- Senior responsibilities for strategy, execution and communications within a $1 billion revenue division- Led a team of six senior leaders and nearly 200 high net worth sales professionals - Analytical fact-based approach to sales management which resulted in enhanced client relationships and increased profit margins - Directed the creation of an enhanced sales reporting platform for senior private bankers across the firm- Developed presentations and comprehensive talking points for divisional and national leadership- Optimized sales support organization through designing and implementing a structure that better aligned to the firm’s strategic goals- Responsible for business continuity and corporate workplace planning for 22 offices across the northeast

- Provided Human Resource coverage for approximately 800 professionals, including advice and guidance on and communication of Company policies and procedures - Partnered with business head to merge two divisions and create a new client coverage strategy- Developed and implemented a standard set of goals, metrics and tools to enhance the performance review process- Implemented improved staffing process to better manage division expenses

- Transition team member for Bank of America’s acquisition of Merrill Lynch- Collaborated on design of organizational structure, talent planning, and severance decisions

- Responsible for Global Investment Bank compensation planning process including market intelligence, salary recommendations and bonus pool allocations (approximately 1,200 professionals)- Designed and implemented new incentive compensation funding model based on business objectives (competitive position, revenue and culture) to provide transparency to the bonus accrual process and aid in the distribution of bonus pools - Managed a direct report who was responsible for compensation reporting across banking and sales and trading

- Provided Human Resource coverage for five of the investment banking industry groups, approximately 600 professionals- Partnered with executive management on organizational structure changes, including the successful integration of the large cap corporate bank with the investment banking platform- Partnered with managers to address complex employee relations issues from inception through resolution - Oversight of compensation plan, staffing model, hiring and talent assessment

- Developed and led talent planning and team effectiveness events- Delivered employee training sessions to large audiences to bridge necessary business gaps- Coached top leaders on their 360-feedback assessment results- Reviewed key internal staffing processes and implemented a sustainable approach that resulted in more timely candidate slates filled with higher quality candidates - Developed a management reporting dashboard to illustrate trends including headcount, turnover and employee performance

- Worked on innovative projects resulting in product development of employee opinion research reporting- Managed client-specific financial accounts and timelines; highly responsive to client needs- Conducted cost analysis of numerous client deliverables resulting in significant corporate savings- Performed quantitative and qualitative analyses of employee opinion data- Responsible for assessing appropriate trend/benchmark comparisons for multiple organizations throughout the U.S.