As Head of Vertical Sales and Market Strategy, Gary works across sales, marketing, service, and product to define and execute strategies that position DFIN to expand market share with third-party administrators. Gary brings more than 30 years of experience in the financial services industry, with deep expertise in mutual fund operations, product, and technology. Prior to joining DFIN in March 2026, Gary served as Head of US Fund Administration at Northern Trust for three years, led Global Market Strategy at Confluence, and held senior leadership roles at BBH, JPMorgan, Deutsche Bank, and State Street. Gary holds a bachelor’s degree in Business Administration with a concentration in Finance from Bryant University and is based in Boston, MA.
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The Future-State Operating Model Series: The Operating Model IS the Strategy
