Principal Concierge facilitating superior client service for Copia's wealth management platform. Engaging with ultra - high - net - worth clients and collaborating across teams in a fast - paced environment.

Copia helps those with complex portfolios simplify their wealth.
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Principal Concierge facilitating superior client service for Copia's wealth management platform. Engaging with ultra - high - net - worth clients and collaborating across teams in a fast - paced environment.
Product Owner managing finance transformation at Copia Wealth Studios, a team of innovators creating financial intelligence platforms. Leading product development through collaboration and agile methodologies.
Intermediate Full Stack Developer at Copia Wealth Studios tackling radical finance transformation. Shape best practices and participate in innovative product development for high net worth investors.