Is digital transformation at the top of your priority list, but you aren’t sure where to start? Have you started a transformation effort, but not seen the outcomes you were hoping for? Let’s talk.
My passion is helping financial services companies deliver innovative digital experiences and streamline operations by leveraging technology.
Financial services companies play a crucial role in empowering individuals to achieve financial security & stability, enabling business growth, supporting the communities they serve directly & through facilitating large-scale projects, and ensuring equitable & ethical access to financial resources and markets. Across my career, it has been my goal to help them better fulfill this mission through improved experiences and efficiency.
Across my career, it has been my goal to enable companies across the financial services sector better fulfill their mission through improved customer & user experience and by realizing operational efficiency. Over the last ten years as an advisor, I have helped financial organizations of all sizes leverage technology to transform their business. This built on my experience leading operations and technology roles at optionsXpress and Charles Schwab.
Helping my clients envision & craft innovative experiences requires a unique ability to connect business strategy, industry trends, technology implementation, and change management.
I am active within the industry as a thought leader to help stimulate conversations between companies, professionals, and students about where the financial services industry is going and inspire contributions to building our mutual future. I write, speak, and share content to share my ideas and amplify the ideas of others while building meaningful connections.
Follow me to catch my bi-weekly podcast “Banking on Disruption” where my co-host Dane Grove and I dig into the trends that are driving the banking, the broader financial services industry, and the Salesforce ecosystem.