2017-2020
Technology Consultant
Founding Team Member
Set up SEC compliant technology infrastructure and security protocols for the wealth management firm, ensuring all financial data handling met regulatory requirements while maintaining a streamlined user experience.
Led the evaluation and selection process for technology partners and vendors, creating a robust ecosystem of integrated solutions that supported client management, portfolio analysis, and financial reporting needs.
Conducted comprehensive research to support the firm's investment thesis and overall business strategy, analyzing market trends and financial data to inform decision-making and strategic direction.