Director, Project Management Office - Stifel
CurrentProject Manager focusing on regulatory and technology projects directed by our Executive Office. I have led initiatives related to: Regulation Best Interest (BI), Department of Labor (DOL) Fiduciary Rule, Stifel Wealth Tracker, G-Suite / Google Workspace, Global Privacy (GDPR/CCPA), Human Capital Management (HCM), and Identity & Access Management (IAM). I.