Experience

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  Precision Sales Coaching & Training

  • Boston, Massachusetts, United States

  • Partner

    • Jul 2022 - Present
    • Boston, Massachusetts, United States

    Coaching women entrepreneurs how to increase their revenue and their impact.

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  Upside

  • Advisor

    • 2020 - Present

    Upside makes it easy to build wealth for retirement with every student loan payment. Get a lower rate. Pay down your student debt while building wealth.

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  The Bard Group LLC

  • Hartford, Connecticut Area

  • Consulting Executive Director

    • Jan 2019 - Present
    • Hartford, Connecticut Area

    A sales engagement coaching practice teaching the uncommon behavioral skills of top institutional sales professionals.

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  YMCA of Greater Hartford

  • Board Vice Chair

    • May 2018 - Present

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  Connected Covid

  • Greater Hartford

  • Volunteer

    • Mar 2020 - Mar 2021
    • Greater Hartford

    Built by volunteers to unlock emergency surge-staffing by finding healthcare professionals ready to join the fight and connect them with the hospitals battling COVID-19

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  Prudential Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Head of Innovation Lab

    • Apr 2015 - Jan 2019

    The Lab‘s charter was to explore digitally-enabled business models and create new solutions that overcome behavioral and financial obstacles to long-term savings and financial security. Founder and creator of the Lab’s strategy, organizational structure, processes, KPIs, and cultural values. Led the team of engineers, designers, and business strategists through the full innovation lifecycle taking multiple MVPs to market.Published in IDEO’s 2017 Journal as a model corporate innovation lab alongside Boston Children’s Hospital.

  • Experience Officer and VP, Sales & Leadership Development

    • Dec 2011 - Mar 2015

    Served as the firm's first Experience Officer and built innovative customer experiences that set the gold standard for the retirement industry. Coached senior executives, rising stars, and others who ascended to senior leadership roles. Expanded the award-winning Top of the Rock University offerings in line with the growing sophistication of the firm's client-facing professionals.

  • Vice President, Sales Optimization

    • Mar 2008 - Nov 2011

    Founder and Chair of the company's Sales Council driving unprecedented internal collaboration across disciplines. Launched Prudential's Top of the Rock University for financial advisor and consultant partners. Created a new model for sharing information and exchanging ideas through the 2008 financial crisis. Coached sales teams on $100M+ deals, instituting new techniques and enhanced discipline. Enabled the enterprise to achieve sustainable, top-quartile sales results.

  • Vice President, Sales and Marketing Development

    • Sep 2004 - Feb 2008

    Conceptualized and managed enterprise-level projects to create a new vision for Prudential Retirement following the $2 billion acquisition of CIGNA Retirement & Investment Services. Founded and led Top of the Rock University credited with developing the most distinguished market-facing professionals in the industry. Led the development of the new brand strategy and aligned sales tools and processes to the new brand. Architected an innovative renovation of the physical space for prospect visits that reverberated through the industry and tripled our close ratio.

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  Cigna

  • Hartford, CT

  • Vice President, Sales Development

    • Jan 1988 - Jun 1996
    • Hartford, CT