Focused on defining, articulating, and socializing the learning and coaching strategies for the Branch Network.

- Led program for Transition Group Management to bridge multiple working groups into comprehensive playbook and execution strategy. Ensured program was structured for long-term execution to meet timelines, designed and implemented processes, aligned decisions and resolved issues.- Developed executive presentations to articulate program progress for senior leadership and ensure alignment and buy-in with key integration working team partners. - Oversaw implementation of more than 900 client day-one activities to operationalize client transition group assignment and client experience activities. Coordinated and sequenced activities related to TG composition, execution of business processes, and support of clearing conversion activities. - Led team of senior program managers tasked with executing multiple integration initiatives to support multiple business organizations and their conversion efforts.- Led new-to-firm client (prospect) account cutover project to conclude prospect account opening at TD Ameritrade and redirect all prospects to Charles Schwab. Developed cross-firm project team to align Marketing activities, ensure readiness of Trader products (Futures, Forex), support field enablement needs, and provide updates to CD1 leaders, stakeholders, and business partners.

-Drove coordination and planning across TD Ameritrade and Schwab for all employee experience changes for more than 30,000 employees-Managed end-to-end employee experience and works to maintain experience through employee and client conversions- Oversaw change management efforts and employee readiness through full TD Ameritrade integration to Charles Schwab

-Drives coordination and planning across TD Ameritrade and Schwab for all employee experience changes for more than 30,000 employees -Manages end-to-end employee experience and works to maintain experience through employee and client conversions-Oversees change management efforts and employee readiness through full TD Ameritrade integration to Charles Schwab

Led Retail division's employee experience, digital employee experience, and client experience surveying programs for Retail division (5,000+ employees). Maintained all responsibilities as Digital Employee Experience Program Manager, while expanding role with the following additions: Client Experience Program: • Led client experience operations team responsible for day-to-day client survey operations and production support. • Supervised client experience surveying program, including survey design, delivery and enhancements. • Partnered with analytics teams to gauge efficacy of client experience surveys within program.• Partnered with key stakeholders to support key client experience result findings and development of strategic programs and projects that deliver a best-in-class client experience.

Retail Employee Experience: • Responsible for Retail employee experience strategy, planning and execution for more than 5,000 employees.• Responsible for multi-million dollar budget to support employee experience and rewards and recognition programs. • Led cross-functional stakeholder group to develop and execute upon employee experience strategy.• Used multi-channel employee feedback to gauge effectiveness of firm-wide, divisional and departmental employee experience programming, and worked with key stakeholders and leaders to amend programming as needed.Retail Digital Employee Experience: • Focused on ensuring that Retail employees have the digital resources they need to feel engaged, educated and empowered to provide the highest experience to clients.• Ensured that client-facing employees have technology delivered to them that strategically considers their needs, provides clarity to the value it will deliver and allows for continual feedback. • Worked with partners to organize, prioritize, identify and execute on Associate technology needs, while being mindful of the overall employee experience and change management needs.• Supported the creation of a cohesive client experience by providing and operationalizing a 360-degree view of the client in our CRM platform, Salesforce. • Drove prioritization and technology execution as a result of employee feedback loops.• Developed relationships with key partners in Technology, Retail, Operations and Marketing to ensure quality and timely execution of work streams and projects.• Focused on innovation, the improvement of technology and overall, work organization and efficiency.• Guided solutions and provided decisions on processes and technology associated with the systems of responsibility.

• Managed Sales & Branches organization and leadership team communication strategy and support.• Managed Retail client-facing communication efforts through Scottrade integration. • Assisted in development of communications strategy aligned with both the Retail business priorities and firm goals. Assisted in setting the internal communications strategy, including overarching messaging. • Managed the execution and delivery of client-facing associate communications.• Drafted, edited and disseminated communications regarding initiatives, announcements and activities for various departments using appropriate communication tactics and channels.• Leveraged multiple media and communications sources to ensure delivery and retention of key communications content and enterprise knowledge. • Helped plan and execute leadership events including monthly/quarterly business updates, and the Retail National Meeting for more than 700 Retail managers. • Developed talking points, speeches and all strategic (product, reorganizations, etc.) initiatives communications. • Developed and cultivated relationships with internal business leaders to maintain and ensure consistency of messaging among all audiences, as well as ensure successful delivery and implementation of communications strategy. • Lead Retail crisis communication strategy, including the timely development and execution of crisis communications plans. Drafted fact sheets, talking points, Q&As and educational materials for associate usage.• Responsible for planning and developing content strategy to support change management efforts for Retail, including Branch model evolution.• Oversaw associates responsible for supporting communications from Retail leaders.• Provided leadership and coaching to direct reports to define and review accountabilities through individual 1:1s and performance reviews. Ensured team was engaged with organization and leaders, and oversaw the team’s efforts in execution against strategy.

