Advisor360°Product Management, Financial Advisor Productivity and Data Products
Boston, Massachusetts, United StatesDirected the delivery of >75 product enhancing features resulting in steadily increasing engagement and customer satisfaction scores.
Oct. 2014 - Sep. 2021
Prudential FinancialDirector, Prudential Advisors Marketing & Business Development
Newark, New Jersey, United StatesDrove adoption of lead generation, CRM, advisor recruiting, and applicant tracking solutions contributing to a 300% increase in business acquisition over three years.
Woodbridge, New Jersey, United StatesDelivered digital content experiences that ensured the successful execution of pension plan de-risking transactions totaling over $50 billion.