Oversee all activities, programs, processes and regulatory components supporting the Community Reinvestment Act and for Fair Lending Compliance. Charged with developing a comprehensive strategic plan that maximizes all community development and corporate resources to insure the most efficient, beneficial and impactful return to community partners, the bank and communities served. Provide community development and Community Reinvestment Act expertise in guiding bank activities that provide opportunities to improve performance and compliance with federal and state regulatory statutes. Represent the organization with community development corporations, community action organizations and other municipal and nonprofit groups that provide resources and support in Low and Moderate income areas and for individuals from low and moderate income means.

Developed and executed results-driven strategies, in Community Development, CRA and Financial Education programming in the Bank's largest, most gentrified and challenging market. Achieved two consecutive Outstanding CRA ratings (2016, 2019) with overall Outstanding performance in all three tests and overall in Massachusetts and the overall Micropolitan Statistical Area. Implemented comprehensive engagement plans with more than 60 nonprofit organizations and 250 branches, insuring maximum return-on-investment for the Bank and the NPO. Directed CRA and Community Development activities with key commercial and consumer business lines, insuring business leader engagement while directing colleagues efforts to insure key performance indicators are achieved. Use complex data analysis to insure products are performance an optimal levels and utilize relationships with internal pricing, strategy and marketing teams to improve overall performance to optimal levels.In three years time, increased MHP One Loan performance more than 225%, moving the bank from a middle tier lender to the top lender in units and volume. Also aligned the bank as an inaugural sponsor of the MHP One+ Boston mortgage, providing housing opportunities in Boston for individuals from low and moderate income means. Started and managed the CITC program for the bank, leading to more than $1MM in contributions since program inception in 2015.Developed and oversaw the bank’s Massachusetts financial literacy partnerships with more than 25 organizations while providing more than $500,000 in annual contributions.

Selected by the nation’s leading Donor Advised Fund to execute more than 60 client events, trade shows and sponsorships targeting UHNW advisors and donors, utilizing a $700,000 annual budget. • Create a data-driven, strategic event plan to drive awareness and build relationships with UHNW advisors• Develop and implement a measurement framework targeting ROI for proprietary events and sponsorships• Manage 13 annual events targeting 750 advisors in primary and secondary markets across the country• Negotiate added value and manage involvement with 50 annual sponsorships/trade shows• Work with Fidelity Investments business partners to increase awareness and access to additional clients/events

Chosen by one of the nation’s leading financial services organization to oversee community relations programming and nonprofit relationships on a local, regional and national level. Key objectives were to increase colleague engagment, return-on-investment to nonprofit organizations and achieve media and brand visibility through volunteerism and service driven activities. • Planned and implemented more than 130 annual programs including volunteer initiatives, team-building activities, fundraising events, mentor relationships and business unit volunteer projects• Engaged more than 2,500 volunteers in 11,500 hours of charitable service annually• Managed, measured and drove awareness of Fidelity Investments’ largest annual corporate service programs• School Transformation Day (600 volunteers), Holiday Giving Program (2,700 employees), Citizen Schools Apprenticeships (40 volunteers) and WriteOn (300 volunteers)• Directly responsible for all internal and external communication regarding Fidelity’s corporate responsibility initiatives in Massachusetts• Partnered with Government Relations and Media Relations to cultivate media interest and attendance of government officials and a wide-variety of media outlets• Actively managed Fidelity’s internal web sites, social media, databases, newsletters, email, business unit promotion and site-wide communication• Lead Fidelity’s active relationship with Boston Public Schools, developing short-term, long-term and contingency plans for all school partnerships• Formed a Partner Advisory Council at Dearborn Middle School, streamlining efforts between all major partners• Served as strategic advisor to regional staff developing programs that provided educational opportunity, college/career exposure and extended learning • Developed analytical constructs and technological resources to improve regional and national reporting and analysis of volunteer statistics/community program impact

• Responsible for managing and growing a wide-variety of volunteer and fundraising programs, engaging employees in service targeting the specific needs of charitable organizations throughout greater Boston• Established and cultivated Fidelity’s relationship with American Cancer Society, highlighted by increased awareness of cancer issues and raising more than $750,000 for the organization• Increased employee participation from 1,000 to 8,500 employees in three years• Managed Fidelity’s Annual Reading is Fundamental literacy event providing books and an increased focus on reading comprehension and literacy for more than 1,500 children annually• Served as technological lead associate overseeing the corporate growth and development of web sites, databases and internal social media solutions• Co-managed the development of Fidelity’s company-wide Community Relations and Regional Area of Operation web sites and content management systems, communicating to more than 30,000 employees across the nation• Developed a multi-faceted, company-wide database used to analyze and report on volunteer initiatives, which saved the department more than $25,000 of technical development• Assisted senior management in the technical development, communication and administration of Fidelity’s annual workplace giving campaign between 2003 and 2007• Oversaw Fidelity’s corporate sponsorship program administration, fielding and processing requests for sponsorship from more than 1,000 organizations annually, supporting more than 150 events• Supervised Fidelity’s active volunteers for PGA tournaments, engaging more than 2,000 volunteers for the U.S. Senior Open, Deutsche Bank Championship and the U.S. Women’s Open• Managed Fidelity’s annual sponsorship of the Big Apple Circus, creating formalized systems and processes for ticket distribution, while interacting with senior executives in these high profile employee events

Selected to support an active community relations group with more than 100 annual programs. Responsibilities included creating employee communication, managing the community relations web site, coordinating philanthropic events and tracking volunteer communication and involvement.

Tasked by one of the nation’s leading advertising agencies for travel, hospitality and tourism to support sales efforts, lead community relations activities, manage annual Summit at Vail think tank and work with all aspects of the agency to direct RFP development and deployment.