Moving to COO in 2016, I now lead a team that focuses on improving the efficiency and growth of our brokerage, private banking, wealth planning, and investment businesses. We aim to create the best experience for both our high-net-worth clients and our employees, which ultimately benefits the bottom line from a shareholder perspective as well.I oversee the support, administrative, and strategic operations of our wealth business, including risk management, process improvement, personnel, and business transformation initiatives related to technology and data engineering. My goal is to ensure the business is growing, profitable, and equipped with the technology to achieve success for our clients.

In my first role at Wilmington Trust, I oversaw fiduciary resources and lead centralized relationship management teams with the goal to enhance customer experience and provide industry-leading solutions and services. With a keen focus on client engagement and developing long-term client relationships, we created customized experiences that were also efficient and cost effective. • Created one of the first centralized service models in the industry, which allowed Wilmington Trust to more efficiently serve clients' financial needs while maintaining the clients’ personal, local relationships with their wealth managers.• Designed and implement a client segmentation strategy, for the Wealth Advisory Services business, and created an accompanying sales and service model. Lead centralized investment management resources to provide client investment solutions across the company footprint. Develop products that combine best in class asset allocation methodologies, superior manager selection criteria and portfolio construction processes. Oversee team delivering portfolio management services that work in conjunction with local wealth teams to provide outstanding client experience to all relationships.Oversee fiduciary resources and centralized relationship management teams to enhance client experience and provide industry leading solutions and services. Create customized experiences in an efficient and cost effective manner with a keen focus on client engagement and the development of long term client relationships.

Oversee the sales incentive compensation plans for the Wealth & Institutional Services Division of Wilmington Trust & M&T Bank. Provide sales reporting and analysis to support business line objectives and growth.

With 15 years of experience in multiple M&T Bank divisions, I became CFO and COO of M&T Securities. I led teams that were responsible for all aspects of company, including product development and management, corporate finance, client service, advisor support, reporting and analytics, Financial Industry Regulatory Authority (FINRA) licensing, vendor management, project management, equity and options trading, daily transaction processing, and account maintenance. • Oversaw the sales incentive compensation plans for the Wealth & Institutional Services Divisions of both M&T Bank and Wilmington Trust.• Served as Executive Sponsor for the custodial platform migration from Global Plus to SEI.

I began my career at M&T Bank in 1996 as a Senior Operations Manager for Deposit and Payments Operations. After eight years in that position, I served in a number of roles and departments, including as Senior Manager of Broker Dealer Back Office (2008-2011).