Drive technology strategy for a unified, AI-driven Wealth Management platform. Lead initiatives that integrate business goals with scalable engineering solutions to enhance client experiences across multiple financial services.

Lead the charge in shaping the future of a next-gen Wealth Management platform, ensuring seamless client experiences across digital channels while translating business strategies into actionable technology roadmaps for optimal delivery and connectivity.

Support risk management and performance analytics for a diverse $15B+ commercial real estate debt portfolio. Engage in credit assessments, valuations, and automate reporting for enhanced decision-making and portfolio oversight.

Optimize the technology product roadmap for the advisor experience, driving AI-native tools, collaborating with stakeholders to solve business problems, and improving advisor efficiency and client outcomes through strategic product management.

Shape the future of advisor technology by leading product management initiatives that enhance advisor workflows, improve client outcomes, and drive adoption of innovative AI-native tools through effective collaboration and strategy execution.