Senior Vice President, Director of Digital Platform & Experience
Mrs. Pakula joined Fieldpoint Private in 2010 and has thirteen years of industry experience. She is responsible for the management of Fieldpoint Private’s Wealth Management Platform, which includes performance reporting and account aggregation, portfolio management tools and financial planning applications. Mrs. Pakula also oversees the firm’s strategic projects from defining requirements through the implementation to the training and support phases.
Prior to Fieldpoint Private, Mrs. Pakula was a relationship manager with Morgan Stanley Smith Barney. She earned her undergraduate degree from Babson College. Mrs. Pakula resides in Darien, CT with her husband and two sons.