compliance, Audit, and Risk functions through innovative solutions and generative AI adoption, overseeing a global team and portfolio of critical applications.