Thousands of advisors trust FP Transitions to provide the latest advice, research, and strategies that create businesses of enduring and transferable value. [ #FPInsights ]Known for our pioneering work on Succession Planning, our founders and multi-generational owners continue to innovate and support advisory firms through transformational research, benchmarking and thought leadership. Our team supports partnership endeavors, amplifies new research and opportunities for evolving businesses, and works directly with thought leaders, media powerhouses, and marketing professionals to encourage industry-wide traction around initiatives that will future proof our industry for generations to come.

Guiding several financial services, fintech, RIA/Hybrid firms with their marketing, communications and public relations efforts.

Everyday I get to embrace new challenges and guide our organization through a more modern partnership strategy with an overall goal of elevating the financial planning profession. My role requires clarity in purpose, a will to tackle seemingly impossible tasks, and gratitude for my peers, partners, and members. An astute knowledge of the financial services landscape and growth trajectories is essential. Through this work, and with dedicated partners, we research, collaborate, and enhance the future of financial planning.

Engaged in strategic partnership conversations with broker-dealers, custodians and TAMPs to develop robust partnerships activated across the organization. Driving conversations and strategies around the future of financial services amongst FinTech CEOs and IBD VPs is incredibly exciting.Quarterback of all in-house NexGen initiatives and FinTech business development.

Responsible for fostering revenue generating partnerships with Fortune 500 firms and thought leaders within the financial services sector. Broad knowledge of financial services including issues facing RIA, BD, and wirehouse channels, advocacy and policy, and compliance. An internal thought leader for in-house initiatives including channel development, partner marketing oversight, and partner content placement.

Developed and implemented marketing campaigns focused on recruitment and retention of FPA's top RIA firms. Utilized industry resources including Barron's and RIA Database to strategically target firms with $200M AUM+.Aligned benefits and payment structure to reflect the needs of targeted firms. Program growth exceeded 150% year over year from 2011 - 2013.

Built the #10 store in the company. Brand new store - recruited and trained staff with low turnover and hit record-breaking sales at all three regional locations. Enjoyed strategic planning for ops and visual reset. Exceeded sell-through goals and ROV.

ITAGroup combines incentive programs, rewards and recognition, group travel and event management to engage employees, motivate channel partners and ignite customer devotion. And we rely on traditional business values like hard work, integrity and great client service to make sure our clients are successful. Account ManagementManaged strategic development, communications, marketing promotions and daily operations of a national marketing program for Verizon Telecom. Provided timelines, budget projections, performance objectives and client communications with a high level of accuracy, efficiency and professionalism. Traveled frequently for client meetings and facilitated Verizon training programs in regional call centers. Group Event ManagementPlanned and operated international meetings and events for multiple Fortune 500 accounts. Channels include Big Box [B2C] incentive programs, pharmaceutical product launches & training programs, and corporate recognition events. Managed program operations on-site and consulted on billing, rooming, and service aspects. Planning operations included customer service and client interaction, marketing and communications campaigns, planning/testing website functionality, and negotiating concessions with suppliers.

Figured out what I didn’t want to do.

Created the UNI Corporate Relations Department.Built revenue partnerships across athletics, public relations, science, math, business schools to drive non-tuition dollars.

Hosted children’s financial literacy programsSpeaking, Marketing & Small Event PlanningRepresented CU at local non-profit events