Experience

Ulman Foundation

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Chief Operating Officer

  • Apr 2022 - Present

• Sr. Director, Business Operations

  • Jan 2019 - Apr 2022

• Business Manager

  • Feb 2018 - Jan 2019



T. Rowe Price

• United States
• Financial Services
• 700 & Above Employee

• Vice President - General Manager, U.S. Intermediaries - Broker/Dealer

  • Oct 2016 - Apr 2017

  • Responsible for implementation and management of governance structures, communications and strategic plans for a Broker/Dealer distribution business with $55B+ in assets under management• Drives business outcomes by consulting with, influencing and supporting Head of USI - Broker/Dealer; develops succinct summaries, recommendations, presentations and action plans related to organizational and market opportunities• Serve as primary point of contact for strategic programs and projects that exist both within USI - Broker/Dealer or span across multiple business units and functional areas. Leads interactions with finance, HR, IT, business intelligence, marketing, and the Broker/Dealer team to ensure strategic programs and projects are executed effectively and drive operational improvements and commercial success within the business. Show less

• Assitant Vice President - Sr. Manager, Marketing Planning and Operating Model

  • May 2015 - Oct 2016

  • Led the development of USIS Marketing’s 2016 strategic plan including definition of priorities, goals, and initiatives • Defined and facilitated ongoing governance of the USIS Marketing portfolio of programs and projects• Facilitated budget management and transparency for the leadership team including advertising and promotion, staff augmentation, professional fees, and technology

• Assistant Vice President - Client Experience, USIS Marketing

  • Oct 2013 - May 2015

  • Defined and socialized the value proposition, objective, operating model, and 2014/2015 strategies for the development of the Client Experience discipline within USIS Marketing• Managed the development, validation, and operationalization of Audience Experience Maps for the Defined Contribution Advisor and Wealth Advisor segments

• Assistant Vice President - Digital Prospect Acquisition, Retail Marketing

  • Jul 2012 - Sep 2013

  • Coordinated pilot use of the Adobe Test & Target program – worked with web analytics, developers and external agencies to identify, implement and analyze all pilot test campaigns, and made recommendations for follow-on usage and support of the program • Led the 2013 IRA Season Prospect Engagement initiatives, including marketing of a new online account opening process, redesign of email messaging, cross-channel coordination with sales associates, management of calendar for key landing page promotions, and integration with pilot testing program • Developed a digital distribution kit experience for retirement plan services terminated participants Show less



T. Rowe Price

• Baltimore, Maryland Area

• MBA Summer Intern - Digital Prospect Acquisition, Retail Marketing

  • May 2011 - Aug 2011

  • Developed a testing plan for the division’s public website based upon sales goals, target segments’ online behaviors, and a need to increase data-driven understanding of target segment preferences • Audited internal capabilities, researched external offerings, and synthesized best practices to develop recommendations for further development of the online testing program, to be implemented in 2012 • Developed a testing plan for the division’s public website based upon sales goals, target segments’ online behaviors, and a need to increase data-driven understanding of target segment preferences • Audited internal capabilities, researched external offerings, and synthesized best practices to develop recommendations for further development of the online testing program, to be implemented in 2012



Goldman Sachs

• Financial Analyst - Partners Coverage Group and Family Investment Office

  • Jul 2008 - Dec 2009

  • Designed and produced customized client communications regarding portfolio analysis, views and responses to market changes, and the performance of various investment vehicles, managers, and strategies • Performed complex transactions for clients during high pressure and high risk time periods • Partnered with product teams to establish reporting procedures that would enhance the clients’ experiences • Analyzed portfolio performance and researched potential product mix changes for the Investment Committee Show less