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Led and conducted omni-channel customer experience initiatives including consulting, experience mapping, Voice of Customer analysis and strategy, digital transformation, brand alignment, and regulatory impact review.

Served as primary SME and liaison to Individual Advisory Services and Marketing teams for portfolio content including bulk email, digital, lead generation, marketing campaigns, seminars and videos. Responsible for success of project management, governance and performance metrics.

Led, developed and coached a team of over 17 client facing Wealth Management Advisors and support staff throughout Ohio. Created and maintained a profitable, compliant environment, where team members consistently grew client relationships through sound advice and guidance.

Led, developed and coached a team of Financial Consultants and support staff throughout Michigan and accountable for supervisory responsibilities for office associates. Created and led the Field Consulting Group Marketing Council.