Rapid onboarding to activate the hiring Vice President’s change manager vision optimizing tier 1 revenue potential broadening conversational scope with business acumen as part of their organization exit strategy. By day 45 tasked with leading cross-functional stakeholder work sessions, ensuring frictionless day-to-day continuity of multiple projects. Originated bi-monthly 1:1 champion stakeholder strategic iteration sessions and created mutual action plans celebrating in the first 210 days, 20% revenue growth, 15% portfolio expansion and 98% renewals for Tier 1 complex clients, including long standing relationships with major banks, fintechs, credit unions, card processors, and Fortune 100 institutions and associated foundations such as, JPMorgan Chase, Wells Fargo and Bread Financial. Nurtured internal cross-functional team collaborations, delivering innovative solutions, anticipating evolving client consulting, research and product design expectations. Served as the C-level strategic advisor and integral day-to-day team partner interface, achieving a 98% client renewal rate and 45% rise in enterprise engagement. Recognized as an inspirational trusted advisor, clearly communicating data analysis, market insights and implications engaging stakeholders throughout the decision making process.Re-negotiated a  60%  contract budget increase and obtained new Foundation introductionsAchieved 50% higher utilization across the portfolioInitiated stakeholder Business Case Design co-creation providing data analysis and competitive insights, quantifying cross-functional business impact for executive leadership presentations resulting in a 5-fold budget increase with discretionary authorization for a multi-year net new 7-figure community impact hallmark FHN PULSE project. An internal external cross-team collaboration for U.S. financial education business case expanded a high profile  partnership with U.S. and Canada  financial solutions viable product stakeholders.

Advocacy Relationship Manager, 2021Director, Open Finance, 2021-2022Advancing open finance awareness and adoption on the open finance vertical launch team, led by Jane Barrett, Chief Advocacy Officer and  MX Founders, positioning MX as the industry forerunner, through awareness, advocacy, CFPB Rule 1033 policy and FDX technical standards updates - Led tier 1 full-cycle complex sales cycles, facilitating internal - external CISOs, CIOs, CDOs, API Engineers and Architects in close coordination with MX API Engineers and Product managers, delivering cross-functional product evaluations, tech stack diagraming, demos, sandbox testing and IT compliance risk audits with target banks, credit unions and fintechs, securing open API connection agreements and beta cohorts for the GTM platform.- Simultaneously cultivated a diverse Tier 2  green space and long-tail portfolio enhancing Whitelist conversions and data access agreements. - Initiated and executed programs promoting mentorship, diversity and inclusion within the corporate environment.  Key Contributions: - Concept to creation of external assets, "The Complete Manual on Open Banking" guide and the 'Open Finance maturity assessment, the first to market scored open banking readiness tool for enterprise stakeholders The assessment data sets and questions included in thr Customer Maturity Index to define a foundation of open finance with established MX PFM clients. - In recognition of outperforming OKRs and executing on a Founders’ Mindset, a core MX value project received two additional unprecedented stock option awards.- Recognized for driving  consumer education, financial education and fraud-monitoring objectives with stakeholders and as an active Financial Data Exchange (FDX) taskforce member representing MX. - In coordination with a SaaS PFM sales leader, secured a $1.2M ARR Data Access platform agreement. Presented case impact story to the quarterly state of the network and sales meeting.

Fintech/MarTech start up Vertical Strategic advocate dialogues about transformation over time and initiatives best delivered with digital agilityAgile cross functional teams part of product developmentFull cycle complex sales: prospect, discover, demo, pricer, negotiation, advocacy relationship manager for banking, Mortgage lending, WMS and Credit Unions Financial Services association liaison Marketing Automation, CRM, business analytics and reporting platformFlat file ready or Open platform, APISpecific project: Credit Union aligned processes solving CX/UX journey challenges with innovation, trust and speed for actionable outcomes.

A top 5% new vertical team selected to leverage domain knowledge, specifically financial advisory, banking products, SMB, lending, compliance, enterprise risk, sales management, operations and insurance business functions to manage an aggressive in-branch wealth management services organic growth and expansion strategy.- Designed and implemented a stacked kickoff project plan, executing on branch KPIs such as, advisor referrals, new assets under management, roll-overs, out-flows from other financial institutions, cross-sell, and launch team expectations and growth goals.Goals and business objectives.- Managed and led, as the specialist and FINRA s-7 and s-66 investment advisor and insuranced licensed intermediary, the branch referral, training and sales enablement programs:Branch team:  1. Customer Relationship Management  Training optimizing education on branch offered non-deposit investment products, including annuities, specifically, non-licenced approved types of customer facing engagement, language and definitions.2. Compliance specific to restrictions and safeguards for unlicensed branch team.3.  Branch team sales enablement targeted training, content creation, role-specific coaching, and performance analytics representing a 60% lift in new assets under management for this one advisor branch practice.Financial Advisor Collaboration - Advisor branch sales tracking and target prospect referral strategy- Case study reviewsNotably achievements: Sales Enablement: Client engagement, subject matter confidence, referral coaching for a 2 quarter 35% lift in branch cross-sell quotas.Community Outreach, Financial Wellness Education and Social Impact Initiatives:Designed and taught trauma-sensitive financial education curriculum, securing partnerships to increase access to banking accounts and services.Licenses and certifications: FINRA S-7, 65, 66 | MA/NH Life/Health/Accident | Annuities | NMLS

Financial Services highlights: Practice Management Consulting, Advisor Recruiting, Morgan Stanley, FA, Practice Management Consulting, LPL, Branch DevelopmentAdvisor and Practice management, strategic consulting, recruiting and business development director, enterprises including: financial services, estate planning and accounting practices.Recruited and provided practice management consulting for the largest business client for the organizationB2B consulting specializing in process improvement and practice management (operations including technology solutions, sales, marketing and administration) to successful impliment a business line.Retention and acquisition of advisory practices.Guest speaker at professional association workshops and seminars.