President of ChangePoint Advisors, LLC, a firm providing guidance to senior executives who are in job transition, planning for an active retirement, or exploring Board seats. Former Partner in a Boston-based career management business specializing in executive outplacement, career strategy, and transition coaching. Years of experience with strategic communications of all forms, including public and media relations, advertising, and crisis management, and demonstrated success helping clients develop messaging and personal branding to achieve individual goals. Proven track record of implementing search campaigns for senior executives across a variety of industries and functions. Previously licensed investment advisor, registered representative and securities principal. Trained Life Coach, Executive Coach, and Retirement Coach, certified in several psychological assessment tools.SELECTED HIGHLIGHTSTrusted advisor to senior executives and Board members on assessing career aspirations and options, as well as the strategies and tactics for pursuing them. Spokeswoman and Director of Media Relations for the largest mutual fund company in the world, communicating daily with reporters from media outlets including the Wall Street Journal, New York Times, Bloomberg, Boston Globe, Financial Times, and many others.Managed a $30M national advertising campaign, including all strategic planning and measurements.Spokeswoman for Harvard University’s President on issues relating to development, significant alumni gifts, Harvard’s $36 billion endowment, and donor relations.Managed relationships with a set of Fidelity Investments’ largest institutional clients, creating and implementing strategic communications for their 401(k) plans.Media trained Portfolio Managers and other senior executives to prepare them for print, radio and TV interviews, while also adhering to FINRA and SEC rules.FINRA Licenses: Series 7, 66, 24