As Partner and member of the Operating Committee, responsible for driving the firm’s Workplace Solutions growth strategy, corporate sales, and execution.

Supporting CEO and leadership team in strategic efforts to continue to evolve and grow an established student debt solutions business and the overall financial wellbeing of clients.

Providing strategic support to leadership team and board in build out and growth of equity compensation record-keeping offering for small market corporate clients and employees.

Led the workplace business catering to both institutional clients and individuals, with a focus on delivering employee financial benefits (equity compensation, retirement and financial wellness) and broader wealth management services.

Led all aspects of equity compensation plan business serving corporate clients and individual participants. (Promoted in corporate title from Executive Director to Managing Director in 2014.)

Led corporate business development and relationship management functions for equity plan business.

Managed platforms for active trader and fixed income securities clients within Fidelity's retail brokerage business.

Led strategy and product offering for equity compensation business.

Managed corporate client and brokerage platforms, as well as sales, marketing and finance functions for European business across 12 different exchanges, with direct staff in Barcelona, London and New York (2003-2005). Prior to 2003, held various roles of increased responsibility in areas of product management, marketing, relationship management and legal.

Participated in rotational program established by Ayco and Citigroup as a pre-requisite for first role at Citigroup. Rotated through all areas of Ayco business, which included financial, estate and tax planning, executive services and employee benefits services.