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Work Background
People First TechnologiesBoard Member
Oct. 2022Paris, Île-de-France, FrancePeople First Technologies has developed technology solutions to increase humanity, inclusion and belonging within organizations.
Berkins on MainCo-Owner
Dec. 2021600 Main Street, Hartford, CT 06103
The Amistad Center for Art & CultureInterim Executive Director
Nov. 2019 - Mar. 2020Hartford, Connecticut
Leading Culture SolutionsCEO & Founding Partner
Aug. 2019Glastonbury, Connecticut, United States
CCSU & UNHAdjunct Faculty (part-time)
Aug. 2019 - Aug. 2020
Berkins on OakCo-Owner
Jul. 2018Hartford, Connecticut Area
The Clarion Group, Ltd.Associated Partner
May. 2017 - Mar. 2020West Hartford, ConnecticutPractice Leader - Diversity, Equity and Inclusion, Operational Excellence and Culture.
Berkins Blend CaféCo-Owner
Jun. 2015Glastonbury, ConnecticutProvides oversight to Operations and Management Processes. Manages Quarterly and Annual Financial Reporting. Leads Advertising, Marketing and online content updates. Organizes logistics associated with catering and onsite group meetings. The FUN ambassador for the business.
TIAABusiness Leader - Sole and Multi-Vendor Recordkeeping
Jun. 2015 - Oct. 2016Leads cross-functional teams who support TIAA-CREF's largest Retirement plans within a $6.4M operating budget across three hubs - Charlotte, NC, Denver, CO and India. Instrumental in establishing end-to-end Operations teams in support of this Premier book of business, creating concierge level servicing while offering leading edge operational capabilities through a span of control of 100 staff members. Leads teams who manage remittance and contributions (Institutional level) through lump sum and recurring payment processing (individual level). Contributes to strategy, planning and thought leadership through Product Development and large-scale cross-business technology initiatives.
Prudential RetirementVice President, Institutional Investment Shared Services
Oct. 2012 - Jan. 2015hartford, connecticut areaCreated an Investment Operations Team to support IIS’ investment-only line of businesses currently comprised of: stable value, institutional income, Institutional Funding and investment products delivered to plan sponsors, third-party institutions and record-keepers.
• Built 3 teams (23+ staff) who executed multi-disciplined operational capabilities including fund set-up, maintenance, investment performance, data management, fund fact sheet production, crediting rate processes, institutional funding operations, Portfolio Management, Business Analysis and Operational Risk Management.
• Managed teams and operations using established quality, efficiency, timeliness, and control measures. Provided services to enable shared goals of the IIS senior leadership team.
• Led operational support to IIS’ over $190B in AUM with more than 50% delivered to third-parties. Anticipated future needs based on business line strategies, external markets, and internal opportunities. Developed complete strategies and responsible for executing the overall portfolio of projects necessary for change, transforming existing processes, technology and resources contributing to more efficient servicing.
• Built and executed IIS Investment Operations strategy, vendor management, operating compliance, human and technology resources, policies and procedures, and business continuity planning in support of Product businesses.
• Collaborated with IIS business leads, proprietary record-keeper (TRS), Pension and Structured Solutions, marketing, technology, fund accounting, contracts, vendors, industry groups and control groups including law, compliance, risk management, audit, etc.
• Contributed critical Operational guidance and insights as a key member of the IIS Leadership team providing support to governance, oversight, strategy and execution to achieve IIS long-term aspirations.
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