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Looking for a Job
C-Suite Support: Confidante, Cross-Team Collaboration and Administrative Support
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Work Background
JCL ConsultingTransition Management Consultant
May. 2023United StatesCreative. Efficient. Effective. Transition Leadership/Animal Welfare Organization: Fundraising Infrastructure, Volunteer Program Infrastructure & Execution, and Board Committees establishment: • Organizational analysis and design
• Strategic planning
• Change management / implementation
• Leadership coaching
• Build brand and community engagement 0 to 1 Product Development/Web App: whole person wellness and personal planning integrated solution • Market research and analysis
• Target group interviews • Concept development
• Commercialization modeling
Farmgirl FlowersChief Of Staff
Aug. 2022 - May. 2023
Lagunitas Brewing Company+ Volunteer Role: Speak-Up Program Trusted Representative (Elected)
Sep. 2020 - Aug. 2022Elected Volunteer Role
Lagunitas Brewing CompanyProgram Management Office
Jul. 2020 - Aug. 2022Petaluma, California, United StatesBuilt local PMO. Created the Governance, Cadence, Templates, Tools and Training to support our strategic priorities, resource allocation, change management discipline and landscape transparency. Additionally, partnered with our Global Team to transform and evolve into an efficient tomorrow. Proud to be a forward moving partner of this Global Organization !
Lagunitas Brewing Company+ Volunteer Role: Spokesperson/Culture Committee (Elected)
Jul. 2020 - Aug. 2022
Lagunitas Brewing CompanyBusiness Systems Manager
Jun. 2019 - Jul. 2020Petaluma, CaliforniaManaging the business system's resources that support the company's SaaS platforms (ERP + Procurement + Expenses) as well as applying program management oversight to full project catalog.
Brown Brothers HarrimanSr. Program Manager
Apr. 2015 - Jun. 2019
Brown Brothers HarrimanVice President, Relationship Executive
Sep. 2010 - Apr. 2015
J.P. MorganProduct Manager, Institutional Financial Accounting Services
Jun. 2008 - Sep. 2010Accounting product strategy (FASB, GASB and ERISA Plan Accounting) and implementations for the Institutional clients business book, including 401(k), 403(b), 401(a), and 457's.
Investors Bank and Trust/State Street BankRelationship Management: Institutional Asset Management Products
Mar. 2004 - Jun. 2008Strategy, product development, sales support, risk management and product profitability
• GAAP compliance (FASB & GASB)
• Align with the Firm’s distributed operating model global strategy • Product pricing and deal team representation • Product 1/3/5 Strategy, p/l management, forecasting and budgeting
• Risk oversight and acceptance through monthly committee review
AMVESCAP Retirement/Bank of America Director/Client Administration
Jun. 1999 - Mar. 2004Boston, MA and Smithfield, RI • Managed 45 Client Administrators, Accountants and Auditors responsible for 400+ clients • Products: 401(k), 403(b), 401(a), ESOPs, Defined Benefit Plans • Staff hiring, development, terminations, and reduction in force planning • Developed and implemented a mentor program for senior accountants to coach junior and/or new accountants • Vendor management • Successfully managed three platform migrations
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