OnboardXi is a Saas software company serving insurance companies and IMO’s. We provide a data first new business application processing and onboarding solution for all types of insurance products. We process new insurance applications, renewals, inject data into claims, and route policyowners service requests. We automate the application data collection process and standardize all data collected from application and third parties for clean injection into underwriting, claims and policy servicing. Lastly, we store the data & documents in secure compliant cloud storage. Our goal is to provide safe, secure, game-changing solutions to the insurance industries to help automate the supply chain and provide better risk and fraud decisions.

I led a team of seasoned financial professionals committed to improving the lives of their clients. My responsibilities included coaching, professional development, and the career growth of team members, while fostering a culture of continuous improvement in our professional lives and in the financial lives of the clients we served. Our team was passionate about helping clients pursue their financial goals and dreams through a targeted needs and goals assessment, education, and a disciplined approach to investing.

Responsible for spearheading strategy and execution for a broad range of critical cross-enterprise initiatives to transform the firm's retirement planning value proposition, drive asset acquisition and grow client share of wallet, increase appropriate advisory product assets, and revamp E*TRADE’s multi-channel customer experience.• Led “Retirement Season” themed cross-enterprise effort to engage senior leadership to align the organization’s marketing, sales, and product area strategies around a Goal Planning and long-term savings value proposition. • Developed and managed a team of high performing product managers to drive improvements to existing products and workflows, and developed and implemented new product and business opportunities. Built product infrastructure and distribution channel capability and expanded into a new Annuity product offering.• Partnered with Technology and Design to transform the online customer experience. Redesigned the online personal retirement product and planning webpages and the mobile customer experience resulting in substantial increases in page visits, product search activities, satisfaction results, goal planning activities, and completed online account openings. • Onboarded and customized a retirement income planning tool and designed a training program for branch advisors and national call centers to launch E*TRADE’s retirement income planning capabilities in the marketplace. Generated several thousand income plans and social security optimizations for clients within first year of tool onboarding.

Responsible for providing consulting services to financial services and product firms around IRA Rollover capture, Retirement Income Planning and Wealth Planning concepts, and aligned product positioning opportunities. • Partnered with firms including Morgan Stanley, Blackrock, MetLife and Merrill Lynch to create and facilitate training programs and client seminar presentations, increase planning tool usage by advisors, and create book of business identification strategies for engaging clients in a Retirement planning and product positioning discussion.

Senior leader responsible for developing, revamping, and aligning the business strategy and sales growth of the Personal Retirement Product area.• Inspired and drove a cross-enterprise program to transform the sales, marketing, training, technology, and product placement for the Personal Retirement and Small Business Plan product area. Realized double-digit increases in YOY retirement net new asset flows and total assets (AUA).• Created and drove a focused Advisor wealth planning training program, leveraged financial planning tool usage, and introduced a product positioning best practice campaign for internal product wholesalers that drove results of related Annuity, Structured Products, and Advisory product sales. Translated into a significant increase in client rollover IRA asset inflows into Advisory and Annuity product areas. • Developed and enhanced Retirement Income planning tools, marketing collateral, and product positioning strategies to elevate the overall client experience for clients transitioning into their retirement life stage. Resulted in a significant increase in retirement income plans delivered by a pilot group of advisors which produced impressive corresponding net new asset inflows. • Revamped IRA marketing collateral, branding, and client segmentation strategy. Solidified efforts to promote Advisors’ and Firm’s capabilities as a leading and trusted provider for client retirement assets resulting in an increased percentage of households that held IRA assets.

Responsible for shaping a newly created position to support the Retirement Group product area in driving sales growth, wealth planning, and targeted marketing efforts to increase household penetration of IRA assets, small business 401k, and college savings 529 plan assets.• Collaborated with regional and branch management, financial advisors and product wholesalers to drive field sales and to increase product penetration within the personal retirement space. Recognized as a consistent top national performer generating nearly 50% increase in region’s net new IRA assets.• Provided specialized financial planning support for Advisors in client meetings, training programs, 401k sales presentations, facilitated client seminars and keynote speaking engagements. Resulted in a 67% increase in gross IRA asset flows and recognition as a repeat recipient of the Charles E. Merrill Chairman’s Club (Top Performance Award)

• Engaged in all aspects of Call Center management and service level results. Coached and developed teams on needs-based sales techniques to drive mutual fund sales, asset acquisition, and client satisfaction results. • Managed teams of specialized Retirement consultants charged with asset retention of participant record-kept 401k plan assets into self-directed brokerage IRA accounts. • Led a team of Institutional 401(k) Relationship Management DC Plan Specialists and was assigned to manage Plan Sponsor relationships in large plan DC market segment. Managed Communications Specialist program and team that presented onsite employee education meetings for DC Plan Sponsors.