Vice President Ii, Technology
Responsible for leading the Digital Transformation, Architectural Modernization, and AWS Cloud Migration of SaaS-based Wealth Management Business Solutions enabling Financial Advisors to better serve their Investor Clients. Delivering new products, features, and increasing the scalability of the platform has resulted in exponential growth and has accelerated LPL Financials into one of the fastest growing Wealth Management firms in the US with over $1.4 trillion in Assists Under Management (AUM).• Leader of multiple cross-functional teams responsible for the development and execution of integrated product and technology roadmaps to support the growth and increased scale of users, transactions, and data while improving operational efficiency and user experiences.• Delivered a suite of digital products and automated processes to facilitate Advisor Practice transitions to LPL Financials’ Platform. These products focus on reducing the effort and time required by Advisors and LPL staff to perform reviews, transition accounts, and ensure regulatory compliance while improving the overall Advisor and Investor customer experience. • Championed and drove adoption of modern Technology architectural patterns and techniques including AWS Cloud Architecture, Microservices, Micro Frontend (MFE), and Scaled Agile Practices (SAFe) empowering teams to deliver new product features to Advisors faster.• Managed all aspects of the Advisor Transitions Digital Transformation program including Budgets, Vendor Management, Total Cost of Ownership (TCO), Software Development Lifecycle (SDLC), Reporting, Compliance, Security, Production Operations, and Talent Management.