Pioneer operational excellence as a senior leader overseeing advisory billing, performance, and data reconciliation functions. Drive transformation initiatives, enhance data integrity, and ensure compliance across millions of advisory accounts.

Drive adoption of fee-based platforms by engaging advisors through consultative support, enhancing growth through education and analysis within a collaborative team environment.

Transform investor experiences by shaping enterprise architecture and driving cloud-native solutions. Collaborate with executives to align technology with business goals and enhance digital platforms that impact investors and advisors.

Engage as a subject matter expert, supervising complex product transactions and ensuring compliance with regulatory standards. Collaborate effectively within a fast-paced team environment to resolve issues and support financial advisors nationwide.

Reimagine enterprise compensation processing by leading the design and delivery of modern cloud-based data systems. Collaborate with cross-functional teams to enhance data pipelines and ensure resilient, scalable solutions that meet organizational needs.