
Proven and passionate leader with 15 years of industry experience delivering results within asset management, wealth management, mortgage, insurance, and banking. My personal mission is to use my knowledge, skills and experience to improve the financial lives of others. In my current role I lead a team of product owners, user experience designers and analytics specialists to deliver an impeccable digital client experience to the financial advisors we work with and the clients they serve. During my career I have had the honor and privilege of helping individuals and families reach their goals through face-to-face personal financial planning. I have also created and executed marketing campaigns and built and managed digital products to support strategic corporate initiatives. I am at my best when I can combine my financial planning, marketing and technology experience to deliver digital products that improve the lives others at scale. Areas of Focus: • Team Building • Strategy & Innovation • Product Management • User Experience • Marketing Analytics • Agile / Scrum Qualities: • Inspiring Leader • Strategic Thinker • Fearless Innovator • Dynamic Public Speaker
dimensional.com
usaajobs.com
svb.com
bankofamerica.com
ameriprise.com
apexfintech.com
Dallas-Fort Worth Metroplex
Founder, Wealth Manager
LX Parker Wealth Management
• www.linkedin.com/company/lx-parker-wealth-management
• Full-time
Dec 2023 - Present
McKinney, Texas, United States
Director, Private Bank & Wealth Advisory
Silicon Valley Bank
• www.linkedin.com/company/silicon-valley-bank
• Full-time
Mar 2021 - Jan 2024
Dallas, Texas, United States
Sr. Manager, Content Marketing
Apex Clearing Corporation
• www.linkedin.com/company/apex-fintech
• Full-time
Oct 2019 - Mar 2021
Dallas, Texas, United States
Sr. Technical Product Manager
Apex Clearing Corporation
• www.linkedin.com/company/apex-fintech
• Full-time
Oct 2019 - Oct 2020
Dallas/Fort Worth Area
Vice President, Manager Digital Strategy
Dimensional Fund Advisors
• www.linkedin.com/company/dimensional-fund-advisors
Jan 2019 - Oct 2019
Charlotte, North Carolina
Founder
The Grillmobile
Oct 2012 - Apr 2014
Austin, Texas Area