Transform the banking landscape by leading the expansion of investment solutions across national and community banks. Drive growth, open new relationships, and collaborate with executives to enhance products that elevate client outcomes and trust.

Drive asset growth by accelerating adoption of investment solutions through strategic relationship-building and commercialization initiatives in the RIA, broker-dealer, and asset management channels.

Provide strategic guidance in Security, Risk, and Compliance initiatives by fostering collaboration across teams, utilizing industry expertise to drive data-driven solutions, and ensuring adherence to regulatory standards for optimal client success.

Unlock potential by driving compliance and regulatory operations within a dynamic environment. Utilize data analytics and technology to enhance workflow efficiency, ensure regulatory adherence, and support continuous improvement in compliance practices.

Elevate operational efficiency by leading cross-functional collaboration and designing innovative solutions to complex challenges using advanced technologies. Your expertise will drive process improvements for managed accounts teams.