Subject matter expert in guiding financial advisors and clients through goals-based financial planning. Extensive experience with highly visible projects to conceptualize, build, and implement financial planning and portfolio analytics tools and platforms. Successful track record of automating ...more

Subject matter expert in guiding financial advisors and clients through goals-based financial planning. Extensive experience with highly visible projects to conceptualize, build, and implement financial planning and portfolio analytics tools and platforms. Successful track record of automating portfolio analytics, reports, and visualizers. What I am doing these days: Goals-based wealth management, empowering financial advisors and global institutioal consultants, automation, scalability and digital transformation. Retirement and financial wellness analytics.less