Leadership Development Product Owner, April 2013 to Current Fidelity Investments – Westlake, Texas• Responsible for Leadership Development for the Retail organization at Fidelity (14,000 employees, 3500 managers / leaders)• Developed and delivered New Leader Onboarding Programs for Branches and Phones Leaders…cohort based…run semi-annually• As part of the Senior Learning Team, helped to shift the Learning Organization to a more agile structure, allowing it to deliver more value… Show more Leadership Development Product Owner, April 2013 to Current Fidelity Investments – Westlake, Texas• Responsible for Leadership Development for the Retail organization at Fidelity (14,000 employees, 3500 managers / leaders)• Developed and delivered New Leader Onboarding Programs for Branches and Phones Leaders…cohort based…run semi-annually• As part of the Senior Learning Team, helped to shift the Learning Organization to a more agile structure, allowing it to deliver more value to our associates quicker. • Responsible for leadership behavior changes for all levels of leaders in a multi-year organizational transformation to Agile:o Designed and rolled out training experience designed around “Multipliers” by Liz Wiseman. Training was rolled out to over 1500 leaders and resulted in an NPS score of 75%. Multipliers language and behaviors are intended to support the servant leader behaviors needed in an Agile organization.o Designed and rolled out a Leader Lab Simulation with an outside vendor where senior executives experience how showing up with Multiplying behaviors influences the bottom line. Avg score of 8 (out of 1-10)o Designed and rolled out “Leader Sprints” to 1300 leaders across PI. Sprints were cohort-based learning experiences designed to help leaders learn, practice and share with their peers.o Key leader and designer for Leader Fall Forum’s for 3 years (2015-2018) resulting in a 2 day leader experience for 400 – 600 leaders, average top 2 box 93. Designed and delivered on stage to 400 an experience around vulnerability and allowing leaders to take off the masks that they wear every day. In a culture that doesn’t talk much about vulnerability, this was ground-breaking in terms of its authenticity and response from the audience. Show less

• Successful migration of 500 employees in the Asset Management business from the Northeast to Westlake, TX and Raleigh, NC; acted as HR lead for these regions• Responsible for people elements of move to both sites, including Recruiting, Change Management, Communication, Employee Branding, Onboarding and Training• Senior HR support for SVP site lead in Texas

• Talent Management Strategy Development with business Talent Directors• Success Factors Configuration for Succession• Development and delivery of a Leadership Awareness Process to be used in new Regional Structure at Fidelity• Give exposure to high potential / performing leaders in the region

• HR Business Partner….serve as a strategist and advisor to senior executives in support of Operations, Technology, Capital Markets, Retail Product, 401K Call Centers and Asset Management during my tenure at Fidelity. Analyzed and diagnosed problems; proactively resolved through organizational interventions and strategic solutions. Developed and implemented vital business and HR strategies, fundamental programs and processes that drove business results through effective leadership and change… Show more • HR Business Partner….serve as a strategist and advisor to senior executives in support of Operations, Technology, Capital Markets, Retail Product, 401K Call Centers and Asset Management during my tenure at Fidelity. Analyzed and diagnosed problems; proactively resolved through organizational interventions and strategic solutions. Developed and implemented vital business and HR strategies, fundamental programs and processes that drove business results through effective leadership and change management. Trusted advisor and coach to senior level executives (SVP to President level). Show less

• HR Business Partner….serve as a strategist and advisor to senior executives in support of Operations, Technology, Capital Markets, Retail Product, 401K Call Centers and Asset Management during my tenure at Fidelity. Analyzed and diagnosed problems; proactively resolved through organizational interventions and strategic solutions. Developed and implemented vital business and HR strategies, fundamental programs and processes that drove business results through effective leadership and change… Show more • HR Business Partner….serve as a strategist and advisor to senior executives in support of Operations, Technology, Capital Markets, Retail Product, 401K Call Centers and Asset Management during my tenure at Fidelity. Analyzed and diagnosed problems; proactively resolved through organizational interventions and strategic solutions. Developed and implemented vital business and HR strategies, fundamental programs and processes that drove business results through effective leadership and change management. Trusted advisor and coach to senior level executives (SVP to President level). Show less

• Responsible for consultative selling in Dallas/Ft Worth, Oklahoma and Tennessee for PDI, who consults large organizations around executive development, leadership behaviors and talent management, including succession planning• In a struggling economy, established a new process in sales to be more intentional around effort expended versus actual sales result

• With a staff of 15 employees, transformed the segmented and reactive way that most organizations apply ideas related to workplace opportunities (diversity, employee relations, rewards & recognition, work/life balance, and leadership & coaching). This value proposition (Workplace Enrichment) focused on a people risk assessment run on individual consulting engagements that identified weaknesses, and then solutions, to ensure top effectiveness of the team and client delivery• Led the annual… Show more • With a staff of 15 employees, transformed the segmented and reactive way that most organizations apply ideas related to workplace opportunities (diversity, employee relations, rewards & recognition, work/life balance, and leadership & coaching). This value proposition (Workplace Enrichment) focused on a people risk assessment run on individual consulting engagements that identified weaknesses, and then solutions, to ensure top effectiveness of the team and client delivery• Led the annual performance assessment process for 2500 client service staff (Balanced Scorecard and Global Capabilities Assessment technique)..process was designed to be fair and consistent, leading to compensation rewards• Managed employee relations issues including performance, sexual harassment, and age discrimination in coordination with in-house legal counsel• Led the roll-out of LE@D, a facilitative method of looking at a business challenge (ex, declining sales and market position) in the context of leadership behavior both at a personal (360 Feedback) and team level.• Designed and implemented the Master Coach program to reveal core competencies and develop senior consultants into leading sustainable high-performance• Trained 1000+ client service staff in various topics including leadership and effective performance assessment writing & delivery. Trained 90 of the 130 Central Business Unit executives in coaching skills...overall satisfaction rating of 95%• Delivered executive coaching to senior staff both in terms of debrief and development to 360 feedback as well as preparation for partner admission process• Led the development and roll-out of a tool for proactively managing staff availability and productivity. In an era of rapid technological change, this tool helped to keep intellectual capital aligned with emerging market opportunities• Driven by a stagnating economy, designed and led 3 consecutive reductions in force involving separations of more than 700 client service staff Show less

• British Petroleum (Cleveland, Ohio) – led process reengineering of inventory accounting at this large oil and gas producer. Implemented overall process changes and reduced staff by 20%.• Star Enterprise (Houston, Texas) – Teamed with Star Enterprise staff on reengineering the process surrounding their products shipping logistics. Resulted in cost savings of $1M annually.• Ashland Corporation (Lexington, Kentucky) – Lead business analyst for process reengineering and system… Show more • British Petroleum (Cleveland, Ohio) – led process reengineering of inventory accounting at this large oil and gas producer. Implemented overall process changes and reduced staff by 20%.• Star Enterprise (Houston, Texas) – Teamed with Star Enterprise staff on reengineering the process surrounding their products shipping logistics. Resulted in cost savings of $1M annually.• Ashland Corporation (Lexington, Kentucky) – Lead business analyst for process reengineering and system selection for Purchasing. Overall project included all accounting functions and resulted in cost savings of $2.5M annually. • Amoco (Tulsa, Oklahoma) – acted as liaison between client and PwC programmers for interpretation and design of functionality of large Cobol based accounting system (PREMAS Show less