SVP, Wealth Management, Compliance, and Risk Technology
Raymond James
• www.linkedin.com/company/raymond-james-financial-inc-
• Full-time
Jul 2018 - Present
Managing Director, Global Technology
JPMorgan Chase
• www.linkedin.com/company/jpmorganchase
Oct 2011 - Dec 2017
New York
Managing Director
UBS Wealth Management Americas
• www.linkedin.com/company/ubs
Dec 2006 - Feb 2011
Divisional CIO
Prudential Financial
• www.linkedin.com/company/prudential-financial
• Full-time
Jan 2003 - Dec 2006

Technology leader with deep experience driving innovation in financial services. Currently at Raymond James, where I lead front office technology as well as systems supporting risk and compliance. I also lead the firm’s enterprise AI efforts, working across business lines to integrate AI in practical, responsible ways. Previously held senior technology roles at JPMorgan and UBS. My focus has always been on building strong teams, solving real problems, and applying emerging tech where it makes a difference.
prudential.com
jpmorganchase.com
ubs.com
raymondjames.com
St. Petersburg, Florida, United States