Enterprise Growth & AI Transformation Executive — Wealth Management
Seventeen years turning enterprise vision into operating reality across multi-billion-dollar advisory platforms — growth, AI and platform adoption, succession, and transformation. Open to full-time, fractional, advisory, and board mandates.
AI-native platforms are offering planning, allocation, and service at a fraction of the traditional fee. The question in every advisory firm is no longer whether clients will ask — it is what you say when they do.
2026
The year AI advice became a client conversation, not a conference topic
Decks get approved. Platforms get bought. Then adoption stalls in the branch, the advisor keeps the old workflow, and the growth number goes unowned. The gap is never the idea — it is the operating cadence behind it.
Enterprise growth, AI and platform adoption, succession, and transformation across multi-billion-dollar advisory organizations — always with a name attached to the number.
$4.2B
Net new AUM across multi-market wealth organizations
Twenty seconds, four questions, and you leave with the white paper, client-ready email templates, and talking points built for your channel.
Free for advisors
Get the AI Readiness Toolkit: a white paper, client-ready email templates, and talking points built for your channel — broker-dealer, independent, RIA, or hybrid. Takes 20 seconds, no call required.
Instant download. No list rental, no sharing.
You own the growth number and the operating burden at the same time.
See the mandatesScale exposed the gaps between enterprise strategy and field execution.
Review the track recordYou need diligence-grade evidence before adding an operator, executive, or director.
See where I fitYour continuity plan needs to survive contact with clients and economics.
Open the frameworksWealth management is consolidating and re-pricing at the same time. Scaling independent practices, RIAs, and enterprise wealth networks takes more than a top-down mandate — it takes an operator who understands the emotional reality of advisors, the friction of operational transition, and the discipline of multi-channel organic growth. My work sits where strategy becomes a weekly cadence with a name attached to it.
Systematic acquisition funnels, multi-generational wealth programs, and cross-channel business development built to compound rather than spike.
Use-case scoping, vendor evaluation, and adoption of AI and digital workflow across regulated, distributed advisor teams.
Readiness-led frameworks that evaluate intent, reduce transition risk, and protect revenue through the handoff.
Built for RIAs, enterprise wealth platforms, and aggregator networks navigating their next scale horizon — from $5B to $50B+ in AUM.
Interim or ongoing operating leadership
Install operating cadence, workflow discipline, and margin accountability without adding a permanent C-suite seat.
Organic growth and market expansion
Own enterprise organic growth, advisor marketing pipelines, new-market entry, and the platform capability that supports them.
Adoption inside regulated field teams
Scope the use cases worth funding, evaluate vendors, and drive adoption where advisors actually work.
Practice continuity and advisor transitions
Lead readiness diagnostics, onboarding architecture, and integration discipline so transitions retain clients and revenue.
Governance and scale-horizon counsel
Advise founders and boards on scalability, advisor sentiment, platform strategy, and durable growth economics.
Twenty minutes is usually enough to name the constraint and the right engagement shape.
Book a Growth Diagnostic CallSeventeen years of enterprise growth, advisor experience, and AI-driven platform transformation don't belong to one job title. Depending on the firm, the same work is called growth, product, distribution, or transformation. Here's where it lands, and what it's built on.
What the role owns
The mapping
Head of Affluent Markets at Wells Fargo, where I launched a Sports & Entertainment UHNW division that secured $700M+ in AUM in its first year.
What the role owns
The mapping
Orchestrated the strategy delivering 13% YoY revenue growth and $4.2B in net new AUM by professionalizing business development and field execution.
What the role owns
The mapping
Led generative AI portfolio delivery at Wells Fargo — scoping, vendor evaluation, and rollout across distributed advisor teams. U.S. patent pending (#20260004354) for an AI framework for behavioral client engagement.
What the role owns
The mapping
Ran nationwide platform rollout and change management for 6,000+ UBS advisors, then digital practice-management frameworks for 16,000+ independent advisors at LPL.
What the role owns
The mapping
Commanded national sales and advisor distribution across 14 regional markets at U.S. Trust, accelerating $324M in new AUM.
What the role owns
The mapping
The current mandate — operating leadership for RIAs and platforms without adding a permanent C-suite seat.
