• Manages a team of Employee Experience Senior Managers that guides employees through the deployment and adoption of infrastructure technologies with an emphasis on creating a best in class employee experience. • Owns the end to end employee experience and change management for Workplace Technology initiatives impacting over 30,000 employees. • Manages Technology Employee Experience for integration efforts from TD Ameritrade to Charles Schwab.

• Managed a team who coordinated enterprise-wide implementation, change management, communication and training of the following projects for over 11,000 employees. o Tech Bar Product Owner and implementation of face to face Technology concierge help desk in 6 corporate locations. Over 12,000 tickets resolved with a 5 star Associate experience rating. o WalkMe product owner and implementation of application that provides on screen step by step guidance for technology roll outs. New hire day one calls to the Service Desk were reduced by 60%. o Virtual Desktop – Transitioned 11,000 employees from a physical desktop environment to virtual creating flexibility with using company issued thin clients or logging in from your own computer. o Bring your Own Mobile Device and stipend o Office 365, Windows 10 and Internet Explorer 11 o Jabber softphone o Slack, desktop and mobile o Corporate wide work from home program - Enabled entire workforce to work from home due to Covid pandemic.o Aruba o Duo multifactor authenticationo Schwab integration • Served as a key stakeholder in the Digital Workplace program with Communications, Marketing, Training and other Technology members to transform the way employees work and collaborate.

Member of the founding board that implemented the Women in Technology program. Created empowerment and safe space for other women in technology colleagues to learn about professional development opportunities, break down barriers and collaborate on readiness for open technology positions. Conducted focus groups, lunch and learns, monthly sessions with guest speakers as well as community outreach programs.

Held various leadership and client facing roles in Brokerage Operations, and Client Service including Confirmations Lead, Account Services Sr Representative and Account Services Team Manager.• Set strategy and performed management activities for specialized teams of up to 40 associates• Created and staffed Account Services phone queue to handle complex and escalated client issues• Implemented processing workflow automation which led to a 10-15% increase in productivity• Coordinated Operations efforts to negotiate Future’s trading vendor contract• Created comprehensive training program for new hires • Planned and executed clearing conversion and validation activities for the NDB, Bidwell and Datek acquisitions• Constructed business continuity plans and written supervisory procedures for all areas of responsibility