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Work Background
BroadridgeDirector, Institutional Product Management
Jul. 2022
Dow JonesPMO • Strategic Initiatives
Mar. 2021 - Jul. 2022New York, New York, United StatesSupport execution of the company vision by managing Corporate strategic initiatives and high-growth cross-department projects
BroadridgeManager, Strategy & Business Development | Asset Mgmt.
Apr. 2018 - Mar. 2021Edgewood, NY- Support execution of pivotal initiatives across four global business areas, in collaboration with respective business owners and executive leadership team - M&A integration management, collaborating with product, engineering, HR, finance, sales and marketing to ensure acquired talent, systems and product suite was successfully integrated into the organization
- Helped develop new data products based on predictive analytics to help boost shareholder engagement
- Lead cross-functional teams part of the DOL Fiduciary Campaign program, driving a “One Broadridge” review of data-driven products, including go-to-market planning, messaging and positioning
- Worked with data governance committee and Legal on multiple projects to ensure data usage was in compliance with customer contract terms
- Ongoing tracking and analysis of competitors and emerging competitive trends
BroadridgeStrategy & Business Analyst - Mutual Fund Retirement Solutions (MFRS)
Sep. 2016 - Apr. 2018
BroadridgeTax Services Project Manager
Jun. 2014 - Sep. 2016Edgewood, NY- Contributed to the development of a front-end platform (UI) based on user personas and customer evaluations - Developed and integrated Microsoft Dynamics CRM tool to streamline and improve response time to clients - Successfully improved and managed vendor relationships to align our organizational goals to client initiatives and deliver on product services
BroadridgeLeadership Acceleration Program (LeAP)
Jun. 2013 - Jan. 2015Edgewood, NYOne of 10 individuals selected corporate-wide for the Leadership Acceleration Program. Exposure to account management, with a focus on developing a growth strategy and identifying additional opportunities for one of the top tier client accounts. Concentrations: Leadership, Business Case Design, Project Management Training/Mentorship: 7 Habits of Highly Effective People, Business Acumen, Presentation Training, Crucial Conversations, DiSC Profiles
BroadridgeCorporate Client Relations Administrator
Dec. 2009 - May. 2014Edgewood, NY- Directed Proxy Campaign processes for 60+ publicly traded corporate clients, ensuring compliance with SEC and NYSE rules/regulations
- Worked with Sales to handle production plans for proxy communications and provide the highest quality products
- Assisted Sales in strengthening client relationships and generating new client/service leads
- Led the initiative to monetize shareholder data, improve client experience and internal processes while maintaining compliance with data usage
Northern TrustRelationship Management
May. 2007 - Dec. 2009Jersey City, NJ- Strengthened the relationships for key at-risk client portfolios, resulting in reduced customer churn - Enhanced business operating procedures and processes to improve client service experience
Swiss American Securities Inc.International Client Service Representative
May. 2004 - May. 2007New York, NYSwiss American Securities Inc. (SASI) was an entity of Credit Suisse, that provided global custodial services for Credit Suisse and international financial institutions. Monitored approximately $1B portfolios of 200 Institutional client accounts across global markets, with a concentration in cross-border settlements and foreign exchanges .
UBSDTC Securities Analyst
Jun. 2001 - May. 2004Stamford, CTResponsible for reconciling and settling of domestic equity trades, Commercial Papers, as well as the clearing and settlement of Canadian trades.
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