-Responsible for refining and fulfilling our corporate strategy while overseeing the delivery of our service offering. - Spearhead the identification and realization of growth opportunities within the organization, while strategically and proactively ensuring business readiness to handle the company's expanding trajectory. - Lead the execution of client engagements, foster innovation within the business model, and oversee internal strategic initiatives. - Executive management… Show more -Responsible for refining and fulfilling our corporate strategy while overseeing the delivery of our service offering. - Spearhead the identification and realization of growth opportunities within the organization, while strategically and proactively ensuring business readiness to handle the company's expanding trajectory. - Lead the execution of client engagements, foster innovation within the business model, and oversee internal strategic initiatives. - Executive management aimed at shaping the company culture, optimizing resource utilization, and driving the company towards its strategic objectives. Show less

Reported to the Head of the Retirement and Wealth Management Business, focused on driving business results by developing, executing, and driving adoption of the institutional sales business strategy. Led a team of over 50 associates and core functions responsible for strategic planning, program and change management, business performance measurement and analytics, business process controls, culture and associate engagement.Accomplishments:* Implemented and achieved strategic plan… Show more Reported to the Head of the Retirement and Wealth Management Business, focused on driving business results by developing, executing, and driving adoption of the institutional sales business strategy. Led a team of over 50 associates and core functions responsible for strategic planning, program and change management, business performance measurement and analytics, business process controls, culture and associate engagement.Accomplishments:* Implemented and achieved strategic plan delivering financial results of $7 billion revenue from investment flows and a $3.8 billion operating margin, while also driving an 82% associate engagement index. Built a high performing team of 50 associates solving for execution, change adoption and performance measurement skill gaps necessary to drive business results and evolution of the retirement business.* Managed a $70M strategic project portfolio (representing 1⁄4 of the Enterprise investment) including 12 projects engaging teams, processes, and technology across the enterprise, achieving all key performance indicator targets.* Executed a year-long program focused on identifying and implementing improvements to client facing roles elevating clarity of responsibilities to improve sales, resulting in 10% more capacity for client facing resources and a renewed vision toward a productive sales culture.* Facilitated sales process improvements transforming the sales team to deliver against broadened sales goals and audiences with results to include a centralized support infrastructure to enable greater focus on prospecting and pitch materials. Show less

Managed infrastructure, operations, and enablement for Institutional and Retail product groups. Facilitated organizational changes that combined multiple product and business areas into one centralized function. Scope included strategic planning, program management, business process controls, and associate engagement. Accomplishments:* Reinvigorated TIAA’s flagship product, TIAA Traditional ($285 billion in Assets Under Management) through innovative product design, marketing and… Show more Managed infrastructure, operations, and enablement for Institutional and Retail product groups. Facilitated organizational changes that combined multiple product and business areas into one centralized function. Scope included strategic planning, program management, business process controls, and associate engagement. Accomplishments:* Reinvigorated TIAA’s flagship product, TIAA Traditional ($285 billion in Assets Under Management) through innovative product design, marketing and packaging which produced $3 billion in incremental sales and $30 million in annual profitability.* Led change and program execution of a $75 million strategic portfolio of initiatives, representing 33% of the enterprise strategic portfolio.* Developed product P&Ls to drive improved business insights and decision making while creating a general manager profile for all product managers owning their product’s P&L.* Created efficiencies and established structure for revenue growth through the integration of the Endowments and Foundations Business by combining three separate organizations, Charitable Giving, Planned Giving and Endowments Outsourced Chief Investment Officer (OCIO) services. Show less

Business and Operations Management leader managing the transformation of TIAA Asset Management (TAM) CFO group to become the provider of independent and objective advice for the business; delivering forward-looking and relevant insights.Accomplishments:• Drove integration and organizational structure in support of the recent acquisition of Nuveen and the growing TIAA Asset Management business.• Built management systems and tools to further support business insights in the newly… Show more Business and Operations Management leader managing the transformation of TIAA Asset Management (TAM) CFO group to become the provider of independent and objective advice for the business; delivering forward-looking and relevant insights.Accomplishments:• Drove integration and organizational structure in support of the recent acquisition of Nuveen and the growing TIAA Asset Management business.• Built management systems and tools to further support business insights in the newly combined Asset Management Org.• Developed strategy and created structure, controls, and focus for prioritized initiatives. Show less

Developed a new team to meet business needs, which involved skill assessments, role design, hiring, onboarding, and developing standard procedures to form new capabilities. Our execution team led a full rebrand of TIAA. Accomplishments:• Provided oversight for the largest annuity / investment product multi-class effort in the 100-year history of the firm, resulting in the execution of 9 million transactions for 1.8M participants over a single weekend.• Led the program execution… Show more Developed a new team to meet business needs, which involved skill assessments, role design, hiring, onboarding, and developing standard procedures to form new capabilities. Our execution team led a full rebrand of TIAA. Accomplishments:• Provided oversight for the largest annuity / investment product multi-class effort in the 100-year history of the firm, resulting in the execution of 9 million transactions for 1.8M participants over a single weekend.• Led the program execution of TIAA name change and refreshed branding Created to Serve, Built to Perform.• Built and operated a center of excellence driving fiscal efficiencies enabling increased marketing investments. Show less

