Led HR Strategy with a focus on People Experience, Corporate Culture and Values, the Future of Work, and Communications. Responsibilities included driving enterprise global initiatives including HR Transformation, leading business management initiatives, focusing on impactful communications, attracting top talent and increasing productivity.

Led team of 20+ LoB CAOs and senior project managers, overseeing Business Management, Strategy, Communications, Talent, Real Estate, and all Chief of Staff responsibilities for the CFO. Interfaced with members of the Firm’s Operating committee to execute operational and strategic initiatives.• Led creation of a multi-year strategy focused on delivering the firm’s talent agenda, elevating stakeholder experiences through a human capital digital transformation, providing robust career paths to develop enterprise leaders, enabling a workplace for the future with an emphasis on innovation and measurable business outcomes.• Restructured operating and service delivery models by defining key roles, implementing a robust change management and project governance framework with standardized reporting templates to drive consistency, transparency and enable better decision-making and efficiency in managing operational risk. • Partnered with NYC government officials and the CFO and CLO to assess and implement a real estate initiative to de-designate public spaces within BNY headquarters. • Executed cost reduction in the annual operating plan through cross-functional influence and collaboration, driving the implementation of location strategy, headcount reductions, vendor negotiations and operational efficiencies. • Drove the Employee Experience Strategy initiative to cultivate a seamless user experience and rationalize the cost footprint by moving to a best-fit cloud solution. Partnered with Executive committee to develop and socialize a 3-yr enterprise technology strategy, roadmap and comprehensive business case.• Oversaw the global real estate portfolio for ~900 employees, across 50+ locations globally and ensured alignment with enterprise location strategy (consolidations, renovations, exits and migrations to lower cost locations).• Set agenda and created materials and executive packs for management committee and board meetings in partnership with the management team.

Designed, established and led an enterprise Culture program, partnering with HR and Legal to set the management tone from the top and define the firm’s culture and employee behavior attributes. The program delivered tools and resources globally to support, communicate and reinforce culture to all 50,000+ employees. • Directed multiple global work streams including Metrics, Performance Management, “Culture Conversations”, Vendor and Onboarding training videos, Business Unit culture efforts and Regulatory and Industry Roundtables.• Defined a Firm-wide view on culture for regulators and the Morgan Stanley Board of Directors.• Led the execution and delivery of a year-end Performance Dashboard, a comprehensive view of employee performance and engagement to inform year-end review and compensation and promotion decisions. • Created a global culture framework with metrics to measure program outcomes, culture alignment and effectiveness.

Drove significant change management processes, org design and creating multi-year transformational roadmaps and frameworks. Partnered with all control functions and the firm’s Executive Committee to deliver on the risk, control and people agenda.• Created the Corporate Technology Strategy (encompassing over 300 apps and 100 projects) in alignment with clients’ 3-year objectives. Established a strategic goals framework to launch a new data analytics strategy, enhance the enterprise onboarding experience and transform human capital platforms.• Established a robust global client governance framework covering over 75 stakeholder meetings with standardized communication templates and criteria leading to increased consistency, transparency and alignment of message.• Transformed the enterprise New Product Approval (NPA) program by partnering with regulators, business heads and all risk and control functions to revamp the program’s technology infrastructure, enhance controls and increase awareness with regulatory and board-level reporting.• Created an overarching organizational location strategy and established partnerships with key vendors to develop centers of excellence with functional ownership and accountability models resulting in a savings of over $10 million.• Led the human capital agenda focused on implementing a global recruiting and training program to address career development, succession planning, etc. Results included increasing engagement, quality of hires and retention levels.

iLevel Solutions, spun out of The Blackstone Group, developed an innovative SaaS platform that automates the collection, storage, analysis, reporting and exchange of portfolio company data. It provides a seamless platform integrating all information for GPs and LPs to monitor investments, prepare and report valuations and exchange information.• Oversaw the full lifecycle of client engagements from set up, implementation, training to ongoing support.• Increased business revenue through professional services engagements and created the executive reporting package for the product which was used in all demos, sales pitches and future client engagements.• Engaged with clients to identify and prioritize product enhancements and enrich the strategic product roadmap.

Managed all vendor relationships, contracts and invoices and analyzed the IT budget to recommend cost-cutting strategies, resulting in savings of over $100K annually.• Oversaw the process for all newly created projects from start to finish for the management team including creating and analyzing metrics and project stats to increase team productivity and efficiency.

Implemented major improvements to the budgeting and financial reporting process of a $60 million budget and providing a monthly dashboard view of KPIs.• Proposed and implemented major improvements to the budgeting and financial reporting process.• Maintained critical information about all IT controlled assets and projects and provided a monthly dashboard view of Key Performance Indicators.• Assisted in evaluating business opportunities, cost management initiatives and vendor management.• Advised on and assisted with building a culture of teamwork, optimism, professionalism and trust.

A subsidiary of Con Edison Inc; First hire into a newly established fast track 1 year management program.• Conducted research on specific business topics on behalf of the President and CEO.• Planned, organized and executed company-wide town halls and senior management off-sites.• Prepared materials for weekly management meetings and updated the company scorecard which tracked corporate goals.• Created Board reports and oversaw senior management action items and status reports to ensure timely task completion.