Applying decades of executive and line management operating experience, C&A is a transformation consulting practice delivering cutting edge advisory services and solutions to the world’s top financial services firms. • Lead consulting engagements with financial services clients to implement Customer Communication Management (CCM) strategies, technologies, and operating practices that drive a world class Customer Experience (CX).• Established C&A Consulting’s customer communication management practice by recruiting seasoned, front line talent to serve as trusted, high-value SMEs to leading financial services organizations. Leveraging best in class technical services and solution providers, our consultants understand the management, operating, and communication issues faced by financial service firms, and have the know-how to deliver comprehensive solutions that get the job done.• Participated in the development and implementation of major communication platform implementations with industry-leading organizations that include Morgan Stanley, Refinitiv/Beta, J.P. Morgan Securities, DST Output and Computershare Communication Services.

The world’s largest hedge fund/PE administrator and mutual fund transfer agency, SS&C Technologies (NASDAQ: SSNC) is a $5.5B company with more than 22,000 employees in 35 countries worldwide. • Led the transformation of the Sales and Revenue Operations functions following the integration of the $1.2B DST Systems Financial Services Group. Built a go-to-market revenue strategy and revenue initiative programs to best leverage acquired data and relationships. Managed seven direct reports and a full organization of 45 personnel. • Implemented 17 sales campaigns that drove new logo wins, maximized cross-selling opportunities, and captured market share from competitors. Increased booked new revenue to $68.5M (+137% YoY) and improved pipeline value from $298M to $413M. Closed 789 deals with 128 different clients, including notable wins with Waddell & Reed, MassMutual, AXA, PIMCO, T. Rowe Price, Broadridge Financial, and JPMorgan Chase.• Reorganized the sales function with new leadership, improved accountability, and doubled sales resources to improve market penetration. Implemented a revenue playbook that defined sales activities and expectations. • Established a Strategic Program Office that packaged enterprise technologies, formed new capabilities, and delivered greater value and differentiation, which showcased the true synergy of the newly combined companies.

Computershare (ASX: CPU) is a global leader in transfer agency, employee equity plans, mortgage servicing, proxy solicitation, stakeholder communications, and diversified financial and governance services.• Led the post-acquisition integration of EquiServe’s Shareholder Communications Function. Fully leveraged all resources and assets to drive growth across newly served commercial markets.• Created annual annuity revenue streams of $50M+ and successfully grew division revenue over tenure from $25M to $164.3M. Achieved a #1 ranking among global peer businesses for revenue, unit cost, profit, and quality. • Managed ten direct reports, an extended organization of 250, and an additional 250 seasonal employees. Improved employee satisfaction NPS from 3.25% to 28.5% and achieved a surveyed 7.4/10 for engagement. • Transformed the business from a paper-dominated service offering by developing and delivering an array of digital solutions. Enabled the business to capitalize on new and profitable services, participate in leading-edge digital communication processing technologies, and increase competitive differentiation to the client base.• Developed strategic partnerships with third-party bank core processors that enabled a lucrative multi-tenant sales model. Personally cultivated a significant partnership with COCC that resulted in a 7-year contract, provided new services to 150+ financial institutions, and generated annual revenue exceeding $20M+.• Shifted from monochrome to full-color printing capabilities, which improved revenue, profit, and customer value. • Ensured disciplined quality management amid dramatic volume increases, including 100 million communications annually. Participated in ISO 9001:2015 Certification Programs and AT101 Audits that realized zero findings. Achieved 99.9% effective quality performance in 2018 and an error rate of <0.05% for over eight years.

An industry leader in information processing, imaging, and back-office services to 720 banks, insurance companies, and financial institutions, BISYS-Information Services generated $1.2B in annual revenue.• Led revenue growth, strategy development, and marketing operations to drive Banking and Corporate Financial Solutions business for the BISYS Information Services Division. Managed ten direct reports and a P&L of $225M. • Revamped the sales strategy, replaced 60% of the sales force, and created a high-performance sales team and culture. Improved the sale pipeline by 220%, increased RFPs and proposals by 72%, closed major wins with Citibank and Sovereign Bank, and delivered the best first quarter in the history of the division.

The largest transactional communication services provider in North America, DST Output facilitates print and digital communication solutions utilized by hundreds of clients in multiple industries. • Played a pivotal role in growing DST Output from a $10M early-stage company to a $500M market leader. Drove $665M in new contract value, renewed $1.1B in existing contracts, and developed new products projected to deliver over $100M annually. Managed 18 direct reports and an overall team of more than 120 associates.