Experienced chairman, CEO, president, executive committee member, public and private company director and trustee for national not for profit organizations and national charitable foundations. Former Harvard University Senior Fellow - Advanced Leadership Initiative, and author of Taking Stock 10 Life and Leadership Principles from My Seat at the Table. 30+ years of financial sector experience in banking, institutional asset management, wealth management, asset servicing, retirement, retail and institutional brokerage, trading, healthcare financial services, technology and all corporate services. Recognized for ability to drive outsized results by creating a compelling vision, building the strategy, aligning the resources, and executing the plan. Strong executive leadership and board credentials. A high energy, highly engaged servant leader who is committed to developing world class talent and effective organizations. Board related experience in strategy, audit and risk management. Currently on the boards of Edelman Financial Engines, Prosper Marketplace, Inc., Infosel, IRALOGIX, Fidelity Security Life Insurance Company, the Robert W. Plaster Trusts and Charitable Foundation, MRI Global, the CMT Research Foundation, (CMTRF), YMCA of the USA, and the UMASS Dartmouth Foundation. NACD Board Governance Fellow. Series 6, 7, 24, 63, and 66 securities licenses. Any opinions are my own.