As a cross-functional workstream lead and consultant at Enosys Group, I leverage my MBA and over 20 years of experience in wealth management, product management, and project management to deliver solutions for clients in the investment industry. I specialize in unified managed accounts (UMA), unified managed households (UMH), and portfolio management systems (PMS), and I have a track record of successful design, migration, and implementation of Broadridge back-office with UBS Advisory.My mission is to be a bridge between business and technology, providing industry knowledge, process improvement, and user training to enable optimal outcomes for broker/dealers, financial advisors, advisor support providers, and technology providers. I am also a noted presenter and published author on UMH and UMA topics, and I have established partnerships with key players in the wealth management field. I am passionate about delivering value and excellence to my clients and staying on top of the latest trends and innovations in the investment industry.