Providing digital technology solutions for banks at the intersection of consumer banking and wealth management. (Acquired by Envestnet April 2021)

FolioDynamix (Acquired by Envestnet) is an innovative, cloud-based wealth management platform for advisors servicing more than 215 banks, trust, brokerage firms and large RIAs and their end-investors. Was recruited in 2012 to lead a transformation of Folio’s product and client management groups, scaling them to support significant growth in the client base. As COO, was responsible for platform product management, client management, pre-sales support, client on-boarding and training, and Turnkey Asset Management Program (TAMP) operations.During tenure, significantly increased breadth of platform functionality and scalability through integrations with all major custodians and many 3rd party applications. Improved new client on-boarding times to an industry leading average of 4 months (from 12 months previously) and improved on-boarding of new advisors to just a few days. Achieved $580 billion in total assets on the platform across 2.4 million accounts and 98,000 users. Acquired by Envestnet.

Consulting engagements in strategy, business development, information services product management and support for M&A and fund raising.

Responsible for the development of new business segments in investor relations, retail brokerage, and private company administration services.

Head of advisor product management for National Financial Services self clearing brokerage and business process outsourcing services.

Global operational leader of a $430 million business offering comprehensive wealth management technology and services to wirehouse, regional, bank and independent brokerage and investment advisory firms. Offering included Thomson ONE advisory desktops and BETA's clearing and settlement back office platform.

Coordinated business strategy and corporate development activity for Thomson.

Corporate and business unit planning and analysis role