
Versatile, collaborative and innovative leader and C-suite advisor with extensive experience implementing high impact, transformational business solutions at multiple organizations. Proven ability to translate strategic objectives into actionable plans, align business and IT, drive organizational change, and implement efficiency improvements. Efforts have continually increased revenue, decreased expense and improved the client and employee experience. I love making new professional acquaintances so please feel free to reach out to me if you want to chat about artificial intelligence, blockchain, fintech, investments, or the Chicago Cubs. Areas of Expertise Business Strategy | Wealth Management | Business Development | Product Development | Innovation | Asset Management | Process Optimization | Thought Leadership | Digital Transformation | Investment Advisory | Anti-Money Laundering and Compliance [Certified Anti-Money Laundering Specialist & ACAMS Member until August, 2024] | Relationship Management | M&A | Digital Assets | Payments | Start-ups | DeFi
epam.com
mercer.com
pointb.com
flexa.co
northerntrust.com
United States
Vice President, Head of Wealth Management, North America
EPAM Systems
• www.linkedin.com/company/epam-systems
Jan 2024 - Present
Chicago, Illinois, United States
Chief Compliance Officer
Flexa
• www.linkedin.com/company/flexahq
Jan 2022 - Dec 2023
Senior Vice President, Financial Services
Flexa
• www.linkedin.com/company/flexahq
Jan 2021 - Dec 2022
Managing Principal, Financial Services Consulting
EPAM Systems
• www.linkedin.com/company/epam-systems
Jan 2020 - Dec 2021
Global Financial Services Principal
Point B
• www.linkedin.com/company/point-b
Jan 2016 - Dec 2020
Senior Vice President - Director of Wealth Management Tools and Platform Strategy
Northern Trust Corporation
• www.linkedin.com/company/northern-trust
Jan 2006 - Dec 2016
Senior Sales Associate
Ibbotson Associates
Jan 1993 - Dec 1996
Internal Wholesaler
Kemper Financial Services
Jan 1992 - Dec 1993