Senior Manager

• Sep 2023 - Present

F2 Strategy, Inc provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect. F2 Strategy, Inc provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.

Principal - Digital Transformation

• Apr 2022 - Sep 2023

• Developed a go-to-market strategy to drive meaningful and impactful changes for clients using Salesforce in Wealth Management and other related Financial Services practice areas. • PMO for a global shipping company aimed to improve their international pricing strategy • Developed a payment gateway strategy for a US State Toll system • Developed Data & Digital Platform strategy for Global Financial services and insurance group • Developed a go-to-market strategy to drive meaningful and impactful changes for clients using Salesforce in Wealth Management and other related Financial Services practice areas. • PMO for a global shipping company aimed to improve their international pricing strategy • Developed a payment gateway strategy for a US State Toll system • Developed Data & Digital Platform strategy for Global Financial services and insurance group

Senior Advisor

• Jan 2020 - Apr 2022

• Provided strategic advisory and execution services to growth-oriented wealth management organizations related to technology transformation, team development, business strategy, and operational excellence; • Partnered with technology-focused industry providers to help drive profitable growth. • Provided strategic advisory and execution services to growth-oriented wealth management organizations related to technology transformation, team development, business strategy, and operational excellence; • Partnered with technology-focused industry providers to help drive profitable growth.

Business Process Consultant

• Jun 2018 - Jan 2020

• Assist RIAs in enhancing their technology and operations. • Led 22 custom integration clients through a digital platform transition after a global investment banking company acquired a prominent planning software company. • Technical management of custom data migrations, seamlessly guiding each client through a sophisticated transition. • Assist RIAs in enhancing their technology and operations. • Led 22 custom integration clients through a digital platform transition after a global investment banking company acquired a prominent planning software company. • Technical management of custom data migrations, seamlessly guiding each client through a sophisticated transition.

Senior Program Manager, Business Automation

• Jan 2016 - Feb 2018

• Co-led global program to deliver new web services interaction model with Autodesk’s channel partners (Distributors and Direct Resellers) • Led product team in charge of channel partner operations portal called ‘Partner Center’. • Led Quality, Policy & Process team whose main focus is to improve quality and drive down operational costs. • Co-led global program to deliver new web services interaction model with Autodesk’s channel partners (Distributors and Direct Resellers) • Led product team in charge of channel partner operations portal called ‘Partner Center’. • Led Quality, Policy & Process team whose main focus is to improve quality and drive down operational costs.

Managing Partner

• Dec 2007 - Dec 2016

• Managing partner and experienced vigneron. Focused on marketing, brand management, accounting and general winery production for Playwright Wines and Vin Des Temps Wines. • Specialized in small batch, sustainably produced wines from some of the best Napa vineyards. • Brands: Playwright, Vin Des Temps, Dacalier and Five/Five Wines • Managing partner and experienced vigneron. Focused on marketing, brand management, accounting and general winery production for Playwright Wines and Vin Des Temps Wines. • Specialized in small batch, sustainably produced wines from some of the best Napa vineyards. • Brands: Playwright, Vin Des Temps, Dacalier and Five/Five Wines

Sr. Director, Data Solutions

• 2012 - Dec 2015

• Provided global leadership and general management for Advent’s Data Services and Solutions business, a $50+ million business line comprised of custodial data, alternative investment fund data, post-trade data and 403(b) compliance solutions • Directed a global team of nearly 20 Business Analysts and Interface Managers responsible for 10+ alliances and 400+ interfaces across multiple Advent products • Strategic role in discovery of new data business models that expanded Advent's data… Show more • Provided global leadership and general management for Advent’s Data Services and Solutions business, a $50+ million business line comprised of custodial data, alternative investment fund data, post-trade data and 403(b) compliance solutions • Directed a global team of nearly 20 Business Analysts and Interface Managers responsible for 10+ alliances and 400+ interfaces across multiple Advent products • Strategic role in discovery of new data business models that expanded Advent's data business in EMEA

Sr. Director, Product Development

• 2010 - 2012

• Led the Data Services Operations, Services & IT teams instrumental in bringing Advent OnDemand to the Asset Manager market • Led support of this new service which allowed investment managers to retain control over operations and data while Advent managed the hardware and software administration, updates and patches

Director, Data Services

• 2008 - 2010

• Led the team responsible for expanding Advent's capabilities into the 403b retirement plan space • Spearheaded the discovery, architecture and creation of scalable services that led to a hosted web portal that allowed multi-vendor retirement plans to view aggregated data from their investment providers

Sr. Application Engineer, Data Services

• 2006 - 2008

• Created and led the Data Services PMO organization which allowed Data Services to expand and scale into multiple projects simultaneously, greatly expanding our scale and serviceability • Expanded Advent's Managed Hosting service into the Pershing Wealth Management Platform as well as the Fidelity WealthCentral platform. Advent's Data aggregation and reconciliation services were a significant portion of the data represented on both platforms

Sr. Technical Interface Manager

• 2001 - 2006

• Scaled Advent's Custodial Data (ACD) platform by using predictive modeling and machine learning • This process reduced team size, scaled our workload, and in a 3-year time frame, transitioned from a cost-centered operating model to a profitable data business with margins above 60% annually

Sr. Technical Support Representative

• 1999 - 2001