Transform the Wealth division by leading M&A and financial planning efforts. Drive acquisition modeling, manage deal pipelines, and develop analyst talent while engaging with sellers and advisors to enhance strategic growth.

Elevate the Wealth division by leading M&A and financial planning efforts, managing deal workstreams, and developing analyst talent. Drive strategic initiatives through transaction modeling, valuation, and business development to enhance growth.

Lead the charge in designing and delivering full stack applications, combining hands-on development with technical leadership. Drive architectural decisions, mentor teams, and champion modern engineering practices for high-quality software delivery.

Reimagine our technology landscape by leading the strategic vision and innovation efforts. Drive digital transformation initiatives that enhance operations and align technology investments with robust business objectives to foster growth.

Lead the charge in shaping the future of investment platforms by driving strategy, enhancing advisor experience, and optimizing vendor relationships to support scalable growth and operational efficiency.