With 30+ years of experience at top-tier financial firms in the wealth management space, I am an accomplished, dedicated, and capable executive leader with a clear vision for the future of our field. My dual expertise in both operations and technology disciplines makes me an ideal partner in change management, including both immediate improvements and long-term strategies.As the Head of Technology and Reporting at Fiduciary Trust, I deliver the executive leadership team’s highest-priority transformation initiatives to enhance efficiency, capture savings, improve our cybersecurity posture, and make life easier for the firm’s employees and clients alike. Motivated by the firm’s high energy and our clients’ ambitious goals, I solve complex problems with the power of technology, data, automation, and—most importantly—people.Career Highlights:✔ BUSINESS LINE DIVESTITURE – At State Street, I served on the corporate deal team that divested a large business line and several technology functions to an external firm, requiring development of all-new operating models, extensive negotiations, and financial analysis across both entities. This allowed us to invest more heavily in remaining business and focus on growth.✔ OFFSHORING COST SAVINGS – To align with our evolving global environment, I executed Deutsche Bank’s first internal offshoring initiative, which relocated key operational functions to lower-cost locations. As the first initiative of its kind, this required us to build the bridge as we crossed it and leave a clear framework for similar improvements in the future.✔ TEAM EMPOWERMENT – Although these initiatives were impressive, I am most proud of the positive impact I have made on my teams. I foster their development, growth, and autonomy by inspiring them with new projects, training, and mentorship. Their support helps me to make the best decisions possible and achieve so much more than I ever could alone.
