Build and maintain client reporting solutions, ensuring data integrity and quality while collaborating with cross-functional teams to drive effective reporting offerings and processes for client engagements.

Drive strategic initiatives and manage M&A processes, aligning cross-functional teams to ensure seamless integration and enterprise growth while fostering a client-centric environment and delivering actionable outcomes.

Manage M&A diligence and integration while supporting strategic initiatives. Collaborate cross-functionally to create actionable plans for growth and ensure smooth execution across projects, optimizing client service alignment and organizational development.

Shape client reporting processes by managing workflows, executing reporting cycles, and ensuring data integrity. Collaborate with cross-functional teams to innovate reporting solutions in a fast-paced wealth management environment.