As Head of Technology, Greg is responsible for defining the firm’s technology strategy and driving its execution. He brings together the resources of the firm to pursue new growth opportunities, establish strategic vendor partnerships and lead the execution of key business technology priorities to drive measurable results. Through this role, Greg is delivering a best-in class, digitally-enabled experience to advance how clients are served in the wealth management industry.
Greg joined RBC Wealth Management in 2018 as the Vice President of Advisor Platform & Technology. Previously, Greg was Senior Vice President of Enterprise CRM at City National Bank (an RBC Company) in Los Angeles. In this role, he led the development and implementation of several cloud technologies in modernizing how the bank services its clients.
Before RBC, Greg worked in various Information Technology senior leadership roles in Wealth Management, Investment Banking and Venture Capital\Private Equity in supporting and leading large-scale technology transformation programs, partnering with leading fintech’s, while driving technology and operational efficiencies.
Greg started his career at Fidelity Investments as an Operations Manager for their first online trading platform’s technical support. He graduated from Texas A&M University in College Station, Texas.