Doug has witnessed and been a part of the evolution of BPM for the last 15 years. Platforms have matured to offer clients many solutions in a low/no code fashion to realize transformational acuity. Doug has been on the forefront with clients to drive the change required to capitalize on all facets offered by workflow automation and process management. He has lead integrations, architectural design and testing efforts to help clients achieve increased productivity and cost savings by delivering a streamlined future state environment. Doug’s industry expertise coupled with a deep understanding of process management and automation allows him to stay ahead of the rapidly changing world of workflow platforms as they relate to the wealth management industry. Doug lives in North Carolina.

What excites you most about the WealthTech industry right now? 

The biggest generational transfer of wealth is now underway as Baby Boomers pass down their wealth to Generation X who are accustomed to a more digital experience. I am excited to be a part of the solution to cater to this younger generation during this WealthTech Revolution.

Who or what inspires you in your job? 

I am inspired when a client feels empowered at the conclusion of a project achieving things they never thought possible.

What are three words that describe how you do your job? 

Driven, Transformational, Meticulous