Wealth Management reporting leader with a proven track record of success in business intelligence and data analytics over a span of 13 years in the financial services industry. Trusted decision-maker with expertise in asset, revenue, client, and referral compensation reporting for executive leadership and external stakeholders. Relied upon for strategic analyses, cross-functional problem-solving, and thoughtful mentorship of colleagues.Valued for ability to consistently and accurately deliver results while managing priorities amid challenging, dynamic timelines.