I am a fintech and information services professional with deep experience creating and executing strategy, building partnerships, optimizing operations and leading sales teams in the wealth management, investment management and fixed income market segments. I serve on the advisory boards for ...more

I am a fintech and information services professional with deep experience creating and executing strategy, building partnerships, optimizing operations and leading sales teams in the wealth management, investment management and fixed income market segments. I serve on the advisory boards for ForwardLane, an applied AI firm, and for the Digital Innovation program at Brandeis University. I am frequently consulted by expert networks including GLG, Guidepoint, ThirdBridge and AlphaSights and Coleman Researchless