CEO & Executive Head of Partnerships and Alliances
Strategic Consultant and Solutions Expert with Executive Experience in Banks,Broker Dealer,Credit Union,Insurance and RIA's. Wealth Management Leader and Innovations Pioneer with hands-on experience in ,Request for Proposals,Go to Market Strategies,Fintech Solutions, Partner Integrations, CRM, Social Media Marketing, Financial Planning Software and Saas.
Uniquely positioned on the corner of Partnership and Integration,I uniquely create Differentiation and Positioning strategies that embrace holistic technology solutions for driving a better Customer and User experience.As a Champion for "Emerging Players", my 360 view incorporates Market readiness,Target market pricing modeling, and Implementation Optimization.
What We Do
Strategic Partners Program
Driving Growth Through our Partners
An amazing firm that is "ferociously" committed to its people and their vision, always doing what it takes to support their team. We're grateful to be a part of the Integrated Alliance Program.