HaloEffect is a consulting company that takes our decades of expertise in marketing communications and people experience and uses it to influence the employee and customer journey from the inside out. We'll help you unlock the power of your people, your business and your brand to drive your success forward

Implemented first employee experience program, including Voice of Employee research program, created metric and EX trend dashboard and launched first employee design journeys including Onboarding and Career Design. Established robust listening program including pulse, annual and lifecycle analysis. Standardized employee voice initiatives and introduced change management programs focused on Hybrid Excellence, Onboarding, Burnout/ Workload Workshops.

Leading global CEO Experience Dashboard, voice of customer programs that consolidate and align CX strategies across all key markets. Leading experience strategies with global partners across shipping, packaging, research and development. Leading Brand experience initiatives including purpose workshops and training programs.

Head of US Customer Experience, building the first CX program in the global organization. In first year, launched Voice of the Customer and closed loop feedback programs, streamlined communications, introduced cross business unit customer segmentation initiatives, created and trained NPS and operational metric dashboards. For cultural alignment, launched a brand promise across the US organization, tied to Customer Experience, with training programs and workshops aligned. Wrote and distributed Mission Statement to help colleagues to emotionally connect and create consistency to the CX program.

• Honored as top 1% performer across the entire Consumer Bank with Leaders in Excellence Award, 2013 and CitiStars 2013• Led first retail program affiliation with No Kid Hungry, partnering with existing Cards campaign to leverage debit card spend towards philanthropic campaign. • Implemented differentiated value proposition and brand differentiation for Citigold Offering, extended segmented value proposition and cross channel service model to 660k affluent clients, increasing balance holdings by an average of 10% and decreasing attrition rates by 4%• Developed employee engagement programs, including National campaign which focused on introducing the first-ever employee participation survey, where employees participated in a contest to submit ideas for program enhancement. • Member of the Citi Green Team, participating in leading key sustainability and volunteer intiatives

Led digital client development team to redesign online & mobile experience service model for Wealth Management and Small Business organizations. Designated subject matter expert for customer and brand experience alignment, designing innovative digital programs frameworks. Partnered and vendor-managed external firms to study best practices and ensure Citi Wealth Management competitive advantage.Extensive breadth and depth of experience in traditional product management functions including new product design and strategy, product management, operations, and market research.Proven ability to lead large business, technical teams, and Agency resources in the execution of complex, innovative, and transformational initiatives.

Designed end-to-end go-to market strategy, segmentation model, and value proposition for new financial services offering. Drove client development within newly formed business line to increase market penetration and create a differentiated product offering. Directed all aspects of group operations including site design, user research, service models, vendor management, & workforce build out.

Developed strategic roadmap for banker and client communication systems including a new Client Relationship Management initiative, leading global project to identify and prioritize programs to investment banker needs. Honored with the Citigroup Technical Innovation Award in 2007.

Direct accountability for Banker/ Client interactive web site, managing real time market research, product development, enhancement, training and operations

Responsible for managing development and design of Internet based research program for senior level bankers, directing efforts in identifying user needs, marketing, and training of final product

Direct relationship management responsibility for key clients including Citi, Credit Suisse, JP Morgan. Lead analyst for all requirements and enhancements for Equity capital Markets software product

Focus on Cause Related Marketing including:Avon’s Breast Cancer Awareness Crusade, Liz Claiborne’s Love is Not Abuse Campaign• Raised national awareness of clients’ corporate images and their affiliated causes by generating over 20 million consumer impressions for each multi-tiered cause marketing PR campaign, integrating consumer and political outreach.• Contributed to awards recognizing campaigns’ successes: PRSA’s Silver Anvil, IABC’s ACE, PRSA-NY’s Big Apple