A business builder with over 20 years of experience scaling up innovative products and services across the Investment Services industry that support the Advisor community.

Solution Architect with over 30 years of blending business acumen and technological expertise to deliver transformative enterprise solutions, both as an employee and as a startup founder.

An entrepreneurial and innovative professional with a strong business acumen, a keen understanding of leveraging technology, and an ability to build valuable companies and meaningful relationships.

A SaaS expert with 30 years of experience in technology sales, marketing, and business and corporate development, targeting all tiers of financial services firms, globally.

Industry veteran with 30 years of experience in wealth technology, specializing in product design, delivery, project implementation, and client success.