Senior Vice President, Regional Managing Director, Western RegionFidelity Investments Jan 2017 – Present California Native firmly planted in San Francisco leading the Western Region aligning industry leading resources including access to networks from Fidelity Labs, to Workplace Investing, and Fidelity Family Office Services, to better serve the RIA and broader financial advisory space.Internally, we are driven by the “vitality index” e.g. scan/try/scale and the CEO… Show more Senior Vice President, Regional Managing Director, Western RegionFidelity Investments Jan 2017 – Present California Native firmly planted in San Francisco leading the Western Region aligning industry leading resources including access to networks from Fidelity Labs, to Workplace Investing, and Fidelity Family Office Services, to better serve the RIA and broader financial advisory space.Internally, we are driven by the “vitality index” e.g. scan/try/scale and the CEO mindset to enable our clients and prospects to be Future-Ready.We are “intrapreneurs” alongside the many entrepreneurs we serve including institutional business, fintech startups, breakaway prospects, UHNW clients and the supporting SF Bay Area & Silicon Valley ecosystem.We are relationship driven, collaborative, “outside the box” thinkers, just like many of the forward thinking clients we serve. Show less

Led Fidelity Institutional resources in alignment with distinct national market segments including Strategic Acquirers, Integrated Platform Providers, and Professional Asset Managers. These professionally managed enterprise businesses are among the highest performing in the industry measured by growth (3-yr CAGR), profitability (EBOC), and productivity (Rev per FTE).

Regional leader for Fidelity Institutional Wealth Services (IWS), a leading provider of consulting, startup, technology, investment management and brokerage services to independent financial services companies.• Developed and lead high performing teams with a consistent, scalable, consultative process.• Accountability in Fidelity's support of several of the nation's fastest growing, and largest, independent financial service businesses.• Consulted many of the industry's largest… Show more Regional leader for Fidelity Institutional Wealth Services (IWS), a leading provider of consulting, startup, technology, investment management and brokerage services to independent financial services companies.• Developed and lead high performing teams with a consistent, scalable, consultative process.• Accountability in Fidelity's support of several of the nation's fastest growing, and largest, independent financial service businesses.• Consulted many of the industry's largest teams in the development and launch of independent businesses with maximum revenue, growth, and enterprise value.• Registered Principal • Participated in Fidelity’s Accelerated Leadership Development Program. Show less

Led National Relationship Management Business Development teams in delivering software solutions and services that automate the mission critical functions of investment management organizations. Advent Software provides portfolio accounting, trading, and reporting solutions to investment management firms, ranging from family offices and registered investment advisors to large institutional investors and hedge funds. The company has customers in 60 countries that manage over $14 trillion in… Show more Led National Relationship Management Business Development teams in delivering software solutions and services that automate the mission critical functions of investment management organizations. Advent Software provides portfolio accounting, trading, and reporting solutions to investment management firms, ranging from family offices and registered investment advisors to large institutional investors and hedge funds. The company has customers in 60 countries that manage over $14 trillion in assets. Show less

VP, Institutional Trading, in Garban's Titus & Donnelly division. California Municipal Bond specialist delivering intermediary broking services to many of the top US financial institutions. Garban Intercapital is the world's largest interdealer broker. The firm is active in the wholesale market for government securities, municipal bonds, futures, commodities, and equity derivatives, with a daily turnover in excess of $250 billion.