I have experience in retail management, banking, and wealth management. My experience in wealth management is on both the broker/dealer side and the RIA side. My duties on that space have ranged from client services/ops to junior advisor and portfolio manager/trader. I have experience in giving financial advice to clients on both the wealth management side for individuals and families to plan sponsors and participants on the 401k side. I've worked with a wife variety on FinTech stacks during my tenure and helped implement a Salesforce build for one firm.More...