The Opportunity Initiative is on a mission to connect millions of Americans struggling with their financial health to solutions from nonprofits, financial counselors, fintechs, government grants, and financial institutions.We combine media and technology to build awareness and trust in available resources. Through the innovative PBS series Opportunity Knocks (also streaming online), we share relatable stories of financial challenges and successes. By showcasing real families working with expert financial coaches, the show makes complex financial concepts relatable, removes the stigma of seeking help, and captures a broad audience often missed by traditional financial education.Viewers emotionally connect with these stories and are empowered to take action through The Opportunity Finder—a free tool that links individuals to practical local resources for their financial needs.Complementing the show is The Opportunity Coach, an interactive financial wellness app that lets viewers "Live the Show." By providing personalized, actionable steps to improve financial health, the app bridges the gap between awareness and action.This dual approach—engaging storytelling paired with practical, tech-based tools—has proven highly effective at driving consumer engagement. In an era of declining trust in institutions, our combination of relatable media and actionable resources reshapes perceptions of financial education, inspiring long-term behavioral change.As Executive Director, my responsibilities include:- Driving the strategic vision and execution of the organization’s goals.- Building and nurturing relationships with funders, partners, and community leaders.- Leading fundraising efforts through grants, donations, and partnerships.- Measuring program outcomes and preparing impact reports.- Representing the organization in public forums, media, and networking events

• Manage the customer strategy for low income/asset customer segment. Customer portfolio comprises over 50% of both existing retail households and new household growth.• Responsible and accountable for the customer segment strategy across all channels, products, programs, compliance, and support groups. This includes channel strategy, roadmap, prioritization, execution, customer experience, usability, support, vendor management, risk management and budget. Facilitate enterprise-wide collaboration for all segment-related initiatives.• Build advanced execution plans and growth strategies backed by research, data analytics and feedback from channels and other business lines with the ultimate goals to increase relationship depth, retention, and new customer acquisition. Achieve KPIs through effective deployment of customer-centric strategy.• Oversee economic, legal, regulatory, market and competitive analysis as well as internal organizational, financial, technical analysis. • Responsible for all research for customer segment including extracting customer data and analyzing market segment requirements. Ensure marketing campaigns and product initiatives are in line with the experience and defined value proposition. Led effort to gather Customer Financial Health data; compiled largest dataset of any US bank. Integrated Customer Financial Health data into retail datalake to drive product, service, and experience roadmap.• Promote Financial Inclusion and Financial Health across consumer bank in partnership with Retail Network, Community Affairs, Corporate Communications, Financial Education Resources, and Financial Wellness Coordinators. • Establish organization objectives and manage the planning, development, socialization, and implementation of strategic business objectives. Identify, evaluate, and manages new business opportunities, initiatives, and partnerships.

• Manage the Now Banking line of business, a product suite of alternative financial services. Product suite includes checking, savings, prepaid cards, credit options, and transactional services (check cashing, Western Union services, money orders) - Launched partnership with Self Financial to offer innovative credit building products. - Launched Bank On certified low-cost, no NSF/overdraft fee checking account.• Meet revenue and P&L targets through household growth in target segments, adoption of Now Banking services by traditional “fully banked” households, improving product and customer profitability. • Manage risk across multiple dimensions (compliance, legal, reputational, third-party, operational, etc.) and ensure adherence to all regulatory requirements, act as vendor relationship owner for complex and high-risk relationships. • Define roadmap, deploy new services, enhance existing products, and integrate new distribution channels. • Support the development of marketing materials, sales training, policies and procedures.• Evangelize for financial inclusion, promote Now Banking, celebrate and share results to all levels of the organization.• Manage digital and self-serve options including customer enrollment, money transfers, mobile immediate deposit

Over 9 years with BBVA Compass (formerly Compass Bank) marketing, I was responsible for various lines of business, most recently for Retail Small Business (which included all deposit, loan, and other products/services for businesses under $25MM, specializing in Healthcare and Professional segments) as well as consumer marketing for the Mass Affluent/Business Owner segment; Payments (which included credit, debit, prepaid cards; merchant services; other unsecured and direct lending products.) Previous experience managing marketing for Consumer Checking (which included debit, online, mobile, etc) and Consumer Lending (credit cards, home equity, unsecured, and mortgage.)• Develop and implement the strategic marketing plan for my line(s) of business• Plan, execute, and track marketing initiatives to meet annual sales and ROI goals• Manage the marketing budget for my lines of business, including forecast and post-mortem analysis• Supervise activities related to product marketing, retention marketing, website management, graphic design, advertising, marketing analysis and communications• Direct social media and other digital strategies as part of an integrated multi-channel plan• Present to senior level management, as well as other departments, regarding projects and marketing initiatives• Work closely with retail management, marketing teams, and advertising agencies to execute the day-to-day marketing activities• Leverage research on market share, brand awareness, customer satisfaction and website response rates to better align marketing campaigns with current and anticipated trends in the marketplace• Manage a team of associates to handle local marketing, promotional fulfillment, and execution/production tasks.

Managed sales and marketing for the in-store region (24 branches)

Managed 7 in-store locations for Mellon Bank