As Fulcrum’s Chief Operating Officer, I do more than pay ruthless attention to operational detail. With more than thirty years of involvement in wealth management, I focus on bringing the front-office and back-office together. Roles in relationship management, sales and marketing, operations management, and systems management at both small and large wealth management organizations have given me a rare and valuable management perspective. No matter the effort, my approach is consistent: Identify the challenge. Create a sustainable solution. Lather, rinse, repeat.