• Founding member of strategy team tasked with making it easy for clients to do business with Schwab by coordinating projects and funding to modernize interactions in digital product, technology, client-facing, and back-office functions • Define strategy, goals, and execution plan to digitize 1M+ paper forms, leveraging new digital intake channels and navigating internal and regulatory policies to streamline client experience while reducing processing errors

• Designed framework for segmenting and integrating Ameritrade clients in Schwab’s franchise branch footprint, optimizing for client retention and wallet share growth• Set forecasts with Finance and Marketing and diagnosed results for annual performance targets, such as $50B+ client asset flows and $1T+ total balances, modeling impact of Ameritrade integration and pandemic-driven market volatility• Administered inter-company information exchange for 2,000+ sensitive documents prior to legal deal close, ensuring compliance with anti-trust regulations while facilitating cross-firm knowledge share and collaboration for $26B merger

• Recruited, trained, and led high-visibility team of strategy managers and analysts to provide internal consulting and decision support for $1T+ Retail brokerage, advising executives on challenges in sales, service, product, and marketing• Developed behavior- and profitability-based segmentation and loyalty framework for 9M+ customers to optimize service and client experience delivery for an expanding and diverse customer and asset base• Implemented granular profitability data and transparent P&Ls to inform decisions on products, services, and pricing• Defined and tracked KPIs for asset retention, revenue synergies, and engagement during $200B Scottrade integration• Built business cases to guide resource allocation, including tool to measure and rationalize $100M+ branch footprint

• Facilitated Retail President’s agenda, working with executive leadership to define, measure, and champion business growth, key initiatives, employee engagement, and cross-organization collaboration during TDA-Scottrade merger• Prepared materials to tell the Retail story to the CEO, Board of Directors, Retail employees, and Investor Relations• Sourced and synthesized sensitive information on short deadlines to generate insights and make recommendations

• Constructed and maintained five-year P&L model for $160B+ investment portfolio, consolidating models from private equity, credit, real estate, and tax teams to project cash flow and tax liability for executives and Investor Relations