Leading post-acquisition integrations for wealth management firms

Secretary of the Board, providing strategic guidance and oversight to Openhouse's leadership, delivering housing, social support services, and enrichment programs for LGBTQ+ older adults and elders.Finance Committee member, offering strategic insights into cash flows, budgeting, and investments. Development Committee member, guiding leadership in fundraising and identifying revenue opportunities.

Managed the acquisition, integration, and merger of two tech-driven wealth management platforms supporting a combined $1.4 billion AUM as of 02/2024, tripling AUM and growing advisors served by 5x.

Scaled and managed operations that supported organic AUM growth of 4x in 2 years to over $500 million in 09/2023.

Redesigned the operating ecosystem for growth, deploying a new Salesforce environment, marketing automations, and enhancements across core workflows.

Led the breakaway and built operations to onboard $6 billion AUM in 1 month and then double AUM in the first 18 months to $12 billion.

Led all compliance and legal needs

CRM Product Owner and leader for special projects to build out a digital-first operating environment for client-facing, middle, and back office teams for the head of Private Wealth Management (PWM)Launched and led the enterprise client lifecycle management project across all lines of business and built the ROI model and proposals to influence executive leadership and board to greenlight project

Co-COO for the Luminous Capital team, the largest wealth team in First Republic Private Wealth Management.Scaled AUM growth with a revamped client service and operating model, with a rebuilt Salesforce environment to standardize and automate key workflows