With over fifteen years of leadership in the FinTech space, my journey has led me to my current role as Director of Strategic Relationship Management at Envestnet. We've advanced client success through my expertise in operations, program, and account management, ensuring that our team's initiatives ...more

With over fifteen years of leadership in the FinTech space, my journey has led me to my current role as Director of Strategic Relationship Management at Envestnet. We've advanced client success through my expertise in operations, program, and account management, ensuring that our team's initiatives align with our company's mission. At Envestnet, and previously as Vice President at the same organization, I've honed my skills to foster enduring partnerships, while my tenure at FolioDynamix and Placemark Investments cemented my commitment to customer satisfaction. Our goal is to continuously elevate client experiences, leveraging diverse perspectives and a collaborative ethos to drive innovation and growth.less