- Drove all marketing strategy as Segment CMO including the transformation toward a client-centric/segment approach in order to increase message relevancy and client deepening for Merrill and Banking solutions.- Developed a data-driven actionable framework that was easily communicated across the organization for wide-spread adoption. - Built the brand of Preferred Rewards, an award-winning loyalty program, to over 9 million members with the expansion of the program to the Bank's Wealth clients.

-Led Digital Marketing for Bank of America for Merrill Edge and all Banking products, services, solutions, and critical client messaging across all digital channels. - Grew Digital sales from 30% to 45% of all Consumer Sales and mobile active users from 24 million to 33 million.- Drove new approaches to personalization through multi-channel strategies across our owned digital platforms and 3rd party to provide real-time and relevant messaging leveraging various technologies.- Key stakeholder/advocate in MarTech strategy driving out the next-gen tech stack of BofA.

- Led Digital Marketing for Merrill Edge, Preferred Rewards, and Small Business. - Headed the development and launch of Face Retirement, a mobile app that combined face-aging technology with financial education and tools. Awards given by Media Maven, OMMA, and IAB MiXX.- Launched @MerrillEdge (now 165k followers)

- Led Marketing Strategy and Acquisition programs for Merrill Edge (Launched the brand in 2010).

Head of Retirement Account product management for Merrill Lynch subsequent to the acquisition by Bank of America.

Leadership roles in driving growth of Personal and Institution Retirement solutions prior to and through the acquisition of Merrill Lynch.

Head of Product Management for retirement, mutual funds, fee-based, annuities, and Q&R's sweep account (AMA).

Various roles with increasing responsibility from Credit Analytics to Commercial Real Estate to Private Banking.