As Head of Wealth Management Technology, I define the group's vision and provide leadership across a multi-tiered organization with 250-member, with additional oversight for $25M+ budget and resource allocation. I work in partnership with fiduciary trust executives to expand the product and service portfolio, drive digital transformation, and enhance next-generation client growth, with a recent focus on cloud strategy, data strategy, and emerging financial markets and trends.Highlights:• Led transformation from Waterfall to Agile and reshaped organizational culture with a focus on MVP/MMP development, leading to reduced time to market and ~80% increase in throughput. • Delivery highlights:- Lead multi-year transformational project to consolidate multiple accounting systems (as a result of multiple M&As) to one scalable target tech stack- a digital omnichannel platform with rich user experience and self service options for clients and advisors- Implemented Snowflake based cloud-native data warehouse for the firm.- Dynamics 360 CRM implementation to centralize front office data and reporting that replaced five legacy systems and bought in operational efficiency- An account opening application that reduced user effort by 50%- A high performance transactions system for all cash processing that replaced four legacy systems- Devised and executed cloud strategy for migration of legacy applications to Azure- Introduction of automation to CI/CD that has enabled 150+ agile releases per year

As Director of wealth management technologies for the Americas, I oversaw the strategic development and product rollout for client-facing web and mobile channels, with a team of 16 professionals and $6M budget. To promote productivity, I structured the agile process with user journeys, workflows, wireframing, epics, and stories to streamline development. I also developed the product roadmap with multiple minimum credible releases (MCR) prior to MVP and delivered data-drive value proposition based on time-to-market analysis.Highlights: • Produced a digital strategy roadmap for client-facing platforms—created mobile application and modernized website that increased client engagement with digital tools 40%.• Led cross-functional teams on product initiatives including web portal redesign, financial wellness integration, and robotic advisor construction to accelerate financial planning tool adoption.• Developed robust cross-platform mobile app (iOS and Android) that supported mobile deposit, bill pay, and fund transfers, earning a > 4-star average rating within the first month.

I joined in a AVP role and earned promotion to manage client platforms across web and mobile channels for Citi's Private Bank digital division, leading 40+ direct reports. Highlights:• Advised a financial advisory startup on product objectives and business needs.• Managed development of one of the first automated client-facing financial advising tools in the industry.• Assumed responsibility for a client-facing website and replatformed it with a modern tech stack. • Led development of a new omni-channel platform for web and iPad for both clients and advisors.