Inspire growth by leading the strategy for 529 education savings solutions. Collaborate across teams to innovate product capabilities, enhance client relationships, and drive operational efficiency in a dynamic market environment.

Shape the future of education savings by leading 529 product strategy and innovation. Collaborate across teams to enhance client relationships and drive growth in a dynamic, hybrid environment.

Optimize fund accounting processes in a dynamic environment, collaborating with top professionals to manage complex alternative investments and deliver precise financial reporting while enhancing client relationships.

Lead the strategy and growth of 529 education savings solutions, leveraging deep industry expertise to drive innovation, enhance client relationships, and identify long-term growth opportunities across product, technology, and operations.

Lead the charge in transforming tax technology by developing innovative solutions that enhance operational efficiency and compliance. Collaborate with cross-functional teams to drive digital transformation and deliver measurable business value.