Our
Leadership

At &Partners, we know that access to banking capabilities like cash management and lending are critical to both advisors and their clients. I’m focused on ensuring that we have the right partnerships and structures to offer these services comprehensively. I also manage the finance function at &Partners. I consider myself to be a strategic CFO who focuses not only on getting the numbers right but also on continuously improving them.

Most recently, I was a managing director at Accenture where I led teams focused on organizational transformation within the wealth and brokerage industry. Over my career, I also held senior leadership roles at Wells Fargo Advisors, including head of strategy, responsible for the balance sheet and capital committee as well as operations, business technology, banking, client reporting, change management, fees and pricing, data analysis, and merger integration.