Lead the charge in providing comprehensive financial solutions to real estate clients. Drive growth and manage risk while mentoring junior team members and spearheading complex transactions in a dynamic, collaborative environment.

Drive financial wellness and investment solutions for Mass Affluent clients, fostering relationships and expanding client bases while collaborating with branch teams to identify growth opportunities and maximize client satisfaction.

Lead cross-functional IT project teams to execute software development and system upgrades. Ensure effective communication, manage project budgets, and align goals among stakeholders while adhering to project management methodologies.

Engineer predictive analytics solutions by leveraging advanced mathematical techniques and data modeling to address complex business problems, driving efficiencies across multiple segments while coaching and guiding teams through quantitative analysis.

Champion a team of Portfolio Strategists to deliver tailored investment solutions for ultra-high-net-worth individuals, ensuring strategic leadership and exceptional client outcomes while navigating complexities in investment management.