Senior Team Lead
CurrentAs Team Lead at AdvisorEngine, I've helped build and run multiple teams covering areas like brokerage account opening workflows, e-signing documents, transfer management, brokerage account trading and rebalancing integrations with Schwab, Fidelity, Pershing, and some I'm sure I've forgotten about.On each of these teams I've built a productive, friendly team culture, delivered features and fixes both large and small, analyzed and upgraded both business and technical processes, filled in for the product owner and QA lead, and maintained the level of competence and reliability needed for teams owning business critical components & features.I have a passion for getting things right, but understand that compromises are what make the world turn.