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.