Enterprise Efficiencies: Project New BAC is a vital component of Bank of America’s customer-focused strategy. This work will align resources with serving customers, removing obstacles internally so that teammates can work better together, improve the customer and client experience, and create a more focused, streamlined company. • Selected as part of the “catalyst team” with 50 other leaders across the company.• Based on the ideas generated in Phase I, requested to stay engaged… Show more Enterprise Efficiencies: Project New BAC is a vital component of Bank of America’s customer-focused strategy. This work will align resources with serving customers, removing obstacles internally so that teammates can work better together, improve the customer and client experience, and create a more focused, streamlined company. • Selected as part of the “catalyst team” with 50 other leaders across the company.• Based on the ideas generated in Phase I, requested to stay engaged through implementation to drive execution of all staff support portfolios.• Results to date include company-wide expense reductions of $5 billion per year by 2014 and over 30,000 job reductions (Phase I of II).• Over time, this effort will produce a leaner, more efficient company and will help lower the efficiency ratio. Show less

Operations & Business Management: Led campus recruiting operations team and process improvement initiatives across the enterprise function. Drove financial efficiencies against a $17MM plan. Achieved 97% associate satisfaction in 2010.Associate Readiness & Proficiency: Led assessment and design of experiment (DOE) to improve skills, confidence and proficiency levels of new hire and existing tellers in the Consumer Bank. (Opportunity cost is in excess of $100MM per baseline teller… Show more Operations & Business Management: Led campus recruiting operations team and process improvement initiatives across the enterprise function. Drove financial efficiencies against a $17MM plan. Achieved 97% associate satisfaction in 2010.Associate Readiness & Proficiency: Led assessment and design of experiment (DOE) to improve skills, confidence and proficiency levels of new hire and existing tellers in the Consumer Bank. (Opportunity cost is in excess of $100MM per baseline teller proficiency levels = 20% at 90 days). Leveraged DOE results to launch pilot of improved Teller training and readiness across 10 markets.Manage risks: Executed control plans and management by fact methodology of HR related processes in Global Risk, CFO, Audit and Information Security lines of business due to increases in regulatory scrutiny. Show less

Mass Affluent Revenue Growth: Top 5 Enterprise-wide growth initiative aimed at maximizing the customer experience by creating differentiated sales and service capabilities for 16 million Mass Affluent customers• Built the governance, program office, and change execution team for the 2008 Mass Affluent / Retirement portfolio of initiatives• Integrated across all programs to ensure flawless execution and efficient use of resources ($260MM investment)• Represented Global Wealth and… Show more Mass Affluent Revenue Growth: Top 5 Enterprise-wide growth initiative aimed at maximizing the customer experience by creating differentiated sales and service capabilities for 16 million Mass Affluent customers• Built the governance, program office, and change execution team for the 2008 Mass Affluent / Retirement portfolio of initiatives• Integrated across all programs to ensure flawless execution and efficient use of resources ($260MM investment)• Represented Global Wealth and Investment Management (GWIM) in the enterprise Business Change Council to drive adoption of the enterprise change management process across GWIMDelivered six sigma and change management consultation and implementation across the enterprise Staffing function. Focused on productivity levers to control performance variability and accomplish 2007 productivity goals.End-to-end Business Process Management: Provided Six Sigma and Change Management support to the Strategic Staffing Initiative across the end-to-end Staffing process• Earned Six Sigma Black Belt (2006): designed and executed a School Selection Model to enable optimal talent selection and resource utilization.• Facilitated multiple Voice of Customer and Voice of Process sessions to crystallize the critical customer requirements and the ultimate recommendations for improvement.• Utilized multiple productivity levers to enable 2007 Productivity goals and build a pipeline for 2008 and beyond (ex: controlling performance variability through k-performer, offshoring assessments, business rules and procedures, etc.) Show less

Enterprise wide change execution and adoption: Led a team of change managers and vendors to build and implement the Performance Management Tool. Leveraged change adoption techniques and stakeholder engagement to ensure readiness of over 100,000 employees across the company. Facilitated vendor relationship to ensure all deliverables were on time and on budget.Sales Process: Owned and executed the Premier to Consumer Bank customer migration to align within the customer service… Show more Enterprise wide change execution and adoption: Led a team of change managers and vendors to build and implement the Performance Management Tool. Leveraged change adoption techniques and stakeholder engagement to ensure readiness of over 100,000 employees across the company. Facilitated vendor relationship to ensure all deliverables were on time and on budget.Sales Process: Owned and executed the Premier to Consumer Bank customer migration to align within the customer service strategy. Built the Tiered Client service approach to support optimal gearing ratio of qualified clients in a client managed portfolio. Led the Client Manager Efficiency MBF (management by fact) to increase client manager relationship building. Responsible for lead generation process and activities to “uptier” very affluent customers to the Private Bank. Show less

Technology Enablement: Led initiative planning for large technology dependent projects in the Wealth Management group. Served as primary relationship manager to the wealth management group to deliver technology enabled results. Designed, developed and deployed components of the Customer Relationship Management tool for client managers in the mass affluent customer segment.