Wendy has spent her career focused on using, building, designing and integrating technology tools to solve business problems.  A decade at IBM afforded her the opportunity to acquire deep Design Thinking expertise and play an integral part of transformation within multiple functions and business units.  In 2021 she pivoted to focus on the Wealth Tech and Services industry first with ECI, an MSP of cloud, cybersecurity and digital transformation to Private Equity, Hedge Funds and Family Offices.  Then in a strategic role at Ledgex, a portfolio management and accounting solution for Family Offices.  Based in Boston, Wendy now provides consulting services to a variety of stakeholders in the Wealth Management industry

As your partner, Wendy will strive for clarity and collaboration. Her first job is to understand your vision and needs, not to present her own. She values timeliness, direct communication and prototypes over presentations, as well as developing long-lasting relationships that extend beyond a single project.