Corporate Consulting: Provide expert consulting services focusing on business transformation,organizational change, project management, and strategic planning.Leadership and Strategy: Lead and manage all aspects of the consulting business, including clientacquisition, project delivery, and business development.Key Services:● Project & Change Management: Provide expert support in designing, implementing, and overseeingstrategic projects. Ensure smooth transitions and sustainable results, bringing employees along thechange curve.● Mergers & Acquisitions: Guide clients through every step of mergers and acquisitions, from duediligence to post-merger integration. Achieve strategic goals while maintaining stakeholder confidence.● Staffing & Location Management: Assist in closing, downsizing, or relocating locations with a focuson maintaining trust among employees, clients, and shareholders. Develop comprehensive strategiesand communications plans to support these transitions.● Technology Adoption: Offer guidance in selecting, implementing, and integrating new technologies.Ensure seamless adoption, driving productivity and innovation.● Employee & Leadership Training: Design and implement tailored education and training strategiesbased on adult learning theory. Enhance skills, foster leadership, and drive organizational growth.● Corporate Culture: Help define, develop, and strengthen corporate culture. Conduct comprehensiveassessments and implement tailored initiatives to align with core values and business goals.

Led client-facing talent-setting strategy; Developed multi-year approach to redesign sales model including: Leadership & client facing team structures, compensation plans, KPI reporting, & technology adoption. Led overhaul of learning and development programs from point in time “trainings” to adult learning model. Redefined organization leadership expectations to champion diversity & enhance corporate culture. Reported to Chief Distribution Officer.IMPACT: Maximized employee performance & Yielded 28% expense reduction through field redesign& establishment of strategic annual targets by territory. Revamped hiring/onboarding approach,eliminating 30% of needless steps and designing onboarding roadmaps for new hires & hiringmanagers. Set vision for enhanced future combining legacy best practices with new strategic differentiators.▪ Improved client / employee experiences to evolve with organization, industry, and regulatory demandswhile overcoming separation budget cuts. ▪ Functionalized sales teams by industry segment (vs. geography) to drive enhanced client experiences▪ Architected modernized compensation plans promoting growth-based outcomes, digital clientsolutions, client satisfaction, and diversity. Elevated eye on production, operational processes, productadoption, and team collaboration. ▪ Modernized leadership structure, driving focus on employee attraction & retention by market segment,strengthened internal partnerships, increased client focus, & operational excellence. ▪ Championed “outside looking in” principles to align corporate strategies to industry needs & expectations.▪ Overhauled employee training to create scalable/ repeatable programs based in adult learning theory.Created interactive virtual classroom experiences, increased cross department collaboration, anddeveloped video library/ information hub providing rapid access to training/reinforcement materials.▪ Championed technology, including Salesforce CRM deployment.

Led team across six locations to execute critical retail corporate strategies impacting company’s branch network, private client, and controls organizations. Steered culture, morale & engagement, and employeetransition experience across two firms with staff of ~30K. Boldly challenged status-quo based on change management principles through the lens of leaders & employees. Reduced client attrition via hybrid sales model.IMPACT: Successfully directed projects & programs across 29 stakeholder organizations.Protected shareholders by retaining value of $26B acquisition. Achieved Chairman's Club and CEO award for development of national new hire onboarding program, streamlining historic approaches & accelerating talent production.▪Led M&A Culture & Employee Transition Experience efforts of $26B TD Ameritrade acquisition.▪Coordinated global effort impacting 25 business areas. Impacted communication strategy to retain top talent through challenging acquisition milestones including: Location closures, layoffs, organization redesigns, & technology changes.▪Led “Relationship Expansion” initiatives to strategically expand the firm’s branch footprint in keymarkets & establish a virtual model. ▪Established industry-challenging advisor models, compensation plans, and onboarding programs and best practices across 4,000+ person organization.▪ Contributed to >$556MM assets while leading RFP team through modernized reporting andcommunications approach.▪ Led retail Diversity initiative challenging status-quo approaches to increase knowledge andexperiences around workplace diversity, equity, and inclusion programs. ▪ Revitalized siloed sales ops and RFP organization. Collaboratively defined team brand and inspired peak team performance.▪ Leveraged PROSCI change management & Agile project management principles to strengthenproject management workforce.

▪ Transformed high-turnover department responsible for the creation & deployment and participantmarketing, education, and workshop materials for the group retirement division.▪ Challenged industry standards by communicating to prospects and participants leveraging freshtechniques and storyselling vs. historic and difficult to understand industry material. Hired outside ofindustry talent to bring fresh perspectives to the organization.▪ Positively Impacted plan enrollments, savings rates, and new plan wins.▪ Eliminated turnover and lifted teams' engagement score from 2.9 to 4.4 within one year. Re-definedteam structures, employee functions, new-hire onboarding, and department procedures.▪ Increased department efficiencies 50% by introducing new processes and technology to scale designand production efforts.

▪ Business Owner/ Retirement Plan Advice: Responsible for investment advisory programs includingvendor relationships, software implementations, legal contracts, program sales, and reporting/analytics.Field Integration Team Manager: Accountable for project management team hiring, development, andproduction. Project scopes included: Role development, compensation plan design, technologydeployments, regulatory change implementation, and value proposition design. Developed firstcross-service framework uniting historically siloed areas of the firm.▪ Investment Advisor / Investment Seminar Instructor: Series 7 & 66 FINRA registered advisorresponsible for client retirement consultations & educational seminars. Founding member of RetirementPlan Advice team & local Toastmasters chapter. Ranked top 10% of firm for Employee Engagement(Gallup).▪ New Construction Home Sales Representative: New construction home sales for Kimball Hill Homes.Accountable for neighborhood home sales, structural customizations, and build features. Receivedsalesman of the month award twice in first year of employment.