Accomplishment(s): I am very proud of the fact that I was named chairman of Riskalyze this past year. It has always been a passion of mine to enhance how advisors work with their clients, and there are many things we’re working on at Riskalyze to make that a reality for tens of thousands of advisors every day.
We also made major strides in Riskalyze’s enterprise solutions, which include a completely digitized bundle of offerings for firms to comply with Reg BI.
How to get more women into WealthTech: There are so many great women in our industry, and from my vantage point, I can easily see the impact of the work that so many of us have done to move the needle. We still have work to do.
I believe we need to turn our attention toward the many talented women who simply don’t know how to best position their careers for success in wealth tech. This industry is primed for careers centered on creativity and a deep understanding of user experiences. In my opinion, women are extremely well-suited for roles like these.