Senior Director
- Program/Project management and leadership role in deployment of business support, regulatory product solutions and technology initiatives: o XBRL - Product development, management and integration for over 20 mutual.
- P&L and support staff management for mutual fund regulatory solution team – revenue generation, budget and financial control for $7 million business segment.
- Leadership and management responsibility for Mutual Fund, Defined Contribution (DC), and Variable Annuity regulatory product solutions supporting Summary Prospectus, XBRL, Statements and Trade Confirmations with over.
- During a four year span supported revenue growth of over $20 million in sales and on-going operations from Mutual Fund, Defined Contribution Plans and Variable Annuity clients.
- Enterprise Content Management and in-house operational direction for Marketing Communications - Digital Print and Fulfillment of all regulatory, financial education and enrollment literature.
- Strategic planning and competitor research and analysis of retirement plan solutions to drive 20% market share growth in financial service industry retirement plan segment.