Responsible for enhancing the distribution efforts of Lazard's Sales and Marketing teams through the use of data, analytics, and technology. Duties included: evaluating current CRM data, implementing improved methods of distributing and consuming data, identifying and utilizing beneficial 3rd party data and promoting a data-driven mindset throughout the company.Significant Accomplishments: + Conducted due diligence of the current data platform and data providers, resulting in approval for a full data refresh.+ Replaced the existing Data Management Platform to better meet the business needs for aggregating, integrating, and consolidating Lazard's sales and asset data.+ Implemented SalesPage, Discovery Data, and Advisor Atlas Data.+ Partnered with the IT Development Team to define business requirements for a proprietary Distribution Data Mart to provide a single source of truth for analytics, reporting, and self-service business intelligence.

Responsible for implementing and guiding the strategic direction of Business Intelligence (BI) across AB's Global Client Group, which includes Institutional and Retail Sales, Business Development, Product Management, National Accounts, and Marketing.Significant Accomplishments:+ Contributed to a 32% increase in US Retail Gross Sales over a three-year period.+ Developed an award-winning mobile sales enablement app (SIMON) that provided US Retail wholesalers with unparalleled on-demand access to sales intelligence and integrated seamlessly with Salesforce.com.+ Developed Segmentation Models for US Sales and Global Marketing - in 2018, 58% of total sales came from BI's pre-defined Focus Advisor Segment.+ Developed Key Performance Indicators (KPI) that were effective in forecasting future sales results.+ Created a suite of interactive dashboards to increase transparency of AB's Global Institutional Distribution Channel as well as dashboards to monitor client engagement with AB's Marketing Content.+ Engineered a standardized process for measuring the effectiveness of marketing campaigns.

Responsible for managing a 60+ person organization which included the internal sales desk, marketing support and inbound client service. The team was responsible for generating an average of $10B in sales per year while also servicing approximately $50B in AUM.Significant accomplishments: + Increased Gross Sales for four consecutive years (from $8B in 2010 to $12.6B in 2014).+ Increased AUM by 18% (from $41B to $50B).+ Developed and implemented enhanced metrics to more effectively measure employee performance and its impact on clients, shifting from activity metrics to productivity metrics.+ Hired and trained a new management team, significantly minimized turnover, and established a career progression program.

As the Director of Client Services at Bernstein Global Wealth Management's Private Client Services Division, I oversaw the support staff of the New York Office (25 Client Service Professionals) that provided service to high-net-worth families, institutions, and their respective trusts, derivatives, foundations, endowments, and pension plans.Significant accomplishments: + Managed a team of 25 Client Service Professionals+ Improved Client Service Standards by minimizing operational errors, reducing associate turnover and creating more efficient processes.+ Implemented “Project Outreach” – a sustainable process enabling associates to partner with the management team to work on strategic initiatives. This provided more resources for management to leverage, created learning opportunities for staff and increased staff exposure with management.

Managed up to 70 Client Service Professionals responsible for supporting the North American Institutional business. The team included Client Service Associates, Consultant Relations Associates, RFP Writers and a Management Team.Significant accomplishments: + Led team during historic Sales/AUM growth in 2004-2007 (sales reached nearly $300B in 2007)+ Re-engineered client service processes to meet increased servicing demands+ Developed a searchable web-based tool for Associates that provided access to all documented processes and procedures. The tool accelerated the on-boarding of new hires, reduced operating errors and standardized best practices. The tool is still being utilized today.+ Founded Employee Appreciation Day to recognize/appreciate the contribution of employees + Implemented a standardized Performance Management Process for entire organization (Goal Setting, Mid-Year Reviews, Self Evaluations)