Experience

Fiducient Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Chief Executive Officer

  • Jul 2023 - Present

  Responsible for thoughtfully driving and aligning the firm's strategy, growing our people, serving our customers, and working with the board and/or key stakeholders to leverage the firm’s strong foundation to reach new heights by continuing to help our clients prosper. Responsible for thoughtfully driving and aligning the firm's strategy, growing our people, serving our customers, and working with the board and/or key stakeholders to leverage the firm’s strong foundation to reach new heights by continuing to help our clients prosper.



LSEG (London Stock Exchange Group)

• United Kingdom
• Financial Services
• 700 & Above Employee

• Global Head, Investment & Wealth Solutions

  • Jun 2022 - Jul 2023

  Responsible for leading the business, engaging with the market and developing and delivering future strategy for global growth. The role includes casting a vision about the future track of the asset management, family office, and wealth market focused on development of strong internal and external customer relationships, driving agile execution in a cross functional matrix organization, and financial management of the business to balance near term results with longer term transformation efforts to achieve business outcomes. Show less

• Global Head of Wealth Solutions, Data & Analytics Division

  • May 2021 - May 2022

  Responsible for leading the business, engaging with the market and developing and delivering future strategy for global growth. The role includes casting a vision about the future track of the wealth market focused on development of strong internal and external customer relationships, driving agile execution in a cross functional matrix organization, and financial management of the business to balance near term results with longer term transformation efforts to achieve business outcomes.



Emotomy

• United States
• Financial Services

• Chief Executive Officer

  • Sep 2019 - Mar 2021

  Responsible for leading Northern Trust Asset Managements fintech business including the management of the integration strategy, engagement strategy, servicing strategy, sales strategy, planning, staffing, cross-functional coordination, and development and execution of business metrics with a focus on acceleration of growth and operating margins. Responsible for leading Northern Trust Asset Managements fintech business including the management of the integration strategy, engagement strategy, servicing strategy, sales strategy, planning, staffing, cross-functional coordination, and development and execution of business metrics with a focus on acceleration of growth and operating margins.



Northern Trust Asset Management

• United States
• Investment Management
• 700 & Above Employee

• SVP, Head of Digital Investment Advice

  • May 2018 - Mar 2021

  Responsible for embracing and leveraging technological advances that are disrupting industry models and investor behavior to deliver innovative, client-focused asset management solutions.

• Global Head of Retirement Solutions

  • Aug 2015 - May 2018



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Principal, U.S. Investments Defined Contribution Leader

  • May 2013 - Jul 2015



Towers Watson

• Seattle, WA

• Seattle Office Leader, Investment Consulting

  • Jan 2009 - May 2013



RogersCasey

• Associate Director

  • Mar 2005 - Dec 2008