Lenny A.
Wealth Management Advisor Platforms & Independent Solutions / RIA Technology Management
- Role
- Managing Director - Technology Executive at Wells Fargo
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lenny A.
Lenny serves as Head of Advisor Platforms, Independent Advisor Solutions, and Advisor Field Servicing Technology Management at Wells Fargo. He oversees strategy, design, and technology development for the Advisor Platform to drive growth across Full Service and Independent Advisor channels.He joined Wells Fargo in 2021 as Head of Advisor Platforms Technology and expanded his leadership in 2023 to include Digital Product Management for Wealth Management Advisor Platforms, Field Servicing, and Platform Coaching & Support. Prior to Wells Fargo, Lenny spent 13 years at JPMorgan Chase, supporting both Consumer Banking and Asset & Wealth Management technology and product development.
Experience
Managing Director - Technology Executive
May 2025 — Present
As the Head of Advisor Platforms, Field Servicing, and Independent Solutions Technology Management, Lenny leads the strategy, design, and development of the Advisor platform experience to enable growth across our Full Service and Independent Advisor channels.
Education
Syracuse University
BS, Information Management and Technology. Minors: Global Enterprise Technology, Economics
2007 — 2011
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