Drive investment strategy and governance by leading portfolio management, manager research, and market insights. Collaborate with cross-functional teams to enhance investment solutions and ensure disciplined decision-making across proprietary offerings.

Lead the advisor experience organization for a $55 billion platform, driving growth, retention, and asset management. Oversee a multi-pod success model, ensuring high service quality translates into measurable results across a large advisor base.

Drive product strategy and execution by collaborating with stakeholders and engineering teams. Own the product roadmap and backlog to ensure high-value outcomes, while facilitating discussions and aligning priorities for successful feature delivery.

Empower growth and retention as a leader in advisor success, driving measurable outcomes within our innovative wealth management platform, ensuring quality advisor experiences and scalable solutions while fostering effective teams and analytics.

Champion advisor success by driving growth and retention for a dedicated portfolio of producing advisors, delivering strategic consulting and value-added services to enhance performance and ensure sustainable business practices.