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)
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!