Global Head Wealth Online

Thomson Reuters

Public Company; 10,001+ employees; TRI; Information Technology and Services industry

June 2010 – Present (2 years)

 

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2010 – 2011 (1 year)

 

Director, Strategic Planning & New Channel Dev't

Citibank

Public Company; 10,001+ employees; C; Financial Services industry

September 2009 – June 2010 (10 months)

 

Responsible for strategic planning, competitive research, external research, and delivery of non BAU initiatives for the Consumer Internet & Mobile team. Accountable for social media, mobile strategy, and next generation web functionality.

Director, Customer & Online Strategy

Smith Barney

Public Company; 10,001+ employees; MS; Financial Services industry

March 2008 – November 2009 (1 year 9 months)

 

Online Strategy

Experience Design

Competitive Research

Client Satisfaction Measurement

Developed and delivered new financial life management portal to support new retail financial services advice business

Director, Market & Client Engagement

Smith Barney -- Financial Life Services

Public Company; 10,001+ employees; MS; Financial Services industry

March 2006 – February 2008 (2 years)

 

Market & Competitive Research

Public relations

Thought leadership and market influence

Internal and External Communications

Marketing

Cross channel experience design

Senior Manager

Capgemini

Public Company; 10,001+ employees; CAP; Information Technology and Services industry

July 2004 – March 2006 (1 year 9 months)

 

Business Strategy, technology strategy, wealth mgmt. front office optimization, affluent customer needs, wealth mgmt. advisor needs & process, workstation and customer online technologies

Principal Analyst

Forrester Research

Public Company; 1001-5000 employees; FORR; Research industry

October 1998 – June 2004 (5 years 9 months)

 

Assistant Vice President

Banc of America Investment Services

Public Company; 10,001+ employees; BAC; Banking industry

August 1997 – October 1998 (1 year 3 months)

 

Responsible for developing and executing the Bank's online brokerage stategy.

Investment Advisor

Banc of America Investment Services

Public Company; 10,001+ employees; BAC; Banking industry

February 1996 – August 1997 (1 year 7 months)

 

Financial Consultant

Merrill Lynch

Public Company; 10,001+ employees; BAC; Financial Services industry

February 1994 – September 1995 (1 year 8 months)

 

Registered Representative

FN Wolf

August 1993 – January 1994 (6 months)