Product Manager overseeing UX/UI for advisors and advisees with Goldman Sachs RIA Custody. Formerly a Vice President of Advisor Transitions with Goldman Sachs Advisor Solutions where I lead and oversaw the onboarding process for new and existing registered investment advisors (RIAs) who custody their assets with us. I have over 15 years of experience in the financial services industry, and I hold the Series 7 and 66 licenses from FINRA.My core competencies include business relationship management, brokerage operations, project management, and analytical skills. My mission is to provide exceptional service and support to our RIA clients, ensuring a smooth and seamless transition to our platform and a long-term partnership. I leverage my industry knowledge, regulatory expertise, and data analytics to deliver customized solutions and education to meet their unique needs and goals. I also collaborate with internal and external stakeholders to optimize our workflows, systems, and procedures, and to enhance our client satisfaction and retention.