What I've done
Proven inside four institutions.
Career timeline.
- 2021–2026Wells FargoManaging Director, Head of Affluent Markets$4.2B identified · $300M+ funded in 3 months · +13% realized revenue growth · $700M+ UHNW year one
- 2020–2021LPL FinancialAVP, Strategy, Innovation & Digital Platformsindependent advisors, LPL Lead Assist
- 2016–2020UBSAssociate Director, Digital Strategy & PlatformsUBS advisors, 100% message consistency
- 2009–2016U.S. TrustVice President, National Salesnew AUM through advisor onboarding, U.S. Trust, 14 markets
Recognition · 2025 InvestmentNews Wealth Management Trailblazer · 2025 WealthManagement.com Thought Leadership Award · 2023 InvestmentNews Rising Star · 2022 AAAA Top 50 Under 50
Patent · U.S. Patent Application No. 20260004354 — Signals of Clarity™ (filed as Pillars of Understanding) · Explore the framework