S. Finder Email Address

Advisor

First Republic and its subsidiaries offer private banking, business banking and private wealth management, including investment, trust and brokerage services.

Experienced, results-oriented executive passionate about driving exceptional CX, the intersection of human and digital experiences and strategy, FinTech innovation and large scale transformation. Exec roles focused on consumer-retail, corporate and B2B2C intermediary models, in wealth management, asset management and private banking (in the U.S. and across the globe). Emphasis on high impact CX leadership for industry out-performers in growth and client satisfaction (e.g. NPS). Proven track record in championing & delivering differentiated (integrated physical / digital) client experiences, and enterprise facing solutions. Develop, integrate & lead high performing teams across Digital, Marketing, Technology, Operations & Business Line functions. Leadership of large and small, domestic and global teams (via organic growth, as well as large scale M&A). Key functional experience includes Product Management, User Experience and Design, Project Management, Software Development and Support. Development via both internal teams and outside fintech and other partners. Leadership of CX, Mobile / Digital Banking, Financial Wellness, Digital Marketing, Client Acquisition, User Adoption, Lifecycle Marketing, Data Analytics, Social Media & Enterprise Collaboration. Significant experience in Sales, Partnerships, Negotiation, and Executive level Key Account Relationship Management.