-Plan, develop and manage associate communications and projects that deliver clear and consistent messages tied closely to TD Ameritrade’s brand and core values.-Develop communications and manage internal messaging schedules for ongoing projects, products, services and campaign launches that support Retail’s strategic priorities.-Support senior leadership members through executing written, visual and multimedia materials that support and lift TD Ameritrade’s strategy, brand and culture.-Facilitate and develop confidential communications for Retail leadership members including organizational updates and quarterly business reviews.-Manage communications, events and engagement strategies for two Retail managing directors and their leadership teams.-Manage corporate training initiatives for Retail to ensure full completion assigned deadlines by partnering with business leaders, chief of staffs, executive admins and assigned business contacts.-Assist with timely development and execution of crisis communications plans, and draft associate materials such as fact sheets, talking points, Q&As and educational materials for internal use.-Draft, edit and disseminate communications regarding initiatives, promotions, announcements and activities for multiple business units using appropriate communication tactics and channels.-Partner with communication leads in Retail’s business units and across the company to ensure communications support and overall initiative strategy are appropriate for intended audience.-Work closely with external and corporate communications teams to ensure messages are timely, consistent and coordinated.-Manage strategy and coordinate operational, procedural and associate engagement content for Retail Distribution's intranet site to inspire and educate associates.

A program designed to prepare high-potential associates to become viable managerial candidates by meeting the leadership needs of both the associate and the business.

• Plan, develop and coordinate associate communications and projects that deliver clear and consistent messages tied closely to TD Ameritrade’s brand and core values.• Manage strategy and coordinate operational, procedural and associate engagement content for Retail Distribution's intranet site to inspire and educate associates. • Develop communications and maintain internal messaging schedules for ongoing projects, products, services and campaign launches.• Draft, edit and disseminate communications regarding initiatives, promotions, announcements and activities for multiple business units using appropriate communication tactics and channels.• Assist with timely development and execution of crisis communications plans, and draft associate materials such as fact sheets, talking points, Q&As and educational materials for internal use.• Write associate profiles and human-interest stories that align with TD Ameritrade’s core values and vision.• Work closely with external and corporate communications teams to ensure messages are timely, consistent and coordinated.• Support senior leadership members through executing written, visual and multimedia materials that support and lift TD Ameritrade’s strategy, brand and culture.

• Maintained internal websites and published daily information for more than 3,000 associates. • Served as point of contact for day-to-day communication requests and executed on requests using appropriate channels.• Developed and maintained internal communications and messaging schedules for ongoing projects.• Designed promotional fliers for internal contests, products and services.• Drafted, edited and disseminated internal emails, announcements and associate spotlights.• Measured communication effectiveness using surveys and metrics.

• Developed profile features for internal communication website.• Proofread graphic collateral for consistency and AP Style to reflect corporate standards.• Assisted team members with day-to-day production and communication tasks.

-Managed the completion of the Winning 2012 National PRSSA Dr. F.H. Teahan Outstanding Chapter Award.-Maintained all chapter business and delegation of executive board tasks.-Served as liaison between PRSSA National Committee and university chapter.-Planned logistics for a fundraising event, Italian Night, with 150 people in attendance, raising $6,000.

-Student-run PR firm at the University of Nebraska at Omaha. • Managed on-going accounts with project directors, account executives and faculty advisor. • Met potential clients and created proposal plans for desired work. • Wrote strategic plans for campaigns outlining challenges, opportunities, research, target audiences, goals, objectives, strategies and tactics.

• Assisted with Information Technology recruitment efforts at the University of Nebraska Omaha.• Carried out transportation management carrier testing and stabilization.• Supported strategic goals and business processes to ensure efficient and successful corporate operations.• Upheld and maintained security transactions for day-to-day business processes to uphold customer and application protection.