Functional Skills
Leadership Development
Employee Engagement
Succession Planning
Job Architecture
Organizational Effectiveness
Change Management / Org Design
HR Transformation
Operational Transformation
M&A Transaction Readiness
M&A Support
HR Management
HR System Implementation
Performance Management
Human Capital Consulting
People Operations
Sector Experience
Financial Services
Healthcare
Social & Public Sector
Technology
Fortune 500
Experience
Dynamic Talent Partners
Management Consulting
Fractional HR Executive/Consultant
1/2025 - Present
Independent HR and IT consulting firm advising public, private, founder-led, and PE-backed companies.
● Fractional HR Executive/Consultant
• Deliver HR leadership that aligns people strategy, systems, and culture to drive growth and long-term value creation.
• Build scalable talent and HR infrastructure to enhance operational excellence and improve operating leverage.
• Guide transformation initiatives (e.g., CEO transitions, succession, M&A, IPO readiness, and culture shifts).
● Fractional HR Executive/Consultant
• Deliver HR leadership that aligns people strategy, systems, and culture to drive growth and long-term value creation.
• Build scalable talent and HR infrastructure to enhance operational excellence and improve operating leverage.
• Guide transformation initiatives (e.g., CEO transitions, succession, M&A, IPO readiness, and culture shifts).
Cetera Financial Group
Human Resources
Managing Director, Head of Talent Management
1/2014 - 1/2025
$3B+ independent financial advisor network, PE-Backed ~3,000 employees serving 12,000+ advisors across the US
● Managing Director, Head of Talent Management 2024 – 2025
• Delivered ~$300K in consulting cost savings and achieved 2x faster adoption by leading enterprise-wide talent optimization, including spans-and-layers analysis, job-leveling framework, and pay-for-performance redesign.
• Achieved 8% internal mobility (80% through promotions) and reduced attrition to 9.2% (5% below-industry)—by optimizing talent systems, programs, manager development, and strengthening the leadership bench.
• Cut time-to-productivity by 60 days and increased lead sales metrics +20% by leading change and enablement strategy during a revenue transformation driven by shifts in operating model, org design, and CRO transition.
• Raised new-hire readiness by +10 points over prior acquisitions through redesigned onboarding experience.
● Managing Director, Head of Talent Management 2024 – 2025
• Delivered ~$300K in consulting cost savings and achieved 2x faster adoption by leading enterprise-wide talent optimization, including spans-and-layers analysis, job-leveling framework, and pay-for-performance redesign.
• Achieved 8% internal mobility (80% through promotions) and reduced attrition to 9.2% (5% below-industry)—by optimizing talent systems, programs, manager development, and strengthening the leadership bench.
• Cut time-to-productivity by 60 days and increased lead sales metrics +20% by leading change and enablement strategy during a revenue transformation driven by shifts in operating model, org design, and CRO transition.
• Raised new-hire readiness by +10 points over prior acquisitions through redesigned onboarding experience.
Cetera Financial Group
Human Resources
Chief Talent and Inclusion Officer
1/2022 - 1/2024
• Increased DEIB index +10–14 pts over benchmark and drove financial literacy scores +75% through employee lifecycle audit, targeted strategies, and Financial Inclusion program—earning industry awards and recognition.
• Grew Employee Resource Group engagement to 20% FTE, 8.5% benchmark; tripled Advisor engagement YoY.
• Set firm record with 91 NPS and 99% favorable by delivering a marquee Advisor conference experience.
• Grew Employee Resource Group engagement to 20% FTE, 8.5% benchmark; tripled Advisor engagement YoY.
• Set firm record with 91 NPS and 99% favorable by delivering a marquee Advisor conference experience.
Cetera Financial Group
Human Resources
Vice President, Head of Learning, Talent and Culture
1/2018 - 1/2022
• Lifted culture index +12 pts above benchmark and boosted peer recognition +25% by leading enterprise-wide culture renovation —finalist for industry awards and featured in published case study.
• Achieved record engagement gains (E-NPS +13 and +9 pts YoY, sustained at 40) by directing enterprise Employee Communications strategy, building transparency and trust amid multiple, concurrent complex change efforts.
• Orchestrated rapid pandemic response—shifting workforce from 7% to 93% remote in 10 days across 55 locations.
• Achieved record engagement gains (E-NPS +13 and +9 pts YoY, sustained at 40) by directing enterprise Employee Communications strategy, building transparency and trust amid multiple, concurrent complex change efforts.
• Orchestrated rapid pandemic response—shifting workforce from 7% to 93% remote in 10 days across 55 locations.
Cetera Financial Group
Human Resources
Director, Head of Learning and Development
1/2014 - 1/2018
• Recruited to build L&D function amid full HR team turnover, change of control, and enterprise transformation.
• Integrated 11 firms (M&A - doubling FTE), while implementing a new HRIS platform and optimized HR processes.
• Served one year in dual-role, HRBP, during talent and org planning; mitigating ER risk to ensure workforce stability.
• Integrated 11 firms (M&A - doubling FTE), while implementing a new HRIS platform and optimized HR processes.
• Served one year in dual-role, HRBP, during talent and org planning; mitigating ER risk to ensure workforce stability.
Northern Trust
Human Resources
Intern → VP
1/2003 - 1/2014
$5B+ global financial services firm ~15,000 employees across 100+ offices worldwide
Northern Trust
Human Resources
VP, Organizational Development – Talent Consulting & Engagement
1/2013 - 1/2014
• Accelerated leader readiness and mobility by designing enterprise career maps and critical experiences.
• Strengthened succession pipeline for key roles through targeted high-potential coaching and talent planning.
• Strengthened succession pipeline for key roles through targeted high-potential coaching and talent planning.
Northern Trust
Corporate Strategy & Development
VP, Change Management – Enterprise Enablement
1/2012 - 1/2013
• Drove global transformation adoption by creating the firm's first Change Management Center of Excellence.
• Increased execution speed and reduced disruption with custom frameworks, playbooks, and leader toolkits.
• Increased execution speed and reduced disruption with custom frameworks, playbooks, and leader toolkits.
eLearning Solutions
Human Resources
2VP
1/2011 - 1/2012
• Established global eLearning delivery hub from the ground up, enabling scalable training across continents.
• Built and led a new local team, fostering engagement and trust during early-stage country operations.
• Built and led a new local team, fostering engagement and trust during early-stage country operations.
Early Career Roles
Operations
HR Consultant, Project Manager, Operations Portfolio Analyst
1/2003 - 1/2011
• Expanded leadership bench and pipelines; first HR participant in rotation program; London expat role.
• Received Chairman's Award for founding the Advancing Professionals Council & Business Case Challenge.
• Received Chairman's Award for founding the Advancing Professionals Council & Business Case Challenge.