Experience

Summary

Enterprise operations director with a decade-plus track record across WealthTech operations, retirement, and global marketing technology. Lead post-M&A integration, Salesforce, WealthTech and MarTech transformation, and responsible AI governance — translating executive vision into engineered, measurable operating models. Accountable for program health, budgets, vendor governance, and the sustained change that follows go-live.

Experience

• Director, Enterprise Business Technology

  Apr 2025 – Present

  Alera Group

  • Lead the business-technology function: 4 direct reports, a consulting partner, and three vendors, against a $2M technology budget influenced — work that has to show up in efficiency, value, and executive reporting.
  • Cut about $150K (25%) from a ~$600K legacy CRM run-cost after Redtail and other CRMs moved into Salesforce — licenses, admin time, and duplicate data work once the old systems were no longer the operating system.
  • Own enterprise Salesforce transformation, directing Salesforce administrators, business systems analysts, and development engineers: a Center of Excellence, ten net-new business processes, and CRM migration from Redtail and other systems. Reallocated existing budget to specialized Salesforce capacity.
  • Run post-M&A technology transitions with the deal in the plan: pro forma assumptions, EBITDA targets, and synergies sequenced into advisor transitions, billing, compensation, and operations. Centralized direct billing and advisor compensation across a ~$24M revenue base; reduced operational costs 25% through process optimization and automation.
  • Partner across Finance, Operations, Technology, Legal, Compliance, and Marketing. Stood up SSO and Salesforce security posture with InfoSec, compliance guardrails, and a responsible-AI governance model for firm-wide adoption.

• Consultant

  Nov 2024 – Mar 2025

  EP Wealth Advisors

  • Delivered the Salesforce CRM deployment and migrated more than 20 million records from Practifi and HubSpot to Salesforce Financial Services Cloud and Salesforce Marketing Cloud.
  • Redesigned lead routing and journey builders; lead conversion time down 35%, with a cleaner marketing-to-sales handoff.
  • Led CRM work for advisor sales workflows, client acquisition, and reporting analytics, with Sales, Marketing, and Operations on the roadmap.
  • Ran Agile delivery with Salesforce administrators, business systems analysts, and development engineers for CRM enhancements, data migration, and integrations to BI and downstream financial systems, with data integrity as a named risk.

• Director, Marketing Technology Operations

  Feb 2022 – Aug 2024

  Akamai Technologies

  • Directed Marketing Technology Operations for a global revenue stack (Marketo, Salesforce Marketing Cloud, Salesloft, 6sense, LeanData). Acquisition, scoring, routing, nurturing, and SDR/MQL automation ran as one system.
  • Improved operational efficiency 40% through implementation of new systems and workflows.
  • Consolidated duplicative marketing tools and led change management for major MarTech rollouts, including quarterly reviews that tied spend to gaps and value.
  • Owned data hygiene and privacy (GDPR, CCPA) and the legal, security, IT, and procurement path for new tools. Partnered with Sales Operations on qualification and handoff.
  • Designed the Agile operating cycle for a global revenue tech stack, built the MarTech and AI-tool roadmap, and worked with the website team on SEO, GEO, and content priorities that needed real capacity.

• Director of Enterprise Operations

  Sep 2013 – Jan 2022

  MissionSquare Retirement

  • Led digital transformation of enterprise operations, improving operational efficiency 35% and reducing process bottlenecks 40%.
  • Deployed Salesforce and ran the sales-operations systems that kept pipeline, data, and reporting usable across departments for the duration of the role.
  • Operated Seismic as the enterprise content platform: intake, tagging, compliance review, expiration, and Salesforce integrations. Advisors worked from current, supervised content.
  • Built the operating cadence around data accuracy, reporting integrity, and tool sprawl. Trained sales and operations teams until adoption held after each rollout.
  • Aligned sales, operations, and compliance on one process for CRM and advisor content. Salesforce and Seismic ran as one system.

Certifications

• Project Management Professional (PMP)

  Project Management Institute

Education

• B.S., Business Administration — Finance

  2005

  California State University, Northridge

Skills

Transformation

• Salesforce Financial Services Cloud
• Post-M&A technology
• Center of Excellence
• CRM data migration

Marketing technology operations

• Salesforce Marketing Cloud
• Lead lifecycle and routing
• Marketo / RevTech
• Pipeline and forecasting visibility

Practice

• PMP / Agile / Scrum
• Responsible AI governance
• Process engineering
• Executive business cases

Leadership

• Direct-report leadership
• Executive partnership
• Cross-functional influence
• Leading change

Tools

Wealth & RIA

• Salesforce FSC
• AdvisorBOB
• AdvicePay
• eMoney

Enterprise

• Salesforce Marketing Cloud
• Marketo
• LeanData
• Salesloft
• 6sense
• Seismic
• Practifi

Operations

• Jira
• Asana
• DocuSign
• Smarsh
• Global Relay