I am a seasoned operations and marketing professional with extensive experience in the financial services industry. Currently, as Director of Operations at RZH Advisors, LLC, I manage the firm's technology platform, develop strategic solutions, oversee compliance, and play a key role in shaping the company’s marketing strategy. My role involves handling operational, legal, and technological aspects to ensure business growth and regulatory compliance.
Prior to joining RZH Advisors, I spent nearly a decade at BNY Mellon, where I held multiple senior positions, including Vice President of Corporate Marketing and Vice President in the Office of Quality Assurance. At BNY Mellon, I was integral to driving a global rebranding campaign, managing client marketing initiatives, and overseeing a corporate culture initiative focused on enhancing the client experience.
Earlier in my career, I served as Vice President and Chief Marketing Officer at MainStreetIPO.com, where I developed strategic marketing and advertising programs for an online IPO Dutch auction platform. I also held key roles at The Citibank Private Bank, where I led marketing efforts for wealth management strategies, and at Marsh & McLennan, managing insurance coverage for a portfolio of financial clients.
I hold a B.A. in Economics and Business from Lafayette College, with additional studies in Paris at Boston University.More...