Serve as Executive Advisor to Wealth Management companies on Growth and Digital Transformation. F2 Strategy, Inc provides boutique consulting services globally to support the wealth management, family office, RIA and private banking sectors, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.

Lead Technology and Operations practice for the Wealth and Investment Management industry, delivering strategy, performance improvement, and technology solutions, including digital, cloud, cyber, governance and risk management. Responsible for alliances with fintechs and digital asset solutions.

DEI Sponsor for Carolinas region comprised of 2000 practitioners and $400m in revenues. Established Charlotte Inclusion Council to lead efforts focused on Deloitte's Corporate Citizenship, Allyship, Professional Development, and Health/Well-Being

Partner in PwC's Asset Management Consulting practice; ETF and Mutual Funds Advisory Leader, including Asset Servicing and Wealth Management.

Practice Leader for Wealth and Investment Management Industry consulting practice with annual revenues of $120mm - Led recruiting, practice management, thought leadership, sales and engagement delivery of high performing, consistently profitable national management consulting practice focused on asset managers, broker-dealers, trust companies and custodian banks. Authored and presented whitepapers on Operations Outsourcing, Mutual Funds and ETFs, and Digital Wealth Management. Drove strategic, operational, and technology solutions for growth strategy, cost management, customer experience, and performance improvement initiatives. Served as global domain leader for Mutual Funds industry.Worked with leading global firms in asset management, brokerage, trust and private banking, including Morgan Stanley, Ameriprise, Blackrock, Dimensional Fund Advisors, Capital Group, Allstate Investments, T. Rowe Price, Invesco, Wells Fargo, BNY Mellon, The Hartford, Piper Jaffray, TDAmeritrade, Bessemer Trust, State Street, Vanguard, Northern Trust, Citigroup, PIMCO, Franklin Templeton, JPMorganChase, US Bank,, and Merrill Lynch.

COO of Evergreen Investments, a $72B Asset Management company and wholly owned subsidiary of Wachovia Bank; Appointed as President of Evergreen Service and Technology Company - Responsible for the 700 person transfer agent and customer service operations for the Evergreen Funds and Retirement Services, and all enterprise technology services for the company.

Management Consultant to the investment management, brokerage, and trust industries on growth, operations, and technology strategies, including Performance Improvement, Business Process Reengineering, Cost Reduction, Back Office Consolidation, Distribution Management, and Customer Segmentation.

Group Manager in mutual fund transfer agent operations, systems, and client management. Led new client onboardings for transfer agency, fund accounting and custody services at Investors Fiduciary Trust Co. subsidiary; Recruited to brokerage subsidiary as Vice President of Money Market Fund, Inc. Operations and Product Management.

Produced and anchored the Fox 41 TV nightly news broadcast.