As the Head of Corporate Development at Dynasty Financial Partners, I have over 20 years of experience in the finance and investment management industry, where I have successfully completed multiple transactions, raised capital, managed risk, and developed strategy for financial and technology firms. Dynasty is the premier integrated platform services provider for independent financial advisors, offering a comprehensive suite of wealth management technology and service solutions in the independent space.In my current role, I am responsible for driving the growth and expansion of Dynasty's network of advisors, as well as identifying and executing strategic partnerships, acquisitions, and investments that enhance Dynasty's offerings and market position. I leverage my expertise in M&A, investing, corporate finance, and strategy to deliver innovative and customized solutions that empower advisors to achieve their goals and serve their clients with excellence. I am passionate about creating value for independent advisors and their clients, and I am honored to serve as a board member at Smartria, a leading compliance management software provider to registered investment advisors.