Financial services executive with extensive experience developing and applying scalable solutions for wealth management and product design across a broad spectrum of investment styles and sales distribution methods. Areas of expertise include identifying and implementing policies and technology ...more

Financial services executive with extensive experience developing and applying scalable solutions for wealth management and product design across a broad spectrum of investment styles and sales distribution methods. Areas of expertise include identifying and implementing policies and technology designed to improve the efficiency of workflows and effectiveness of controls, executing requirements for the introduction of innovative products and investment strategies, and assuring high standards of service delivery.less