Troy Prieve

For over 15 years, I've thrived in the dynamic world of financial services, partnering with clients at leading institutions like Vanguard and Wells Fargo to navigate complex financial landscapes and achieve their ambitious goals. My journey as a Financial Advisor and Private Client Banker was built on fostering deep trust, delivering strategic solutions, and driving measurable success, consistently achieving over 90% client retention and contributing to significant portfolio growth, including co-managing a client portfolio of approximately $100 million. This experience has ingrained in me a profound understanding of client needs, regulatory intricacies, and the critical importance of robust, strategic planning.

Now, I'm channeling this extensive experience into a focused career in Project Management, with a passion for leveraging technology to innovate within the FinTech sector. My decision to pivot is fueled by a desire to apply my natural leadership abilities—often described as strategic and decisive—to spearhead impactful initiatives. I'm particularly energized by the transformative potential of Artificial Intelligence in revolutionizing project efficiencies and creating next-generation financial solutions. My engagement with AI extends beyond casual exploration; I've proactively acquired certifications through Coursiv in a suite of leading AI platforms, including Claude 3.7, Jasper AI, Stable Diffusion, DeepSeek, ChatGPT, MidJourney, and DALL-E.

This hands-on AI expertise complements my formal studies: pursuing a Master's in Management, actively working towards PMP and CAPM certifications, and enhancing my practical project management skills through Google's Project Management Certificate on Coursera. These endeavors are equipping me with cutting-edge methodologies and a comprehensive understanding of modern project leadership, enhanced by robust AI capabilities.

Even while undertaking this intensive learning, I recently embraced a hands-on management role at AZTEX Coffee & Taproom. There, I not only honed my operational leadership but also took the initiative to develop new digital tools, significantly streamlining daily tasks and inventory processes. I'm proud that, with my team, we successfully doubled revenue within a year—a testament to my ability to drive results and foster growth in diverse settings.

I am a results-oriented problem solver with a keen interest in how AI and intelligent automation can optimize project outcomes. My goal is to bring my unique blend of seasoned financial expertise, newly honed project management acumen, a certified proficiency in leading AI tools, and proven leadership to a forward-thinking organization. I'm excited to connect with innovators in Project Management and FinTech who are shaping the future.