An accomplished technology and business leader with a proven track record of managing business transformation, large technology portfolios, operational process improvement efforts, technology product delivery, and lean start up innovation practices. With diverse experience across technology, marketing, and operational areas, I understand how to leverage technology to meet customer needs and deliver business results as well as how to effectively collaborate with multiple stakeholders to successfully deliver complex programs and projects in fast-paced environments. Multi-disciplinary skill set spanning front- and back-office areas within financial services including advisor and client technology systems, wealth management operations, project portfolio and program management, process improvement efforts, clearing solutions, financial custodian and broker/dealer conversions, and acquisition/integration management Adept at creating and implementing innovative customer-centric technology solutions and experienced in agile, lean, and traditional methodologies Able to define and drive strategy as well as manage the innumerable details of complex projects to deliver exceptional financial and operational results while preserving the voice of the customer