Lead global programs to connect people, companies and partners in the service of turning trends into business opportunities. Building communities around innovation across global borders for the financial services industry.

Broadridge provides technology, communications, and operations outsourcing solutions to the global financial services industry and supports customer communications across a growing set of industries across North America.I am responsible for Digital Solutions go-to-market across North America. I lead a team driving innovation, helping companies leverage their data and digital assets to bring new communications options to their customers. From wealth and healthcare to telco and consumer finance, I help our clients create new opportunities for engagement that benefit both consumers and brands. As a part of this role, I’m also responsible for growing our digital ecosystem of partners and alliances.

Vice President of Business Strategy & DevelopmentBroadridge Financial Solutions2012 – November 2017 | New York CityI led a team responsible for driving development of new products and services that improve brand loyalty, advocacy, revenue and savings. As a part of this role, I was also responsible for building relationships with clients, prospects, industry organizations and third parties to explore new, easier ways for brands to communicate with customers. Vice President of Client Services, Investor Communications Solutions DivisionBroadridge Financial Solutions2010 – 2012 | New York CityI led a 200-person global team providing client service and operations support to banks, brokers, institutions and corporate issuers. I was responsible for ongoing service delivery and enhancements to investor communications products ranging from proxies to corporate actions. I also provided insight to the SEC and stock exchanges and participated in industry-wide working groups. General Manager of Mutual Fund ProxyBroadridge Financial Solutions2007 – 2009 | New York CityAs General Manager of Mutual Fund Proxy, I was responsible for operations of the Mutual Funds Solutions Division at Broadridge. I oversaw the sales and product development of Solicitation Proxy Services and operations for Mail Tabulation.

Draftcb is a global marketing agency servicing clients across industries including healthcare, financial services and pharmaceuticals. While there, I provided operations and management support to multiple accounts during a time of rapid growth of the agency as well as the acquisition of a new client base with complex, high volume marketing and CRM programs. I was responsible for teams delivering complex marketing strategies across channels.

Deutsche Asset Management is an investment management company offering private wealth and investment services. I oversaw the marketing and operations for the company, managing production and delivery of marketing and investment communications to shareholders.