Managing Director / Wealth Platform Executive
CurrentVersatile Technology Executive with hands-on technical expertise spanning Portfolio Management, Trading/Order Management, Supervision, Portfolio Performance and end-to-end platform management. A highly respected technology partner with a proven and verifiable track record of brokerage technology innovation, cost-effective development and strategic vendor partnerships. Recognized for enabling business value and driving revenue across multiple wealth management digital channels. Strong leadership skills and the ability to attract and retain high-performing teams.