Promoted awareness of diversity and inclusion matters in the day-to-day operations of the business unit by equipping members of the committee with the tools to represent it as a core value and competitive advantage with their teams.• Increased the overall contribution to the culture of inclusion by accepting the nomination to lead the Diversity Committee for Distribution and Marketing.• Developed a business plan designed to integrate the strategic pillars of the Human Resources Diversity Office throughout the sales and marketing organizations.

Represented the business with the technology organization adding value by helping to “connect the dots” enhancing collaboration across the various initiatives within the client platform transformation program. Trusted relationship manager for key vendors critical to the support of processes within the distribution organization.• Sponsored the successful upgrade of the master data management systems and contributed to the comprehensive assessment of the firm’s client data technology platform resulting in the decision to move forward with a strategic transformation plan.• Developed and orchestrated a communication plan to ensure alignment with the many areas affected by the transformation of the data platform that allowed for the sun-setting of multiple legacy systems and nearly 90 years of technology and business practices.• Demonstrated ability to navigate between the business, operations and technology through a consultative approach which allowed for improved understanding of the needs of all involved.• As a Steering Committee member, helped develop and execute on a strategic plan and operational model for the LGBTQ+ Business Resource Group (BRG) and actively advocated for all other established BRGs within the firm.

Incorporated the team that manages expense administration for the sales organization overseeing a $10M+ budget.• Launched a staff of data stewards responsible for managing the quality of intermediary client information and fulfilling on data related requests from the internal sales team.• Orchestrated and executed on substantial modifications to all administrative practices affecting the sales organization resulting in a conversion to a best in class CRM, transition to the use of corporate cards and linked technologies and the implementation of an industry leading software solution for the variable compensation process.• Represented the firm on several industry committees that act as champions and advocates for the needs of asset management firms.

Established a team of analysts accountable for managing internal sales commission payments of over $50M in partnership with the Human Resource and Finance groups.• Emerged as a subject matter expert assisting the sales organization and technology teams to execute on projects and initiatives related to client data.