Responsible for Design, Development and Management of Cetera Financial Group's Advisory Platforms and Programs

Responsible for putting forward the strategic vision for LPL’s Advisory Platform Experience, spanning across the wealth management workflow- from Planning and Proposal Generation to Rebalancing & Trading, on through to Performance Reporting. Additional responsibilities include ongoing platform management and leading tactical improvements to enhance customer experience and engagement.

Led product development for Fidelity's first ETF Managed Portfolio ("BlackRock Diversified Income Portfolio"), launched in early 2014 under Fidelity’s Portfolio Advisory Services umbrella. Responsible for all aspects of the product development lifecycle including business case development, product design, identification of business requirements, content development for training and marketing materials, and implementation.

Led 22-person team responsible for managing LPL’s Centrally Managed Platforms representing over $16B in AUM across over 100K accounts. Ensured diligent implementation of investment decisions and fostered ongoing relationships with participating investment managers and portfolio strategists. Coordinated with groups across the organization to deliver innovative and relevant solutions to advisor base, including establishing the infrastructure and business rules for LPL's Unified Managed Account (UMA) and award-winning Mutual Fund/ETF Wrap platforms.