Teams at Mariner Wealth Advisors

Serve as an embedded security partner to business, product, data, and technology teams. Assess architectures, conduct threat reviews, develop secure-by-design patterns, guide SaaS and vendor selection, and translate security requirements into practical controls. Support identity, infrastructure, AI workflows, data strategy, M&A integrations, and automated guardrails while enabling teams through training and collaboration.

Provides security architecture and enablement across SaaS platforms, APIs, custom applications, data integrations, cloud environments, and AI workflows. Partners with product, engineering, data, architecture, identity, infrastructure, enterprise, and procurement teams to conduct threat reviews, develop secure-by-design patterns, assess vendors, implement guardrails, and manage risks. Translates security requirements into practical solutions, supports enterprise data strategy and M&A integration, and mentors teams as a trusted security advisor.

Manage asset allocation models and equity SMA strategies across client accounts. Monitor portfolio drift, cash needs, allocation tolerances, and investment guidelines; execute rebalancing and new-account implementation; maintain portfolio and account data; oversee UMA and custodial platforms; and improve portfolio management workflows, automation, scalability, and operational processes.