• Lead and manage cross-functional workstreams to deliver on Tax Overlay and Centrally Managed Platform initiatives.
• Drive enterprise alignment on roadmap goals, timelines, and prioritization strategies.
• Ensure timely execution of deliverables through collaboration and communication with cross-functional partners, mitigating competing deadlines and managing resources effectively.
• Lead dynamic team in the delivery and implementation of world class service from the Tax Overlay program.
• Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals, approaching strategy with an entrepreneurial mindset, leveraging critical thinking to increase the value proposition of assigned products and programs.
• Build and maintain strong relationships with enterprise stakeholders, advisors, and advisory consulting teams.
• Partner with business leaders to prioritize enhancements, represent OPMG and Tax Overlay Trading in PI events, and support backlog grooming and prioritization.
• Influence business partners to ensure technical and operational requirements reflect user needs.
• Anticipate roadblocks and proactively resolve them to maintain momentum and alignment.
• Engage stakeholders to shape a seamless advisor and client experience across platforms.
• Drive organizational change initiatives, including communication strategies and training programs for new processes.
• Develop and present executive-level updates to communicate progress, challenges, and key metrics.
• Prepare and deliver data-driven presentations that facilitate executive decision-making.
• Identify and execute continuous improvement opportunities that increase scalability and efficiency.
• Monitor risks, gaps, and operational dependencies, partnering with product and compliance teams to resolve issues.
• Responsible for development and implementation of staff training program, and accountable for ensuring process and procedures are documented and reviewed on a regular cadence while remaining in alignment with LPL Compliance Requirements.

Assistant Vice President, Tax Overlay

Federal Tax Manager – Global Compliance and Reporting

Tax Senior Manager – Real Estate

Client Operation Services Lead – Property Tax, Mortgage, Real Estate

Tax Senior Associate

Associate Attorney – Tax Strategy, Optimization & Controversy Litigation