Financial services executive with over 15 years of experience growing businesses through developing effective teams, robust operations, and brand consistency. Strategic leader who leverages interpersonal and communication skills to build trust with clients and colleagues while identifying solutions and increasing client engagement. Began career providing high‐touch service solutions to complex investment problems. Was promoted to develop the client service team and mold it toward a similar high‐quality service model, then was trusted to lead an advisory firm's operations and customer strategy.