As Head of Inclusion Transformation, Kai ensures that the delivery of Retirement and Personal Wealth Solutions' products and services are effective in meeting the needs of diverse clients and communities served by the organization. In this capacity, Kai collaborates with colleagues and partners to enhance employee well-being, to foster financial inclusion and to address the unique challenges confronting diverse populations. Kai began his career as an executive within the Merrill Lynch Global Wealth Investment Management organization and recently served as Enterprise Relationships Director. Kai also served as the National Director of Institutional Client Relationships and was responsible for coordinating the service and acquisition functions of the institutional and national client segment which maintained over $200B in assets and 4M accounts under management. Kai holds a B.S. in Mathematics from Gordon College and maintains certification in Economics from the University of Wisconsin. Kai also maintains his series 7, 66 and 24 registrations with FINRA. Kai is also and an acting member of the American Economic Association, Society of Human Resources and the Florida Council on Aging.