Featured Highlights
- Built and launched onboarding for self-directed and advisor-assisted accounts, scaling to 1M+ new accounts in 2024 (+20% YoY) across mobile and web.
- Align leadership on priorities by translating tradeoffs into actionable roadmaps across business, engineering, design, and risk.
- Drive adoption and efficiency on a platform used daily by 2K+ clients.
Experience
Jan 2022—Present ED, Onboarding General Manager • J.P. Morgan Wealth Management
Apr 2018—Dec 2021 VP, Digital Product Owner (Online Investing) • J.P. Morgan
2010—Mar 2018 Analyst/Associate & VP, Strategic Programs • JPMorgan Private Bank
Education
2006—2010
B.S. Economics, Minor in Finance
• Syracuse University
Honors
Renée Crown University Honors Program • Magna Cum Laude • Phi Beta Kappa • GPA 3.84