Lead Digital Strategy for $3B community bank serving western Connecticut. Forge strategic FinTech partnerships that enhance customer experience and engagement.• Spearheaded implementation of AI-based spending/budget analysis tool, achieving 95% engagement and 4.7/5 star rating• Established strategic partnership with FIS and Personetics, leading product strategy to become first-to-market among FIS portfolio banks• Serve as recognized Industry Thought Leader, delivering keynote speeches and participating in panels at major Fintech conferences

Lead Webster’s Mobile Strategy and Roadmap development. Identify and onboard strategic business and agency vendors to assist and guide digital capabilities evolution. Manage product adoption and Omni-Channel / Social Media engagement. Author project charters and program requirements, present financial models and programs to leadership. - Recognized Industry Thought Leader - Conference Panelist / Keynote Speaker – 2018 Leadership in Digital Marketing Forum Keynote Address. Published in Banking CIO Marketing Magazine https://lnkd.in/e_G3SFj- Increased Online Loan conversion rate over 250% by reengineering account opening process.- Exceeded Mobile Adoption KPI’s by over 55% through feature enhancement and employee incentives.- Develop / Manage Strategic Mobile Roadmap gained C-Suite approval for $7.5M budget and multi-year feature deployments. Evangelize program enterprise-wide to shape Marketing and development initiatives.- Create high performing Marketing and Community Engagement Campaigns employing Social Media, Blog articles, video and community outreach

$18B financial services firm. Leveraged industry leading eCommerce practices, providing best-in-class solutions. Created strategies and roadmaps, authoring program requirements for $7.3M budget. Managed 15 investment professionals. Directed full life-cycle of products.*Designed portal, increasing product sales. USAA desired to educate customers about retirement planning thereby increasing retirement product sales. Created strategy. Developed portal, using Lean Agile 5D methodology. Delivered product early and under budget. Obtained $160M in investment revenue, 250% over forecast.*Developed product, increasing sales. Needing a complex financial product to perform well in adverse market conditions, USAA sought to increase investment sales. Developed/launched online presence for managed portfolio, using Lean Agile 5D methodology. Delivered product early/under budget, generating over $150M in online sales.*Accessed untapped market, increasing sales. USAA had no online presence for premier investment account (over $500K), being sold exclusively by Advisors. Researched and determined there was online market for product. Planned and built product, including tools necessary for analysis, generating over $250M in high-end online sales.*Obtained approval. USAA Execs not convinced that online presence would be constructive channel for high net worth clients. Pitched five-year strategic roadmap including IT development proposals backed by business cases, cost benefit analyses, industry research and customer insights. Presented $7.3M project plan, receiving approval.

Managed $1M budget. Produced entire life cycle of online product offerings. Created user-centered design from initiation to closure. Automated manual applications. Oversaw delivery of electronic statements. Created online marketing and adoption campaigns.*Re-engineered process, doubling revenue stream. Citibank Online wanted to increase investment sales during tax season. Seized an opportunity to re-engineer annual IRA contribution process, allowing customers to fund online. Doubled the success of the previous year, resulting in over 1,500 contributions at $3M additional revenue.*Developed project, saving millions. Citibank Online sought to reduce printing/mailing costs, converting to electronic statements. Developed project from scope to roll out of initiative. Launched campaign, creating adoption project consisting of various forms of communication resulting in enrollment of 300K clients. Saved $2M annually.

Strategic Consulting, including business plan & sales strategy development.*Developed marketing campaigns for browser-based Sarbanes-Oxley compliant compensations/benchmarking database. Made presentations and product demonstrations to executives. Created HTML based automation program to tailor client presentations.*Automated process, generating millions. Miavita consultants were spending too much time customizing presentations for web-based programs to HR Managers. Created HTML based automated program, allowing for customization/branding. Reduced preparation time by 80%, helping to generate over $7M in contract revenue.

Created a firm-wide strategy to web-enable industry and functional practice groups. Made international C-Level Executive presentations to gain buy-in and customize knowledge commerce based value propositions. * Created branding synergy, saving millions. McKinsey & Co.’s clients had inadequate web presence, and were inconsistent in branding and functionality. Created scalable templates and global user interface branding standards, obtaining a common technology infrastructure. Managed 30 websites in 13 countries, saving $2M annually.* Re-engineered process. McKinsey & Co. wanted to provide better customer service. Re-engineered Knowledge Management process, creating multi-media “knowledge nuggets” tagged and indexed with complex taxonomy. Reduced research time by 30%, allowing consultants to get up to speed faster and with more confidence.

Found innovative method to spur sales. Standard & Poor’s wanted to find scalable and cost-effective delivery of products which were on disparate platforms and media. Led creation and launch of modular web-based data platform for brokers and advisors. Grew revenue $8M, receiving McGraw-Hill’s prestigious Five-Star Innovation award.

Grew new business. American Express looking to attract new business for online brokerage product. Created strategic affiliate partnership with Wall Street Journal Interactive Edition, offering free subscriptions as incentive for opening new account. Provided successful partnership, resulting in 25% of business unit’s account acquisition.