I am a finance professional and business operations manager who understands how to analyze data to inform decisions for growth. I have experience leading teams and working with partners to improve operating metrics and grow at scale. This involves solving complex problems and identifying insights within data to inform strategic decisions. I am intellectually curious and an early adopter of technology. Vendors often look to me for product development ideas while colleagues see me the domain expert on various software systems. Over the last decade, I have implemented reporting, planning and CRM systems. This involves working with unstructured data sets form disparate systems and combining them in such a way to drive extract information.Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor. Perigon provides investment advisory and related services for clients nationally. Perigon will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.perigonwealth.comCurrently, I am an investment advisor at Perigon where I manage portfolios and coach advisors on best practices to grow and service their clients. Previously, I worked at Baker Avenue as a managing director where I managed the operations, technology and trading team. While at the firm, we grew revenue over 50x in 10 years.