Betsy Stephens Email & Phone Number

Broadridge - is a global Fintech leader with over $4.5 billion in revenues, providing technology and operations, communications, and data and analytics to financial services firms and corporations.11/2018 - Present: Head of Strategy, Mergers and Acquisitions, Global Technology Operations and Solutions Segment1/2015 - 11/2018: Responsible for global IT and.

Consulting and/or contracting to corporations requiring supplemental or interim executive level management. Business unit executive for large financial services company. Long-term engagement for comprehensive business review including all aspects of multi-product platform. May 2011 to January 2015. Interim President for software company for 18 months.

• Accountable for client experience, strategic initiatives and product development for US Tax Operations, a 12,000 unit retail distribution network service provider serving 19 million clients.
• P&L accountability for $195 million gross revenue and $105 million annual profit consumer bank product portfolio.
• Lead negotiator for $1.9 billion contract with bank provider.
• Responsibility for Alternative Distribution Channels managing 1,400 Wal-Mart locations and 850 Sears locations and expansion into grocery and other non-traditional channels.
• Accountable for multidimensional curriculum content and development for 100,000 seasonal tax school attendees annually.
• P&L responsibility for Digital Tax Solutions – software and on-line tax preparation $133M Gross Revenue, providing service to 4M clients. (Apr 02 – Jun 05)

Various positions of progressing responsibility including consumer marketing, annual strategic planning process for $13B division, develping a common user experience for broadband and wireless customers through content product management. Responsible for special projects, project management and reporting functions for President of $6 billion revenue.