As a Partner at Advintro, I lead the innovation, automation, and scaling efforts of a fintech portfolio that democratizes access to financial services. I leverage my extensive experience and expertise in the confluence between asset management, financial planning and practice management to help ...more

As a Partner at Advintro, I lead the innovation, automation, and scaling efforts of a fintech portfolio that democratizes access to financial services. I leverage my extensive experience and expertise in the confluence between asset management, financial planning and practice management to help fintech companies, advisors, and investors optimize their outcomes and achieve their goals. Previously, I was the Chief Executive Officer of Confluence Consulting Group, a boutique firm that provides strategic and operational consulting to fintech startups and established firms. I also served as the Director of Business Development, where I delivered top-quartile performance, drove sales growth, and built strong customer relationships. I am skilled in coaching, CRM software, retirement, financial advisory, and securities. I am passionate about creating value for the fintech community and advancing the field for all.less