Providing Employee Equity Administration advising through OneGuide, an expertise platform that connects high-growth companies with experienced functional advisors.

Equity can get very complex, very quickly. I can help private companies manage equity plans on Shareworks!

As part of Pave’s acquisition of Option Impact, I am helping transition clients and working with product to bring the best functionality to the Pave platform!

As Vice President, Senior Relationship Manager of the Shareworks Compensation product, my role is to help private companies benchmark their cash and equity compensation. By partnering with over 250 venture capital firms, we assist over 3,000 portfolio companies contribute to the largest private company VC backed compensation database in the world to create a robust benchmarking database. Private companies also can budget and strategize where to compensate employees with our tools!

Responsible for overseeing, servicing, cultivating and growing existing corporate client relationships with equity administration software. Acting as the main point of contact for designated corporate clients, interacting with all departments within Shareworks by Morgan Stanley to ensure that client expectations are met and satisfaction levels are maintained, while continuously improving these strategic relationships. • Work with private companies in all stages of their lifecycle. This includes early stage companies, high growth companies, late stage companies, and pre-IPO companies.• Maintain relationship with senior client contacts across an organization including, but not limited to Finance, Human Resources Compensation and Legal subject matter experts.• Relative to services sold, conduct ongoing needs analysis to determine appropriate services to meet client requirements; strive to uncover new business opportunities.• Keep client informed of new product functionality that may be relevant to the client and their plan administration through Shareworks.• Foster client loyalty through Shareworks by Morgan Stanley’s standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, onsite client meetings.• Understand and interpret contracts and any client exceptions to Shareworks by Morgan Stanley standards with respect to pricing, plan management or service level commitments.• Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.

Responsible for overseeing, servicing, cultivating and growing existing corporate client relationships with equity administration software. Acting as the main point of contact for designated corporate clients, interacting with all departments within Solium to ensure that client expectations are met and satisfaction levels are maintained, while continuously improving these strategic relationships. • Work with private companies in all stages of their lifecycle. This includes early stage companies, high growth companies, late stage companies, and pre-IPO companies.• Maintain relationship with senior client contacts across an organization including, but not limited to Finance, Human Resources Compensation and Legal subject matter experts.• Relative to services sold, conduct ongoing needs analysis to determine appropriate services to meet client requirements; strive to uncover new business opportunities.• Keep client informed of new product functionality that may be relevant to the client and their plan administration through Shareworks.• Foster client loyalty through Solium’s standard client interaction protocols and proactive client retention initiatives including client meetings, corporate communications, onsite client meetings.• Understand and interpret Solium contracts and any client exceptions to Solium standards with respect to pricing, plan management or service level commitments.• Conduct client meetings, demonstrations, training sessions, user training sessions, and other client requests as required.

•  Main responsibilities were leading problem resolution employees, holding them accountable and calibrate among all leaders, promoting career advancement, handling extremely escalated clients, and driving enhancements to increase efficiency. •  Increased employee engagement by 20% year-over-year. Promoted 9 out of 11 employees to various roles within the organization in 1 year. •  Introduced new workflows to support Personal Adviser Services, a managed investment advice service, with no additional headcount to service recovery department. •  Decreased client effort 10% through several department-wide coaching programs focused on CRM skills and clear written documentation throughout the issue resolution. •  Analyzed quarterly trending of client effort through quantitative NFS scores and qualitative direct feedback. •  Eliminated multiple non-value added steps and drove technology updates to scale operations based on Voice of Client data and aggregate root cause data of problem cases. •  Optimized service levels through weekly and monthly projections for call center and processing forecasts. Department consistently meets 90% goal for calls and 98% issue resolution within expected time frames.

•  Main responsibilities included leading education savings specialists marketing and servicing existing 529 contracts. Provided regular coaching and feedback, reviewed performance, document call center adherence and resolved escalated client scenarios. •  Oversaw e-mail team and continuously reviewed templates to encourage client self-provisioning.•  Optimized weekly call forecasts to ensure 90% service levels. •  Grew the 529 business by partnering with sales and relationship managment teams on RFP responses. •  Contributed to annual department standards and long term strategic vision.

•  Awarded highest rating for exceeding department goals •  Produced monthly dashboards to senior leadership •  Contributed to college savings sales team and serviced existing state 529 contracts

•  Support Education Markets Group and Relationship Management team with replying to various state 529 RFPs for new business opportunities and maintaining existing plans.

•  Acted as training support by providing direct coaching for 8 interns in the college savings department. •  Supported the management team with leading team meetings, keeping the team current with industry updates and maintaining a positive team environment during a period of heavy volumes.

•  Developed independent living skills for 4 individuals diagnosed with a serious mental illness.