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Lead and manage the second-line IT SOX/MAR program, integrate IT SOX/MAR with state cybersecurity regulations, liaise with first-, second-, and third-line stakeholders, drive automation and continuous controls assurance using the GRC platform, provide technical guidance, resolve control and scoping issues, and lead/jointly manage team members on compliance and remediation efforts.

The Family Wealth Strategist leads and integrates wealth management strategies for high-net-worth families, aligning financial plans with family values and objectives while coordinating with advisors and partners.