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Dallas/Fort Worth Area United States

VP & Head, Wealth and Brokerage

Finance / Banking / Insurance

An internationally experienced executive who helps others understand how to utilize technology in order to create a strong bridge between Data, Business Operations, and Revenue Growth. With a focus on the interaction between the Customer, and the Business that supplies various products and services, he has helped connect digital investments to enterprise KPIs while promoting and maintaining a balance between business and technology. He has helped achieve net positive transformation by delivering a digital roadmap with tactical value through his “Bridge-to-Reality” solution and proprietary 7 step process. With more than 26 years of experience in Financial Services and Capital Markets,...