Greg brings over 35 years of Financial Services and Information Technology experience with a focus on retail, retirement and trustee services. Greg helps clients create and manage large business and technology transformation initiatives that deliver new product and servicing capabilities and improve customer satisfaction while optimizing their business operations.


Business Strategy, Business Case Development, Program Management and Delivery, Information Technology, Vendor Management

Relevant Experience

  • Led a multi-year business and technology transformation program for American Funds Retirement business. Responsible for creation of the business strategy, recordkeeping platform strategy, program management, governance, and successful delivery of all initiatives including business case realization
  • Led a multi-year business and technology transformation program for American Funds Transfer Agency (retail) business to improve adoption of self-service channels, deliver a proactive service experience, and reduce servicing cost. Responsible for the creation of a customer servicing strategy, the definition of key initiatives/business capabilities, governance model, program management and delivery. Ensured all initiatives were delivered successfully and business benefits were achieved
  • At Invesco and Northern Trust, led the Information Technology divisions that provided new product development, system enhancements for all retirement services applications, and the management of all network/computer operations for multiple the offices. Developed the overall technology strategy for each organization focusing on the deployment of existing technologies and the research and development of future technologies

Prior Positions Held

  • Director, Projects and Technology – Capital Group (American Funds)
  • Chief Information Officer – Invesco Retirement
  • Chief Technology Officer – Northern Trust Retirement Consulting