• Launch Scaled Agile product management model to create continuous business value delivery in Investment Services business vertical• Define and execute all projects required for Risk and Compliance business vertical. Deliver workflow automation and enhancements across corporate, mutual fund, brokerage, and RIA SEC reporting regulations.• Deliver new cash sweep program to deliver 10x FDIC insurance to HNW clients from inception to launch. Integrate 12 participating banks with core trust account platform. Ensure smooth one-day cutover of over $2B in cash sweeps to new program• Deliver all external integration points to migrate core custodian books and records to Refinitiv Beta o Plan and execute trust platform integration requirements for ~100 investment service providers o Ensure TAMP capability is maintained for model management, trading, asset lending, cash management, compliance and other core offerings of Assetmark Trust o Deliver daily automated position, trade, transaction, cash, corp actions, account servicing, client-directed activity, and relevant investment information to financial advisors and reps using the flagship Assetmark TAMP platform

Plan and execute projects as required across the full range of wealth management platform services provided by Cetera to both Registered Reps and Investment Advisor Representatives.

Deliver Fixed Income Front Office Investment Management solutions across a range of IT and business domains• Leader for on-site delivery team that grew from 16 to 50+ IT professionals over 3 years• Project manager for data science analytics platform with embedded AI to power front office chatbot• Delivered AI-based sentiment analysis for Fixed Income market commentary, including Fed Beige Book • FX trading and intraday bond pricing and analytics for Traders• MiFID II global regulatory reporting for trading, research consumption and payment• Enhance business agility through value chain analysis of back-office operations

Deliverables: Exposure and risk management dashboard across entire IBOR; Intraday reconciled investable cash calculations; Onboard new derivative instrument types to operational and compliance investment control systems

Performed strategic planning and execution of IT roadmap for Fixed Income Portfolio Management team to evolve from a spreadsheet-based system to modern investment platform based on Charles River.

Program manager for self-directed retirement brokerage account offering

Program Manager for new wealth management platform across trust, brokerage and private client lines of business

Provided fee-only fiduciary investment advice including financial planning, investment management, tax consulting, and retirement planning.

Lead team of 15 in custom development of large equity trade order management system. Led team of 9 to deliver integrated wealth management application to RIA channel

Design, built, and delivered real-time tine intraday muni bond analytics over leading investment data management platforms including Bloomberg, Knight Ridder and Telerate