Director Of Operations And Technology
CurrentToday, I lead the operational and technical strategy/vision of our wealth management company with $170M assets under management (AUM). I spearhead business planning, including new market identification and development, as well as drive efficiency- and technology-focused enhancements across the enterprise. I also regularly advise and collaborate on client strategy and business development, promote a goal-oriented approach to planning, and conduct market research and analysis to ensure continued competitiveness, leveraging data analytics.