Head of Marketing and Partnerships, Americas
Vestmark provides VestmarkONE, a unified wealth management platform offering comprehensive, real time technology that enables broker-dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver holistic wealth management and a full range of advisory solutions.
I help firms across the wealth management landscape achieve meaningful organic growth by crafting, implementing and evangelizing their technology vision. I've started, built and sold a fintech... worked closely with RIAs, BDs, Banks, Robos and TAMPs to construct and optimize their tech stacks... and helped boutique and global asset managers apply technology to grow AUM. Having worn many hats across Strategy, Product, Marketing, Biz Dev, Ops and Finance, I offer a broad and balanced perspective that drives cross-functional collaboration and timely execution. I’m energized by the blank sheet of paper, enjoy constructing wireframes as much as business plans, and pride myself on connecting the creative, technical and financial dots to drive innovation & growth. Ultimately, I’m passionate about building great teams & disruptive technology that work in harmony to deliver better investor outcomes.
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