Bio
Experience
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Lightyear Capital
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Operating Partner
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Apr 2022 - Present
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Allworth Financial
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United States
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Financial Services
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200 - 300 Employee
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Board Member
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Sep 2021 - Present
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Reserve Squad
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United States
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Human Resources Services
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1 - 100 Employee
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Advisory Board Member
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Feb 2021 - Present
Serve as an advisor to this innovative start-up that is disrupting the traditional models of full-time, part-time and contingent workforces. Reserve Squad enables large companies to retain women in the workforce, advance gender equality, and maximize labor investment through its in-house talent management solution.
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Santander Bank, N.a.
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United States
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Banking
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700 & Above Employee
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Chief Marketing and Digital Officer
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Sep 2016 - Apr 2020
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Greater Boston Area
Leading all marketing, digital and deposit product efforts for the team.
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Fifth Third Bank
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United States
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Financial Services
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700 & Above Employee
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Chief Marketing Officer
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Apr 2013 - Aug 2016
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Cincinnati, Ohio Area
Lead marketing discipline including brand development, market research, social, direct marketing, PR and all marketing efforts for all bank businesses.
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Citigroup
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Greater New York City Area
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Chief Marketing and Client Experience Officer for Small Business Banking/Managing Director Citi
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Dec 2009 - Mar 2013
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Greater New York City Area
Driven three years of positive business momentum for Small Business at Citi. Improved client experience at industry-leading rates, created successful marketing campaigns that have delivered positive net customer growth, introduced proactive PR strategy focused on thought leadership for Citi Small Business. Moved digital agenda forward including led development of new online banking platform, use of social media to complement marketing strategies and revamp of small business public facing website.
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Citibank
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Greater New York City Area
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Marketing Services and Segment Executive/ Executive Vice President
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2006 - 2009
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Greater New York City Area
Led diverse business groups with shared objective of improving speed-to-market and effectivness: - Ran Citibank Online/citibank.com. Maintained #1 industry rating for online banking and usage. - Introduced Smith Barney branded brokerage into retail bank branches for first time at Citibank. - Completely redesigned Marketing Services function with focus on increasing process efficiency and effectiveness of advertising and communications. Achieved significant expense reductions with no impact on quality and frequency of communications.
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Chase
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Greater New York City Area
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Senior Vice President
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1994 - Dec 2005
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Greater New York City Area
Increasing levels of responsibility in product development, marketing strategy and analytics: - Built and led Mass Affluent marketing team to capture greater market and wallet share of current customers and prospects. Dramatically increased client acquisition and product penetration for Chase Personal Financial Services and established the brand within the retail bank. - Spearheaded Chase Retail Internet Marketing including chase.com during first phase of internet banking. Built high-impact online banking solutions, introduced new capabilities such as email and achieved industry recognition for online banking usability. - Managed all portfolio management functions for Chase Credit Cards from activation, rewards, and usage through attrition. Managed significant merger-related and portfolio acquisition activities including all re-branding and customer communications. Introduced first-ever "service to sales" across multiple consumer businesses.
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Education
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The Wharton School
BSE, Finance -
NYU Stern School of Business
MBA, Marketing
Suggested Services
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Industry Focus. “Banking and Financial Services”
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