Highly-experienced executive leader with extensive hands-on operating experience driving growth across a wide variety of fintech and wealth management companies. Key strengths include:REVENUE GROWTHAddressed poor product adoption by financial advisors at Placemark Investments by updating product features, improving sales productivity, and introducing new modular pricing model. Responsible for a 1,300% increase in annual AUM growth and revenue over 2 years. Led a company pivot and a rebound from the 2008 market crisis; grew revenue 640% over 5 years.DATA DRIVEN OPERATIONAL MANAGEMENTResolved issue with increasing trading errors as AUM expanded by creating a cross-functional company team and expanded reporting to identify automation opportunities. Instituted quarterly QA team to review metrics and drive continuous improvements; achieving a 90% reduction in errors while growing at a 250% CAGR.ORGANIZATIONAL LEADERAddressed critical low employee morale and re-energized the company following the market collapse by creating a variable incentive program to retain key employees and initiating a quarterly recognition program to highlight exceptional efforts and provide coaching feedback. Eighty-five percent of employees selected ‘very satisfied’ in the first annual survey.CLIENT AND PARTNER RELATIONSHIPS Developed relationships, and subsequent partnerships, with numerous Envestnet quasi-competitors in the banking, asset management, trust advisory, and workplace investing sectors; gaining access to over $7T in assets and providing new avenues of growth.