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 Business Operations, including the Project Management Office and onboarding of clients to our securities processing solutions.Member of the Global Technology and Outsourcing Solutions executive team, guiding a diverse global team on product, technology, resource and financial decisions to drive top and bottom line results.

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, improving P&L by 40% in revenues ($20M) and EBITA by $4.3M.Executive management consultant for financial data importing product in digital and retail channels. Lead on two major acquisition initiatives. Strategy development and contract negotiations, including lead negotiator for National retail distribution channels. 3+ years.Business case and business plan development for start up financial service organization and large product manufacturer.

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)• Direct management of 150 full time professionals. Part of Leadership Team motivating and directing 450 District Managers and 1,500 Franchise Operators.

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 business unit.