Bio

I have a passion for the study of consumer behavior, addressing the financial needs of everyday investors. Champion of digital assets as a means of driving more ways capital formation and inclusion. Lover of all things lean and agile product development. Deep appreciation of design thinking in shaping user-centric solutions. I’ve launched many successful products and services that have raised billions of dollars. Battle-tested business leader and executor. Aspiring servant leader. B.A. in Economics from Smith College, an M.B.A from Columbia Business School, a CIMA designation from the Investments & Wealth Institute (formerly IMCA) and hold 7, 66 and 24 securities licenses. While at business school won both the coveted Toigo Foundation and Goldman Sachs Fellowships. Expertise areas include operating advisory, broker-dealer and digital asset businesses | setting & executing business strategy | model portfolio management | FinTech & financial advisory product management and innovation | leading scaled lean-agile product development transformations | driving customer-centered product solutions | leading product teams that shape digital client experiences | advancing diversity and inclusion techniques in recruiting and talent development | and regular media appearances to serve as a thought-leader in personal finance topics.