Head of Content Strategy and Contributor Relations for Funds at Thomson Reuters.

Head of Business Operations, LipperSenior Site Officer, Denver December 2011 – PresentLead Global Customer Experience and Specialist Support functions, Acquisitions and Vendor Contract Management for $100 million mutual fund research unit of Thomson Reuters. Serve as Senior Site Officer for Thomson Reuters’ 125-person Denver location. • Led Global Customer Experience Study and crafted Recommendations resulting in 20% improvement in client retention • Established customer service teams in Hong Kong, London and Denver in order to improve customer experience• Managed 13 person Global Specialist Support and Client Relations teams providing 24x7 support to mutual fund professionals in 61 countries• Led two $10 million acquisitions from initial due diligence through integration• Managed acquisition integration teams of up to 30 people covering all integration work streams; completed integration projects on time and on budget• Drove innovative $500,000 office remodel which enabled Thomson Reuters to release space to landlord and realize $111k annual savings• Ongoing responsibility for health and welfare of 125 team members at Thomson Reuters including business continuity and disaster recovery planning

• Conducted regular market analysis for 12 North American, European and Asian mutual fund markets• Led competitive intelligence process and published regular reports for senior management• Drove strategic partner review identified more than $1.5M in combined revenue and savings opportunities savings

• Responsible for all third party data and technology vendor management of $5 million annually• Managed Global QA and Document Collection Teams

Led Risk Management and Software Implementations for the $20 million energy trading division of Black Hills Corporation.• Senior Management Liaison for financial risk reporting and chaired weekly Risk Committee meetings• Set up and implemented Risk Policies and Procedures• Set up and managed systems selection process, project budgets, project operations and vendor relationships to fulfill individual business units’ requirements• Re-engineered trading operations business processes for inefficiencies• Supported compliance for The Sarbanes-Oxley Act• Supported revenue generation activities and maintained appropriate controls to mitigate financial and operational risk

Responsibilities included managing Client Relationship Management, Customer Support, Training and Product Management Functions for Europe. • Managed 15 staff across three departments• Senior Management Liaison for key clients during and post software implementation: BP, Shell, TXU Europe, London Electricity/Electricite de France, British Energy, PowerGen, and Trafigura• Client Relationship Management/Account Management• Generated new revenue from existing clients• Set up and managed UK Client Advisory Board with all significant UK Electricity companies working in a collaborative effort in specifying market requirements for NETA (UK New Electricity Trading Arrangements). • Developed and managed external client training program including new training materials, courses and facilities generating revenue of over $300,000 in the first year

Regional Client Services Manager, Europe, Middle East and Africa October 1997 – March 1999Led team for overall customer support including helpdesk, technical consulting and installations, applications consulting and training for all Saladin products. • Managed 11 staff and continually grew the team members to meet their job and the department’s support objectives and developed support processes to improve customer experience• Ensured 1998/99 sales renewals revenue target of $1.8 million was met by playing significant account management role with EMEA clients such as BP, Repsol, Saudi Petroleum, and TotalFinaElfProduct Manager, Front Office Products January 1996 – October 1997Responsibilities included overall management and development of Saladin’s front office trading solutions including historical and real-time software information and analytical products. Led client conversion program including the development, global product launch and rollout to deadline, generating £500,000 in revenues for year-end 1996. * Managed relationships with global sales team in order to meet revenue targets and overcome barriers to sales such as competition, pricing, contractual and logistical problems

Responsibilities included overall management and development of Platt’s on-line business for an international territory generating revenue of approximately $15 million per annum.