Customer Experience for Financial Services Summit 2021

A distinguished 25+ year history with a unique blend of strategic insight and experience in digital, mobile, technology, operations, and financial services that bridges the gap between physical and digital environments. A leader of global, cross-functional, cross-partner teams with product, sales, tehcnology, physical locations, operations, and service teams across a wide range of distribution channels, using client feedback and keen insight to shape and produce world-class digital experiences. A thought leader, building and executing a vision for digital, marketing, technology, and operational efforts. Selected as one of the "Rising Stars in Mutual Funds" for 2013 by Institutional Investor.

A customer obsessed leader that drives business results, and has effectively designed, implemented and led multifaceted transformational change across complex service organizations. A high quality thought leader who has an innate ability to communicate the vision and strategy throughout the organization and can influence as well as work collaboratively to build consensuses to bring the vision and strategy to life. A persuasive and articulate senior executive skilled at modernizing through organizational effectiveness, creates enthusiastic followership and inspires others to action. Renowned as a problem solver with a bias for action, an unwavering tenacity and entrepreneurial spirit who is willing to roll up their sleeves to make things happen.

Maybe it doesn't sound glamorous, but it is interesting! I develop the narrative and go-to-market strategies for the transformative work we are doing in our industry. Thinking about how to highlight our purpose and brand experience by conveying the right information, to the right people, at the right time via the right medium. By connecting and engaging with our clients through experiential marketing, I work to create not only brand awareness, but build brand loyalty and most importantly, trust.