Independent consultant providing private confidential guidance, consulting, mentoring and advisor services to technology and financial services firms. Providing C-level, senior managers or executive leaders with discreet consulting and advisor services.

Vice President in the Fidelity Brokerage Technology division. Leading an organization of over 130+ people and managing an annual budget of approximately $19 million. 2019-2021 Chapter Area Leader responsible for Money Movement, Customer Account Data Management and Transfer of Assets systems.