Responsible for all strategy in Defined Contribution/Retirement channel. Lead Broadridge growth into the retirement channel through acquisitions, new product development, and use of extensive C-Level relationships.Greenwich Associates Ranked Broadridge as #2 in brand recognition in retirement industry. Growth has averaged $60M+ new recurring business since 2012.Also invented alliance with SunGard integrating Broadridge's "Best of Breed" marketing communications on to SunGard's OMNI & Relius platforms. Invented/launched successful DC-Self Service marketing communications business. Over 50 clients and growing.Featured speaker at SPARK, ASPPA, SunGard Client Conferences, Retirement Research, Matrix Keystone and RANDUG Conferences.Involved in significant new business with USA's largest retirement plan. As well as numerous Top 20 fin services firms.Leading Broadridge's efforts in DOL Fiduciary Rule strategy.Member of SPARK Board of Directors.Developed Knowledge Leader papers on marketing communications in retirement space, New Fiduciary Proposed Rule and "Robo Advisor" impact on retirement.THE Social Media Leader at Broadridge with numerous successful campaigns+4756 LinkedIn real contacts.

Co-founded and initially funded InvestLink a software firm providing administration and trtading services for the Defined/Contribution industry. Oversaw growth to 75 FTEs. Lead conversion of platform to .NET & SaaS platform. Firm ended up being the # 2 software platform in the industry supporting 75 clients with over 1 million participants and administering $9 billion in AUM. Sold business three times to United Asset Management, Federated Investors, and Private Equity firm-Bluff Point Associates.

Responsible for Worldwide Client Management for Bankers Trust processing division. P&L responsibility for over $150 million in recurring revenue. Product sales of Global Custody, Securities Lending and Money Transfer. P&L/OPerational responsibility for money transfer business. Responsible for 200 FTEs located in 35 countries. Developed contacts and relationships with C-Level financial services individuals world wide.