Experience

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  Pegasystems

  • United States
  • Software Development
  • 700 & Above Employee

  • Director, Executive Briefing Program

    • Mar 2024 - Present

  • Operations Manager, Executive Briefing Program

    • Sep 2021 - Mar 2024

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  Dell Technologies

  • Senior Manager, Global Operations

    • Sep 2017 - Sep 2021

    Global Operations lead for Dell Technologies Executive Briefing Program supporting 13 Briefing Centers and Global Field & Virtual Programs spanning 3000+ customer engagements annually. Leadership team member and Global Operations team manager focused on aligning to corporate initiatives, driving strategic priorities and delighting customers.• Led the intersection for processes, programs and people by continuously identifying, defining, and implementing evolutionary change to operational workflows leveraging various platforms.• Managed 3 person cross-functional team collaborating with IT, Sales, Finance, Marketing, Legal, Facilities to meet cross-company goals and maintain alignment. • Designed and implemented a Customer Engagement Application across two SFDC instances to integrate legacy Dell and EMC tools post-merger. • Drove application lifecycle activities - such as gathering/scoping end user requirements, maintaining a forward-looking roadmap, and managing implementation – for various technology platforms.• Orchestrated continuous global Facilities & IT/AV strategy focusing on uninterrupted support models and equipment refreshes.• Led Briefing Consultant and Coordinator Enablement frameworks focusing on the development of team members through change-management while driving consistency against program strategy. • Partnered with global vendors (Digital Media, Catering, Transportation, Customer Gifts) on defining scope of work and project manage new initiatives to meet deadlines and drive accountability.• Budget management and analysis for approximately $10M annual budget.• Re-structured the Reporting & Analytics model to better support strategic initiatives, to foster business development, to demonstrate value and to better align with internal and external teams.

  • Manager, Americas Briefing Coordinators

    • Jan 2017 - Sep 2017

    Americas Briefing Coordinator Manager for Dell Technologies Executive Briefing Program leading 3 Briefing Centers and Field Program. Primary focus on post-merger activities to integrate teams and redefine processes & customer experience.• Built and led Americas Briefing Coordinator team concentrating on the unification of legacy Dell & EMC programs. • Redefined Logistics Offering and Day-Of Execution procedures to gain consistency, improve efficiencies and enhance customer experience.• Co-collaborator of Americas Shared Services Model allowing to scale the program and meet increased demand for engagements.

  • Manager, Hopkinton Executive Briefing Center

    • Aug 2012 - Jan 2017

    Center Manager for EMC Headquarters Briefing Center supporting 700+ customer briefings and 500+ internal meetings annually. Led the Center’s Operations to drive engagements that accelerate sales cycle and uncover new opportunities.• Managed Briefing Coordinator team concentrating on logistics planning and day-of execution for all customer briefings & internal meetings. • Developed end-to-end Briefing Coordinator process and new hire training model to establish legacy planning strategy. • Led Dell & EMC pre-merger branding unification project for the anticipated Dell Technologies Briefing Program.• Led business development with executives, stakeholders, partners & vendors to maintain support, visibility and advancement of the center.

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  Gage & Wilson, a financial advisory practice of Ameriprise Financial, Inc.

  • Auburndale, MA

  • Senior Marketing Manager

    • Jul 2007 - Aug 2012
    • Auburndale, MA

    Marketing Manager for independent financial planning franchise of Ameriprise Financial. Primarily responsible for new client generation and client appreciation while balancing the operational needs of the firm. • Managed all aspects of client appreciation and prospecting events from conception to execution inclusive of budget management for six financial advisors.• Measured and demonstrated ROI through prospective client conversion rates and increase in revenue. (Approximately 300 new clients acquired and 35% revenue growth in 2011)• Managed team of 4 support staff and 7 interns concentrating on defining repeatable processes and scaling to support rapid growth of firm. • Led business development training workshops for Advisors and Marketing Managers for other Ameriprise Financial franchises.

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  Ameriprise Financial Services, Inc.

  • Waltham, MA

  • Financial Advisor

    • May 2005 - Jul 2007
    • Waltham, MA

    • Developed, implemented and serviced customized financial plans that met clients’ goals, time horizons and levels of risk.• Created and executed a marketing plan to grow client base through various client appreciation & prospecting events.