At Maple Street Advisory we believe strongly in creating old fashioned partnerships, built on mutual trust and listening, which are focused on assisting with business strategy, innovation, and process excellence.After many years, across a variety of industry verticals, a few of us decided to change our direction and focus more intently on what we are most passionate about - helping others. We understand strong business partnerships are key to achieving results — that’s why when it comes to client selection, we’re choosy and only keep a limited portfolio of clients. This approach allows us to focus the time and attention necessary to build and sustain mutually beneficial relationships, focused on enabling each customer's ability to realize top-tier results.If you are seeking a strategic partnership to help you reach your goals, contact us today for an initial discovery meeting. Together we’ll evaluate if a partnership to support your growth, help you innovate, achieve operational excellence, and put you on a track to consistent success and profit would be mutually beneficial.Project experience: http://mstreetadvisory.com/projects

The DCU vision that "All Members Achieve Their Financial Goals"​ means we want to be the catalyst and the cheerleader for our members’ long-term financial success.Digital Federal Credit Union, better known as DCU, is a $10B+ not-for-profit financial cooperative owned by and operated for our members. DCU was chartered in October of 1979. Since then, DCU has been chosen as the credit union for more than 1000 companies and organizations. DCU serves more than 1,000,000 members and their families in all 50 states.With headquarters in Marlborough, Massachusetts, DCU is the largest credit union headquartered in New England as measured by assets and is among the top 20 nationwide. For more information on the benefits of membership, visit: http://www.dcu.org

In partnership with senior leadership across the organization, both domestic and international, own the responsibility for the conceiving of, developing, planning, and executing on programs, projects, and process improvements which are directly linked to Hanover’s strategic agenda with direct impacts on the bottom line.- Drive business transformation efforts to achieve strategic goals through operational excellence and innovation, thought leadership, robotic/smart process automation, operating/staffing/organizational model design, Six Sigma methodologies, and change management techniques- Apply a keen focus on maintaining relationships with key business unit leaders, acting as a strategic advisor regarding short and long-term opportunities for people, process and technology enhancements/opportunities- Build and develop a team of top-tier professionals which provide the organization with a solid pipeline of talent for leadership roles within the enterprise

Focused on the continual evolution of Automation practices within Hanover. Key focus areas are:• Monitoring emerging trends, competitive analysis, new market entrants, and communicating these to key stakeholders throughout the organization• Opportunistically evaluating additional tools and vendors and providing recommendations on each• Developing and maintaining frameworks, templates, processes, and enterprise wide repositories for Cost Benefit Analysis with ROI, design documentation, reusable components, best practices, standards, and digital dashboards for managing digital employees• Providing 'design for automation' services to the organization to identify the appropriate tools, and then optimizing processes prior to Automation development/configuration• Serve as the Automation champion for the organization - educating business areas on all things Automation• Providing comprehensive support for organizational change management and communication• Delivering high-level training sessions, and facilitating lower level tool training

• Lead the building & implementation of the short and long term strategies for North American operations• Responsible for up to 9 direct reports, and 20 dotted line reports located in 16 different offices within the US• Strategic thought leader for technology and non tech projects, up to $1m in cost, from idea to implementation• Influencing the decision making process at all levels of the organization, including the ‘C’ level execs• Development and delivery of real-time solutions to critical internal/external operational processes• Responsible for combining data from multiple sources into strategic reports for all levels of the organization• Accountable for the initial evaluation of all new tools and technologies desired by the business division• Responsible for leading the RFI/RFP process for all new technology platforms, and potential upgrades• Guide the creation and updating of documentation framework for all Ops activities from an E2E perspective• Successfully created new, and managed existing, complex operations and financial data tracking tools• Responsible for overseeing the development of detailed guides for numerous products and services

