As Chief Digital Officer at Fiduciary Trust International, I drive digital transformation by uniting innovation, operational excellence and client-centric design. With a proven record of industry-firsts—including developing the wealth management industry’s first advisor tablet app and holding a patent approach to holistic advice—I architect digital strategies that deliver seamless, transparent experiences for clients and advisors. My leadership bridges strategy and execution, fostering a culture of inclusion, creativity and trust across the wealth management landscape.
My Experience
Accomplished digital executive with a rich background in leading transformation for top-tier financial institutions for nearly 20 years. As Chief Digital Officer at Fiduciary Trust International, I oversee the strategic direction and implementation of digital channels, driving operational efficiency and cohesive experiences for clients and advisors. Previously, I held senior innovation roles at Wells Fargo Private Bank, where I pioneered new technologies for ultra-high-net-worth clients and led award-winning digital initiatives.
Education
- University of Phoenix, Bachelor of Science (BS), Management
- Cornell University, Certificate, Blockchain Essentials (March 2021 - June 2021)
- Texas McCombs School of Business, Post Graduate Program, Artificial Intelligence for Leaders (December 2023 - March 2024)