Twenty years of experience working in change management, advisory, and executive leadership roles. Areas of focus include: Agile and technology driven transformation, financial services, benefits consulting, employee engagement, compliance, and workplace wellness. Expert in strategic change, project management and implementation, and programs related to financial products and services. Skilled Executive Program Director successful at developing and overseeing global programs of high complexity and size. Advanced communications and organizational change consultant. I am passionate about teaching and the light-bulb moments that occur when dots are connected and new concepts are understood. I facilitate presentation skills seminars for Baylor MBA students and volunteer with SIFMA to provide financial literacy courses to kids. Registered Securities RepresentativeRegistered Investment Advisor Representative