• Primary accountability for the relationship of Putnam’s large market defined contribution clients, consultants and advisors.• Responsible for developing strategic plans, managing execution and communicating results to client senior business leaders.• Provide leadership during the sales process by working collaboratively with Sales to structure the engagement with prospective clients and communicate Putnam’s service experience.• Lead initiatives to improve the quality and infrastructure of the Relationship Management organization by developing metrics and reports that show clients how their retirement plans are performing and improving.

• Responsible for management of NetBenefits, Fidelity’s web platform that supports 14+ million employees/retirees of Fidelity’s Corporate Retirement and Benefits Outsourcing clients.• Led the organization in a strategic initiative to consolidate multiple consumer-facing web platforms, with expected savings of $30m per year in operations and development costs and delivering an enhanced customer experience.• Introduced to the organization a multi-year strategy for the web’s role in attracting and retaining clients and delivering operational efficiencies to the organization.• Developed and launched multiple web-based planning products, including a Total Compensation and Benefits Summary, Healthcare Cost Calculator and Fidelity PortfolioPlanner, a multi-goal financial planning tool.

• Directed all market research activities on behalf of the Corporate Communications Department. • Acted as Fidelity spokesperson on mutual fund topics, organized interviews with portfolio managers and senior executives, initiated and maintained relationships with key industry analysts.• Acted as interim head of Special Events, leading Fidelity’s 1994 Holiday Party for 5,500 employees. Directed Fidelity’s 1994 corporate sponsorship of the American Cancer Society’s “Making Strides Against Breast Cancer” and 1995 sponsorship of “Evening at Pops.”• Oversaw administrative functions for staff of 35, including financial forecasting for a $7 million budget, systems administration, space planning and contingency planning.

• Responsible for researching and analyzing the competitive landscape, identifying implications for Fidelity and presenting results to senior marketing staff. • Produced and analyzed various financial reports pertaining to Fidelity’s performance in the retail financial services industry.• Measured results of direct response marketing campaigns, branch campaigns and tracked Fidelity retail customers’ investment habits.• Prepared weekly reviews for senior management highlighting key economic activities and their impact on Fidelity’s investment management business.• Researched new business ventures and new types of investment vehicles to recommend Fidelity’s pursuit of these new initiatives.