As Chief Technology Officer, I am charged with making decisions for the strategic direction of technology at Sequoia. Along with the execution of our tech strategy, I oversee the technology roadmap, budgeting, and planning. Fully understanding our clients’ needs and desires is paramount, and our technology strategy is reflective of that.

I work closely with our advisors and firm leadership to identify opportunities to improve operational efficiency, effectiveness, and impact on our client experience with the use of technology. I strive to add value by supporting relationship intelligence through technology which allows us to deliver more personalized services and make informed decisions that will increase the productivity of our team while helping clients achieve their financial goals