An executive with extensive experience in business & technology strategy, the current RIA/Hybrid RIA environment, innovation, marketing and driving adoption complimented by real-world life as a leader in multiple financial services start-ups.Focus on "seeing around corners" to identify challenges and opportunities, and developing strategies, programs and teams to avoid the avoidable and capitalize on the possibilities.In my career, I have:• Set strategy for $100M+ business & technology programs• Designed and built RIA/Hybrid RIA custodial business• Deep understanding of financial advisors and all facets of their businesses (former practitioner)• Created and led highly functional teams of over 75 people• Led innovation and product development initiatives• Delivered $1.2B+ of technology programs to financial advisors• Built multiple SaaS businessesFeel free to reach out and chat about the financial services space, business & technology strategy, innovation and especially, functional art and furniture building!Business Strategy | Innovation | SaaS | Digital Marketing | Financial Services | RIA | Change Management