Tackle the convergence of research and advisor engagement to create impactful and actionable resources that enhance advisor-client conversations, ensuring timely and quality delivery aligned with strategic goals and messaging.

Lead the charge in driving insurance growth and developing strategic partnerships across the West Coast. This strategic role focuses on enhancing distribution effectiveness and ensuring alignment with holistic wealth management objectives.

Lead the charge in expanding insurance strategies and partnerships on the West Coast, driving growth and adoption among priority advisors while ensuring competitive positioning and seamless integration with wealth management objectives.

Develop strategic insurance partnerships and lead growth initiatives to enhance distribution across the West Coast. Collaborate with BGAs and carriers to optimize product access and drive advisor engagement within prioritized markets.

Contribute to quality governance for multi-team software migrations, defining metrics and criteria, overseeing execution consistency, and ensuring adherence to high standards while facilitating cross-team collaboration to achieve project success.