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A seasoned technology professional focused on the financial services community. Over the past 22 years, I have worked with both buy side investment advisory firms as well as technology vendors that provide platforms to the financial services community. This broad experience of working with a variety of firms has provided me with a unique understanding of what investment advisory firms need and how technology firms provide solutions to these firms. Over the past eight years, I have applied that experience to help a number of advisory firms manage through transition in their business, detect inefficiencies in their operational model, and implement solutions to address them. Prior to Purveu, I managed technology for a large MFO for six years and helped to implement the full technology and operational platform used to manage the business.