Global policy architect for multiple premier third-party small merchant acquisition programs and channels. Evolve program governance in response to emerging industry trends. End-to-end ownership of third-party small merchant acquisition governance. Interpret regulatory, business and regional-specific requirements and develop appropriate incremental process enhancements. Drive interpretation and completion of global Compliance control metrics. Build and execute policy, training and… Show more Global policy architect for multiple premier third-party small merchant acquisition programs and channels. Evolve program governance in response to emerging industry trends. End-to-end ownership of third-party small merchant acquisition governance. Interpret regulatory, business and regional-specific requirements and develop appropriate incremental process enhancements. Drive interpretation and completion of global Compliance control metrics. Build and execute policy, training and communication strategies. Show less

Adjunct Professor, Business and Technology Division, June 2008 – Present • Professor of Introduction to Business (BUSI-105). Demonstrate nuances of U.S. and global economic systems and different forms of business ownership. Teach techniques for managing cultural diversity and ethics in the workplace. Introduce management and marketing strategies key to goal attainment.• Professor of Management (BUSI-205). Identify and analyze the historical and/or societal issues that have… Show more Adjunct Professor, Business and Technology Division, June 2008 – Present • Professor of Introduction to Business (BUSI-105). Demonstrate nuances of U.S. and global economic systems and different forms of business ownership. Teach techniques for managing cultural diversity and ethics in the workplace. Introduce management and marketing strategies key to goal attainment.• Professor of Management (BUSI-205). Identify and analyze the historical and/or societal issues that have impacted the evolution of the concepts and theories of management. Illustrate interlocking relationships of management life cycle stages: planning, organizing, leading, decision-making, and controlling. Adjunct Professor, English Department, January 2003 – May 2008• Professor of Writing & Research (ENG-122). Presentation of techniques and strategies for conducting research and writing argumentative essays based on critical thinking, analysis and assertion.• Professor of English Composition (ENG-121). Through a writer’s workshop approach, guided students through the process of composing and revising narrative and expository essays. Show less

• Created and managed new marketing department to provide market research, strategic planning and competitive intelligence support to acquisition teams. • Recruited and managed a team responsible for new market opportunity identification, lead generation, analyst relations, industry and competitor analysis, collateral content, and white papers.

• Developed and launched a new segmentation strategy to satisfy the unique needs and attitudinal preferences of retail clients. Project entailed market research, competitive analysis, strategic alignment and management presentations. • Managed the change in assets for priority clients (assets between $250k - $1M) to ensure consistent growth. Created marketing programs to attract and retain clients leveraging multiple distribution channels.• Built a Web-based resource providing… Show more • Developed and launched a new segmentation strategy to satisfy the unique needs and attitudinal preferences of retail clients. Project entailed market research, competitive analysis, strategic alignment and management presentations. • Managed the change in assets for priority clients (assets between $250k - $1M) to ensure consistent growth. Created marketing programs to attract and retain clients leveraging multiple distribution channels.• Built a Web-based resource providing centralized competitor and industry research. Screened software vendors, designed user interface and coordinated site content. • Analyzed business strategies of competitors and briefed Executive Committee on changes in the competitive environment. Prepared industry analyses, authored speeches for and presentations to senior executives. • Coordinated the new product review process for U.S. Private Client to ensure business plans were comprehensive and goals were quantified. Show less

• Co-authored government proposal to request funding for new international studies program.• Researched technology transfer and organizational design to supplement journal articles.

• Implemented strategic alliance network linking PaineWebber Trust to national third-party administrators. Managed transition of trust and 401(k) clients with at least $10 million in assets to new administrators. • Supervised two trust officer teams and trained new senior officers.• Facilitated communication between clients, financial consultants and operations managers, including completion of RFPs, to ensure consistent service and performance.

• Managed daily administration of employee benefit plans and corporate trusts.• Acted as relationship manager for plan sponsors to ensure delivery of high quality service.

• Administered recordkeeping of $3 billion 401(k) plan for 80,000 plan participants. • Monitored and reconciled monthly unit values, daily cash flow and funding requirements.