With over nine years of combined experience in change management, management consulting, and entrepreneurship, I am a versatile and strategic consultant who leverages my financial planning and legal practice background to deliver value to my clients and partners. I hold a CFP® certification, a JD degree, and an MBA degree focused on finance.As a Senior Director of Change Management at Northwestern Mutual, I lead a team of assistant directors and change consultants that drives a horizontal, start-to-finish change management project portfolio that spans two large workstreams: regulatory initiatives and product/technology rollouts within the Wealth Management Company space. I have successfully managed multiple high-impact change initiatives across the organization, such as Regulation Best Interest, DOL Fiduciary Rule, NAIC Regulations, SEC Marketing Rule, and alternative investment offerings. I have a proven track record of building trust and rapport with my colleagues and business partners, and delivering optimal results that align with their needs and preferences.
Listed skills include Legal Research, Social Media, Financial Planning, Business Planning, and 34 others.