What the role owns
The mapping
Served as the primary business-to-technology translator at Wells Fargo, converting ambiguous growth goals into technical roadmaps across Product, PMO, Risk, and Compliance.
What the role owns
The mapping
C-suite advisor and chief strategic spokesperson managing regulatory and platform consistency across multi-billion-dollar business lines.
What the role owns
The mapping
Owned behavioral KPIs for LPL's High Performer Profile initiative, using data to eliminate workflow bottlenecks and scale advisor capacity without adding headcount.
What the role owns
The mapping
Co-architected and launched “Lead Assist,” a digital referral platform, working directly with engineering, analytics, and marketing through launch — built for the advisor, from the buyer's side of the table.
What the role owns
The mapping
Seventeen years across wirehouse, independent broker-dealer, RIA, and private wealth channels — the audience asset managers are trying to reach.
What the role owns
The mapping
Program-managed elite HNW advisor onboarding and enablement infrastructure, resolving cross-functional deployment friction across 14 markets.
If your title isn't here but the constraint sounds familiar, that's usually the right conversation.
$0.0B
Net new AUM delivered
Affluent Markets growth strategy, 2021—2026
0%
Year-over-year revenue growth
Enterprise growth strategy, Wells Fargo
$0M+
First-year AUM, Sports & Entertainment platform
Built from a blank page
0+
Advisors served by platforms built
LPL Financial and UBS field programs
An AI framework for hyper-personalized client engagement built on financial behaviors, core values, and behavioral archetypes.
$700M+ first-year AUM
Designed and launched a specialized Sports & Entertainment wealth platform from a blank page — segment thesis, advisor coverage model, and referral engine.
$4.2B net new AUM
Rebuilt enterprise organic growth around one prioritized segment, named channel owners, and a weekly pipeline review that read activity as well as outcomes.
16,000+ advisors enabled
Built digital practice-management frameworks and co-architected an enterprise referral platform for a national independent broker-dealer.
$324M new AUM across 14 markets
Led advisor and client-engagement strategy in private wealth, translating national strategy into market-level execution.
Each download unlocks after a short form so I know who is working on what. The resume is never gated.
A five-archetype diagnostic for reading advisor readiness, transition risk, operating friction, and growth intent.
The sequenced operating roadmap that connects segmentation, behavioral insight, digital workflow, and referral channels to one growth cadence.
Field-ready models for family discovery, life-event activation, and next-generation relevance before wealth transfers.
Succession
August 18, 2026
Most continuity plans fail long before the paperwork. The exposure sits in undocumented client relationships, unclear economics, and a founder who has never tested the handoff.
Organic Growth
July 2, 2026
Enterprise growth rarely stalls for lack of strategy. It stalls because no one owns the weekly rhythm that converts strategy into advisor-level activity.
Digital Transformation
May 20, 2026
Adoption is not a training issue. Platforms get used when they remove a step an advisor already resents, and get abandoned when they add one.
Seventeen-plus years spanning premier wirehouses, a national independent broker-dealer, and private wealth — complex governance, high-stakes client pipelines, and multi-market advisor organizations.
A career built on execution
A short visual chapter through the institutions, operating environments, and growth mandates that shaped my approach to advisor experience, platform strategy, and accountable execution.
Nov 2021 – May 2026
Managing Director, Head of Affluent Markets — Strategy, Innovation & AI Transformation
Owned enterprise growth strategy across a multi-market wealth organization: 13% YoY revenue growth, $4.2B net new AUM, and a specialized Sports & Entertainment platform that secured $700M+ in first-year AUM.
Dec 2020 – Nov 2021
AVP · Strategy, Innovation & Digital Platforms
Built digital practice-management frameworks serving 16,000+ independent advisors and co-architected an enterprise referral platform.
June 2016 – Dec 2020
Associate Director · Digital Strategy & Platforms
Connected enterprise digital strategy to field execution for 6,000+ advisors, advancing platform adoption and repeatable growth playbooks.
Aug 2009 – June 2016
Vice President · National Sales
Led advisor and client-engagement strategy across 14 wealth markets and accelerated $324M in new AUM.
Full credentials
Complete role history, scope, and outcomes — on the web or as a PDF.