• Lead the timely/accurate delivery of 100,000+ invoices per year, covering over $1 billion in gross revenue• Successfully managed the ‘order to cash’ invoicing & collection process for 7 different channels of distribution• Collaborated regularly with internal partners, external partners and executive management to resolve issues• Strategic leader for improving, developing, and implementing the sustainability strategy for the division• Key participant in identifying, evaluating (RFI), negotiating (RFP), and implementing new technology solutions• Responsible for working with our Pricing teams in identifying areas which helped create a better customer experience for clients during major rebids and renewals• Managed the calculation, recordkeeping, and reimbursement process for $15 million of customer credits per year• Responsible for the management oversight of over 5,000 work-flow items per year.• Work closely with the FundsNetwork team to resolve any discrepancy with revenue sharing rates for billing fund families, contract related issues, or past due account issues.• Collaborate with Fund Profitability team to provide usage data on Expense Credits to allocate costs and report to the FMR Board of Trustees.• Responsible for the management and career development of 2 high level exempt employees in Marlborough, MA and a remote team, 1 manager and 5 employees, in Covington, KY.• Frequently traveled to other offices to manage and build relationships with direct reports and business partners.

• Responsible for driving the timely delivery of over 3,600 invoices per year covering $200+ million in gross revenue.• Accountable for the end to end oversight of the non-Fidelity Mutual Fund Billing and Collections.• Lead the delivery and oversight of the most complex large and mid market Defined Contribution client invoices and calculations.• Worked closely with Fund Profitability team to provide usage data on Expense Credits to allocate costs and report to the FMR Board of Trustees.• Responsible for the management and career development of 2 high level exempt employees.

• Invoiced $20 million dollars of monthly non-Fidelity fund billing which included interpreting Fund Trading Agreements, adding and maintaining 12b-1 and SubTA rates, invoice variance analysis, and invoice delivery• Reviewed processes/systems to identify and implement changes which were necessary to control risks, improve efficiency, and accuracy leading to savings of $850,000 per year by collecting sales in 25 days instead of 52 days• Established and maintained strong business partner relationships with non-Fidelity fund families, internal Relationship Managers, Finance, Corporate Accounting, Pricing, FundsNetwork & Investment Services colleagues• Created an Access database to facilitate streamlined monthly/quarterly reports used by accounting and finance for revenue allocations, bad debt reserve, accruals, and fund profitability• Managed non-Fidelity fund family revenue pass-through to Plan Sponsors, according to SEC/ERISA guidelines

• Recommend, document, and implement operational efficiencies across all service centers.• Mentor and train associates in four different service centers across the retirement services business.• Constantly research and develop new and innovative ways to streamline process and procedures.

• Responsible for the timely underwriting/pricing of all existing and new Defined Contribution business.• Responsible for creating/maintaining complex databases and spreadsheet tools to facilitate underwriting.

• Manage all aspects of the Technical Resource team’s daily operations.• Responsible for the growth and development of all Technical Resource employees.• Create and maintain relational databases for tracking, reporting, and billing.• Correct daily errors due to internal employee errors, and outside client errors.• Process complex earnings calculations to fix 401(k) operational violations.• Develop new, more efficient ways to process transactions to create efficiencies.• Cross-train all groups to help develop a more knowledgeable work environment.

• Create and maintain relational databases for tracking, reporting, and billing.• Correct daily errors due to internal employee errors, and outside client errors.• Process complex earnings calculations to fix 401(k) operational violations.• Cross-train all groups to help develop a more knowledgeable work environment.

• Act as client relationship manager to the National Securities Clearing Corporation.• Responsible for posting/balancing dividend transactions for 500 plus investments.• Assist in development and implementation of new self-directed brokerage product.• Accountable for system maintenance of all investments offered to retirement plans.• Create operating efficiencies to cut costs and fully automate manual procedures.• Coordinate the liquidation of retired investments into new investment options.

• Administer various types of retirement plans according to plan documents.• Manage record-keeping services for qualified and non-qualified retirement plans.• Interact with clients and firm personnel to facilitate plan management.• Process transactions, identify and service client needs, reconcile plan balances.

• Rebuild/Restore/Create custom client plans in the OmniPlus program.• Responsible for correcting, tracking and reporting recurring trading errors.• Manage daily cash control reports by identifying and correcting old issues.• Improve systems and procedures to create a more efficient workflow.• Cross-train colleagues on all divisions and procedures of daily operations.• Responsible for daily transaction processing of retirement plans.• Acted as team contact for technical/computer related problems as needed.

• Analyze and advise on the financial performance of corporations.• Develop organizational systems to aid in client corporation's success.• Act as Team Leader on statistical research and interpretation projects.• Research, compose, and edit business and legal plans for clients.• Help businesses generate proposals for equity and debt financing.