Business Executive | Speaker | Leadership Coach | Active Working MomWith over 20 years of experience in financial services, I have spent the majority of my career managing distribution teams focused on core planning strategies such as income generation, tax-efficient investing, and healthcare savings solutions. I’m passionate about developing strong, diverse talent and leveraging technology to drive efficiency and foster innovative thinking. These leadership principles have helped me build dynamic teams that adapt to industry changes while consistently delivering results.In my current role, I lead employee engagement and financial wellness strategy for our Workplace Benefits business at Bank of America. My team ensures the employees we serve have the right education, guidance, and wealth management support to achieve the retirement they envision.I am also an active speaker and leadership coach, deeply committed to developing future leaders both within my organization and throughout the broader Boston community. Through my work with numerous Bank of America mentorship programs, the Boston Chamber of Commerce Women's Network, and my teaching at Boston University's Questrom School of Business, I am able to focus on key topics such as: - Transformational Leadership: Leading through uncertainty, inspiring teams during times of disruption. - Emotional Intelligence for Leaders: Leveraging self-awareness and relationship-building to foster strong teams. - Women in Leadership: Overcoming barriers and empowering women to lead in the evolving business landscape. - Data-Driven Leadership: Using data and analytics to inform decisions and drive business outcomes.At home, I am the proud mother of four young children and spend much of my free time on athletic fields, serving on our school advisory council, or training for local fitness events. My family is deeply involved in our community’s arts and educational programs, and we are passionate about supporting causes that enrich the lives of others.
