• Developing an inclusive strategic plan and content strategy by collaborating with the leadership team, board, and executive leveraging multi-channel approach to drive our reach and amplify our messaging to all our diverse stakeholders.• Analyzing market dynamics, market share changes, product line performance, and competitive intelligence, Identifying strategic risks.• Collaborating with leadership, special committees, and consultants to execute strategies. • Establish and roll-out the company’s customer experience maturity roadmap for holistic management and incremental sophistication as internal capabilities increase and external expectations evolve• Develop customer experience performance dashboards that connect lagging indicators of market performance and leading indicators of team performance related to key drivers of customer lifetime value.• Influence ease-of-work and ease-of-doing business as a committee member for product development and realization, go-to-market, employee engagement and other endeavors across the company.• Ensure ongoing skill development and capability-building within the customer experience management roles and among executives and employees at-large for customer-focused communication, customer experience improvement and innovation, and alignment with customer expectations.• Management and oversight of the company’s crisis communications plan and response to crisis-related matters. • Oversee and lead the company’s media relations activities, including developing media events, press conferences, and targeted media communications, such as article placements and interviews.

· Leads Workshops with Executive Leadership Team and Senior Leadership Team to ideate and inform Strategic Plan· Leads ELT and SLT working sessions to review and leverage market assessment outputs to define Strategic Imperatives, Organizational Priorities· Lead Strategic Plan Bi-Annual Reviews with the ELT to assess whether any significant market or customer shifts occurred that could significantly impact the Priorities or Objectives within the Strategic Plan· Leads the development of Corporate Marketing and corporate communications Strategies· Builds corporate content strategy to shape the “voice of the Clearinghouse in the market, leveraging a multi-channel approach to drive outreach and amplify the message of the Clearinghouse· Management and Oversight of the company’s crisis communication plan and response to crisis-related matters. · Oversee and lead the Clearinghouse media relations and activities, including developing media events, press conferences, and targeted media communication, such as article placement and interviews.

We design & deliver programs to help teenage girls build confidence, resilience & leadership skills for lifelong success.

Habits At Work is a privately held professional training and coaching company helping sellers communicate and better serve their customers. 2020-06 - Current Chief Operating OfficerHabits at Work, Chicago, IL• Designed 5-year strategic plan to expand product portfolio, distribution channels, and increase revenue YOY by 20% • Currently serve clients such as Google, Subaru, and Virgin Pulse to help their sellers practice effective habits in leading conversations to help develop lasting relationships• Accountable for $10M P&L, budget, and scaling business operations• Landed Google Cloud and Ads (6K cloud sellers and 4K ad sellers), Virgin Pulse, and other iconic clients at height of COVID-19 during massive global scaling initiative• Using data-driven strategy, significantly contributed to first profitable year in company's history, with projected 50% revenue growth forecasted for 2021• Scaled growth by establishing objectives and key results (OKR), framework for board meetings, hiring, forecasting, budgeting• Manage all bottom-line factors, including but not limited to long-range planning, product management, and third-party contracting, technology projects to develop remote workforce.• Refined organizational structure to consolidate, streamline and delineate necessary functions.• Negotiated and drafted contracts with business partners, clients and vendors, saving company over $500K annually.

A FinTech company with $250M net revenues and 350 employees. Aura D/B/A Intersections, Chantilly, VA• FinTech company with $250M net revenues and 350 employees•• Reported to CEO with 5/125 direct/indirect reports with $27M budget for North America• Appointed by CEO to integrate Aura and Intersections post-sale of Integrations to Aura• Relocated headquarters to smaller facility 5 miles from current location in Herndon, Virginia, and saved $1.5M in lease costs while migrating to CSO to focus on revenue growth• Improved product release times by outsourcing non-core development activities• Streamlined operations and expanded product portfolio into new markets• Introduced technology improvements for customer experience functions• Developed plan to move on-premises IT systems, including all sensitive data, to AWS Cloud, saving $7.6M in staff and infrastructure over three years working with internal architectural software engineers and AWS engineers• This included proactive program to identify risks related to sensitive data access, retention, loss, and compliance with third-party agreements.

• Reported to CEO with 4/125 direct/indirect reports with $350M budget for North America• Directly oversaw HR, customer support, compliance, facilities, administration, and leaders of engineering and software development groups• Served as de facto in CEO's absence• Created plan to reduce general and administrative expenses by 20% (see graph on page 1)• Built major efficiencies, including $4M savings, after acquisition of Intersections by outsourcing $3M in-house mail processing facility ($1.3M YoY savings) with headcount reduction of 10• Saved $3.5M by outsourcing mobile app development team in California• In conjunction with software development and engineering teams, led launch of new, innovative, and proactive personal identity theft protection product which alerts consumer when there is current real-time act of identity theft• Saved $1.1M by renegotiating contracts with credit data, financial application inquiries, social media data, dark web data, insurance data, and investment account data providers• Led teams across multiple locations: operations in Chantilly, VA, customer support center in Rio Rancho, NM, mobile development team in Santa Clara, CA• Refined organizational structure to consolidate, streamline and delineate necessary functions.

• Reported to CEO with 6/166 direct/indirect reports with $350M budget for North America• Created attractive capital structure for investors by illustrating shift away from 3 third-party data providers to 1 while reducing product risk; this was win-win-win for customers, investors, and company• Established and oversaw application of operational risk policies, technology and tools and governance processes to create lasting solutions for minimizing losses.• Developed and established ongoing communication plan to comply with changes in applicable data privacy laws• Developed and rolled out communication campaign driving new privacy concepts into operations and resulting in mitigation of immediate potential risks as well as creating competitive edge in new business• Established records management program using holding periods based on regulations applicable to all lines of business• Eliminated significant volume of documents held in off-site storage and established more effective management of retained documents, resulting in 40% savings on storage vendor costs and mitigating data privacy risks• Contributed to companywide organization development structure, including succession planning, workforce development, key employee retention, organization design, and change management• Led teams across multiple locations: operations in Chantilly, Virginia, customer support center in Rio Rancho, NM, mobile development team in Santa Clara, CA, insurance in Arlington Heights, IL• Studied front line risk acceptances to identify avenues for improvement to new and existing business initiatives.

• Negotiated $500M+ annual recurring revenues with 3 top US banks, 3 Canadian banks, and two international banks• Closed $50M M&A transactions by collaborating with product development, operations, technology, and account management• Expertly managed CFPB enterprise-wide response to reduce fines and refunds to customers• Developed and implemented guidelines and compliance framework for advertising, marketing, and communications (digital, mobile, affiliate, email, direct mail, telemarketing, print, and mass media) for FTC, CFPB, TSR, TCPA, CAN-SPAM, and UDAAP compliance.• Evaluated product development strategies and prepared alternative approaches to goal achievement.

• Established Business Development Operations team for company facilitating the support for 5 first Sales Directors for the company resulting in multi-year award RFP wins.• Drove strategic improvements to enhance operational and organizational efficiencies.• Developed an effective and efficient integrated business development process to build future business and strengthening alliances and partnerships that advance the business that reduced contract negotiations for deals greater than $1 million dollars in annual revenue by 2 months.• Designed and manage the RFP process to include solution design concepts, deadlines, presentation and process/status tracking. Provides strategic direction and participates in proposal development and generates proposal outlines, strategies, and win themes• Responded to and won RFPs for US and Canada Financial Institutions equaling more than $300 million dollars (e.g., Washington Mutual, MBNA, Bank of America, Wells Fargo, Barclays, TD Bank Canada, Bank of Montreal, etc.)