Founder and President for Harpswell Consulting, specializing in client engagement strategy, technology implementation, data readiness, and process improvement for financial services companies.• Developed and implemented a CRM technology strategy for an RIA firm, including needs assessment, current state evaluation, process design, vendor evaluation, and technology implementation (Salesforce.com)• Created a business development vision for a top-tier consulting firm, including lead generation strategy, distribution technology and process evaluation, campaign development, and marketing channel plan• Reformed client operational support infrastructures for an RIA firm, including developing onboarding workflows, integrating email, calendar and CRM platforms, and implementing ongoing CRM practices• Product Owner (Agile) for Client Reporting Automation Program for a top-50 asset management firm • Led vendor selection process for a top-10 financial services firm’s client reporting platform, including evaluating client data readiness, current and desired future state process discovery, and vendor recommendations based upon findings• Evaluated and redesigned Operations organizational structure for a top-50 asset management firm• Specialist in Client Reporting, Sales Enablement, Marketing Technology, CRM, and associated data architectures

Leader of Olmstead’s communications consulting services, inclusive of sales enablement and client reporting solutions.

Executive management team member for Xinn, a FinTech leader specializing in client reporting, marketing automation, and sales enablement technology for blue-chip asset management firms such as John Hancock, PIMCO, and BlackRock.• Led the strategic direction and transformation of Xinn’s business model from a traditional installed software platform to a software-as-a-service (SaaS) offering• Developed a multi-year product strategy, client segmentation and engagement strategy, and a multi-tiered pricing model• Led the Sales and Business Development departments, responsible for the company’s overall inbound/outbound customer engagement efforts • Increased revenue by approximately 15% year one by closing new enterprise accounts• Successfully developed, collaborated with, and managed C-level client relationships, resulting in substantial account growth• Multiple successes turning around at-risk customers into major contributors to financial goals• Created, staffed, and led the Marketing department • Launched and managed Xinn’s digital experience, led brand recognition efforts and content strategy

Collaborated with Corporate Communications and Events’ senior executive team to identify business efficiency opportunities, define multi-year technology strategies, and manage the implementation of programs • Spearheaded the strategy, design, and implementation of a multi-channel communications distribution interface, driving approximately 800% time-savings, ensuring consistency across communication channels and alignment with organizational goals• Streamlined event planning efforts by combining platforms into a single solution, resulting in overall time savings and more consistent metrics across the work streams• Supervised staff of channel managers and production managers

Partnered with the leaders of the firm’s client-facing, investment product, finance, and technical teams to ensure that business objectives were met by assessing, designing, and delivering business solutions • Managed the design and implementation strategy for a firm-wide product master application, developing data relationships and standardizing how products are represented, facilitating product and data governance, improving reporting metrics and documentation• Designed and implemented an automated solution impacting ongoing regulatory compliance for over 1,000 accounts, reducing risk to the firm and improving turnaround time

Led efforts with clients, senior executives, business partners and third-party providers to launch an automated Client Investment Review platform, providing best-in-class investment presentation materials for over 3,000 clients • Achieved reduction in client review production time from 22 business days to 30 minutes through automation, enhancing the client experience and driving self-service capabilities• Approximately $18M savings over 5 years through automation, standardization and process improvements• Drove client satisfaction through innovative data visualization and associated content development• Supervised staff of investment reporting managers