Ridgewood, New Jersey, United States
With over three decades of experience in financial services and technology leadership, I currently serve as Head of WFG Technology at Transamerica, focusing on technology platform transformation, leadership development, and strategic business growth. My work emphasizes financial education, client engagement, and mentorship initiatives to empower teams and drive organizational success. My expertise spans trading systems, hedge funds, and equities, enabling impactful contributions to financial strategies and technology integration. Passionate about fostering innovation and collaboration, I am committed to delivering solutions that support team development, enhance client outcomes, and align with Transamerica's mission.
Responsible for leadership development, business growth, and financial education initiatives. Leverage more than three decades of experience across financial services and technology leadership to support team development, organizational growth, and client-focused financial strategies. Key areas of focus: • Technology Platform Transformation • Leadership and team development • Business growth and expansion • Financial education and client engagement • Mentorship and coaching • Strategic planning and execution
Industry Advisory Board Member for College of Computer Science