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TiE Boston Charter Members
Head of Tax Exempt Business & Retirement Solutions, EVP
I have a passion for leading, coaching and developing high performing teams—it’s what inspires me to get up every day. I enjoy business strategy in a way that brings fresh perspective to product development, branding and marketing. I follow a practice of building relationships, and I’m skilled at achieving senior management buy-in and leading complex and critical initiatives. In my experience, the true testament of a leader is whether you can spark novel thinking and lead people to take action. For me, the impact of strong leadership in financial services is through helping people make decisions with their financial futures.
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