I’m a financial advice and wealth-tech leader with 13+ years of experience in financial services, including 7+ years designing and implementing scalable financial planning and portfolio management solutions.
My work sits at the intersection of wealth management, technology, and product strategy. I’ve led the delivery of innovative client and advisor facing software, integrated third-party technologies, influenced product strategy, and built high-performing analytical teams.
As a CFA charterholder, I’m passionate about bringing together deep wealth management expertise, analytical thinking, behavioral finance, and experimentation with AI to improve investor outcomes.
Highlights from my current role as a Senior Manager of Vanguard’s Financial Advice Methodology & Solutions organization
Expanded Vanguard’s advice capabilities by translating investment thought leadership into scalable and configurable advice solutions to serve our 800,000 advised clients. These proprietary digital products span a wide range of functionality, including the delivery of personalized financial plans, tax-efficient strategies, and ongoing portfolio management.
Consistently delivered strategic initiatives by thoughtfully designing repeatable workflows centered on the client’s need. Team processes led to clearly defined problem statements, validated scope, robust development requirements, and comprehensive testing.
Strengthened our ability to attract and retain ultra-high net worth clients by closing key capability gaps through integration with three third-party solutions. Led the methodology workstream responsible for evaluating and selecting each vendor. Then supported the integration and rollout of these new solutions into our advisor and client experience.
Shaped executive decisions on the future of Vanguard’s advice strategy by developing a roadmap to further differentiate our ultra-high net worth offer across financial planning, private markets, and risk-based portfolio management.
United States