Bento Engine is a B2B Fintech SaaS company at the intersection of technology and impactful wealth management advice.What do we do – Bento empowers Financial Advisors to lead with advice that goes beyond investing. Advice that is timely, personalized and improves the lives of their clients.Why do we do it – Many families are still not getting all the financial advice they need. When Financial Advisors provide comprehensive advice across their entire book of business everyone wins.How do we do it – Bento combines a powerful Advice Engine, a Proprietary Content Library and Timing Expertise to make Financial Advisors more impactful and more efficient. We combine Bento with our client’s existing technology to speed adoption and results.Bento -- Scaling Moments That Matter.

Led strategy and business development for J.P. Morgan's wealth management businesses globally.

Launched new organization focused on creating and distributing value-added advice, including Advice Lab, The Philanthropy Centre and all Financial Planning teams across Private Bank, JPMS broker/dealer and Chase Wealth Management. Managed 85+ employees.

Developed and implemented corporate strategy for DB's private wealth management businesses in the US and Latin America. Integrated and re-structured legacy assets, including Bankers Trust and Alex Brown.

Focused on growth projects across the consumer, financial services and media/telecom industries in the US and Europe. Also conducted several private equity due diligence and turn-around projects. Culture carrier, promoted ahead of schedule twice. Hired largest and most diverse graduate class as NY Recruiting Director in 2007.

Managed brand and P&L of first Clearasil, then Crest in Germanic markets. Awarded prestigious "Product of the Year" award by leading industry magazine for highly successful new product launch, and recognized for innovative digital marketing campaigns.