Executive Vice President
CurrentActiFi™ is a software and solutions company that enables financial institutions and advisors to provide world-class, integrated advice more effectively & profitably. At ActiFi, I enable our clients to engage their advisors through their programs on a white-labeled version of our software, SuccessPro, and have successfully integrated these into their existing technology investments (e.g., Salesforce, Power BI, Tableau). I am passionate about the success of the clients I serve and balance their needs with the evolution of ActiFi's solutions. I lead a product team of A-Players that are aligned to a common vision and share the mission of ActiFi.