Board member of REN Inc, America’s premier provider of philanthropic technology and managed services

Literations improves the literacy skills of young children in 1st - 4th grades in under resourced communities while providing meaningful opportunities for older adults who serve as literacy coaches in our partner schools.

-Reporting to L1 executive, ran strategic and annual planning, quarterly business reporting and regular portfolio reviews for the organization of 7,000 associates. Enhanced business metrics to equip leaders with better insights around key drivers of performance.-Operating leader of the global Operations Council focused on driving digitization, modernization and operational excellence.-Coordinated shift to Agile working teams across the FBOT organization and represented FBOT at enterprise level.-Focused on leadership progress on diversity, equity and inclusion and evolving the hybrid working model.

-Developed and launched the Discovery Ventures Program to broaden Fidelity's access to emerging fintechs. Hosted 8 week program, offering mentors, cross pollination of ideas and a "pitch" event. In association, represented Fidelity at MassChallenge and The Fintech Sandbox. -Head of operations for Fidelity's board comprising ensuring an impactful agenda, cogent materials and presentations to the board that supported discussion.-Executive lead on a strategically important enterprise initiative to launch a new offering.

As the president of Fidelity Charitable, I was responsible for leading our team of associates in achieving our mission and goals to expand the use of donor advised funds broadly, and specifically at Fidelity. Over my tenure, new giving accounts, contributions and grants increased over 60%, and the charity became the largest grantmaking organization in the US. Assets in the program reached $15b in 2016. Inside Philanthropy named me one of the top 50 women in philanthropy, along with Hilary Clinton, Melinda Gates and others.In this role I was an active partner with our independent board of trustees, who oversee and guide the charity across investments, audit, governance and our Trustees Philanthropy Fund activities. Additionally, I handled media with interviews by the New York Times, The Boston Globe and The Wall Street Journal, among other outlets. Donor advised funds were a focus of legislators in Washington DC and I met with many representatives to increase awareness and educate on the benefits of a giving account.

Over my first 5 years at Fidelity Charitable my responsibilities included setting and executing strategy for donor outreach, marketing, analytics and research, investments and program management.- Joined with executive team in developing growth strategy spanning 2008-2011 to significantly increase donor base, contributions, assets, and, especially grants out to non-profits. Strategy included product, distribution, investments and people to drive overall expansion of capabilities, capacity and adoption.- Launched the Charitable Investment Advisors Program to RIAs to manage Fidelity Charitable assets. Added alternative investments and enabled ESG investing by RIAs. - In partnership with FMR Co, realigned the investment pools and increased choice. Introduced a pool selector tool online to support a good match of objectives for the donor.- Expanded the complex assets group to accept non publicly traded assets, including crypto currency.- Offered investment advisors the ability to custody assets on their platform, expanding distribution to firms such as UBS and Credit Suisse. - Developed and led a strategic marketing plan to expand awareness of donor advised funds. Re-branded and launched new marketing approach. Expanded efforts in advisor media and events. - Developed significant improvements to the advisor digital experience in order to increase their satisfaction and utilization of the donor advised fund for their clients.- Was responsible for annual strategic and business planning.

Fidelity Management and Research Co Funds' board manager, leading operations and board communications to ensure impactful, satisfying board meetings.- Team member on strategic work to move from a unitary fund board structure to a cluster board structure. Change was executed successfully resulting in multiple boards supported by the Board Operations team.- In conjunction with Learning and Development, built a comprehensive trustee training program that combined online training with in person experiences. The training received high marks and was noted as unique in the industry at the time.- Enhanced board materials in response to trustee feedback inclusive of fund reviews, board memos and in person presentations.- Successfully built trustee relationships amidst a time of change that enhanced receptivity to new approaches and increased satisfaction with FMR Co.- Redesigned the board preparation process from end to end to increase efficiency.

In this newly created role, I was responsible for driving greater integration and synergies among the banking, investment and financial planning affiliates across the LA, San Francisco and Boston areas. Additionally, I was head of corporate communications, investor relations and marketing.

As an executive contractor, focused on three strategically important initiatives during this period.- Fidelity e.business - first efforts establishing Fidelity's internet presence - Fidelity Corporate Marketing - member of first global brand team- Fidelity Human Resources - communications lead for corporate HR and EVP

- Led 800 person phone team across 4 sites who interfaced with Fidelity's HNW clients, or were responding to direct marketing.- In newly formed role, was operating leader of distribution companies around operations. Established executive Global Phones Board and supporting Global Operations Council to share best practices, increase efficiency and improve quality of execution across 11 companies.

- Launched Fidelity's first differentiated service for HNW clients, Premium Services. Developed strategy and program and led implementation plan for 50,000 clients- Leader of Portfolio Advisory Services, a managed account solution- Leader of Private Line, a UHNW offering

- Responsible for increasing agreements with broker/dealers to distribute Fidelity's Plymouth Funds with firms like Merrill Lynch, AG Edwards, and Smith Barney. Grew agreements from 15 to 225. - Managed ongoing home office relationships with broker/dealers to increase visibility and sale of Plymouth Funds through their companies.- Started as a dealer representative and was quickly promoted to RM role.

First job out of college was as a licensed futures broker working on a small team of senior brokers. Added my series 7 and joined a broad based wealth management team as associate focused on managing relationships and trading with futures clients.