Experience

AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Director Of Channel Development

  • Apr 2021 - Present

  Concord, California, United States Responsible for developing and optimizing strategic partnerships, program initiatives and digital products and enhancements across AssetMark's client segments - particularly focused on RIAs and Bank Trusts



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Director, Practice Management & Business Consulting

  • Apr 2017 - Dec 2020

  San Francisco, California Provide business and technical consulting expertise to Registered Investment Advisors (RIAs), Broker-Dealers, Banks and Family Offices for prospects and existing clients helping them achieve transformative change through business strategy, technology optimization, business process reengineering, human capital and business development.



LSEG Data & Analytics

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Vice President, Product & Marketing

  • Jul 2015 - Apr 2017

  San Francisco Bay Area Refinitiv acquired Advisor Software (ASI), a Bay Area FinTech firm specializing in automated digital advice, model management and portfolio rebalancing solutions. Responsible for transforming the firm's enterprise wealth management application suite into cloud-based API products and services targeting SMB firms. Formed strategic partnerships with the likes of Salesforce and Plaid. Led product, user experience, design and marketing teams building and evangelizing ASI’s digitally… Show more Refinitiv acquired Advisor Software (ASI), a Bay Area FinTech firm specializing in automated digital advice, model management and portfolio rebalancing solutions. Responsible for transforming the firm's enterprise wealth management application suite into cloud-based API products and services targeting SMB firms. Formed strategic partnerships with the likes of Salesforce and Plaid. Led product, user experience, design and marketing teams building and evangelizing ASI’s digitally transformed cloud-based products, including one of the first automated digital advice solutions, lead generation tools, model portfolio rebalancer application, and innovative analytics. Show less



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Customer Experience

  • May 2013 - Jun 2015

  San Francisco Bay Area Developed, enhanced and promoted Schwab’s digital products and services portfolio for its active trader clients; managed client segment acquisition and retention strategies. Activities include (a) creating, launching and scaling client acquisition and engagement initiatives across online, mobile and desktop platforms (e.g., digital marketing campaigns, quarterly education events, social / community engagement); (b) gathering and reporting key performance indicators to interpret and… Show more Developed, enhanced and promoted Schwab’s digital products and services portfolio for its active trader clients; managed client segment acquisition and retention strategies. Activities include (a) creating, launching and scaling client acquisition and engagement initiatives across online, mobile and desktop platforms (e.g., digital marketing campaigns, quarterly education events, social / community engagement); (b) gathering and reporting key performance indicators to interpret and leverage business unit performance and trends; and (c) business unit marketing and communications strategy to optimize the customer journey across Schwab’s full suite of offerings.

• Managing Director, Product Management

  • Nov 2005 - Apr 2013

  San Francisco Bay Area Created product vision, roadmap and messaging supporting mission to simplify digital experiences and deepen relationships through technology, specifically across Schwab-branded online products and platforms enhancements for RIA business units. Included incremental product development, enhancements and awareness strategies shaping Schwab’s #1 market position in the vertical. Support activities centered on go-to-market strategy, communications, promotions and user engagement / trainings;… Show more Created product vision, roadmap and messaging supporting mission to simplify digital experiences and deepen relationships through technology, specifically across Schwab-branded online products and platforms enhancements for RIA business units. Included incremental product development, enhancements and awareness strategies shaping Schwab’s #1 market position in the vertical. Support activities centered on go-to-market strategy, communications, promotions and user engagement / trainings; and strategic partner / cross-channel collaboration.

• Senior Manager, Product Management

  • Jan 2000 - Oct 2005

  San Francisco Bay Area Managed Schwab.com’s digital self-service channels including trading, banking and brokerage products and services. Innovated and tested ideas and concepts to engage client base, with key leadership roles in the development of tools and products to enhance the user experience.