Shape investment strategies and manage client portfolios, collaborating with stakeholders and executing trades to meet investment goals. Lead team development, promote best practices, and drive process improvements across the organization.

Transform compliance programs within Wealth Management, enhancing regulatory alignment and operational efficiency while collaborating across teams to mitigate risk and drive continuous improvement in fiduciary practices.

Drive compliance excellence by overseeing fiduciary programs, enhancing operational efficiency, and ensuring alignment with regulatory requirements. Collaborate with stakeholders to implement best practices and support continuous improvement in Wealth Management.

Transform compliance within Wealth Management by enhancing regulatory programs, monitoring risk, and driving process improvements. Collaborate with stakeholders to ensure operational efficiency and alignment with fiduciary regulations.

Lead the charge in managing client relationships and branch operations. Empower your team through coaching, foster a client-centric culture, ensure compliance, and drive business growth by connecting with personal and small business banking clients.