May 2025 – Present · 1 yr · New York City Metropolitan Area · Remote

• Founder | Executive Coach & Consultant at Elevare Dynamics LLC
• At Elevare Dynamics, I work with senior leaders in financial services and asset management who are ready to build stronger teams, develop their leadership, and drive operational clarity.
• After more than 40 years leading client service and transformation teams across Morgan Stanley, JPMorgan and Schroders, I understand the pressure, the pace and the complexity these leaders face every day. That experience is the foundation of everything we do.
• What We Offer:
• Executive coaching for VPs, Directors, MDs and C-Suite leaders
• Team and group coaching to build trust, accountability and performance
• Consulting to align teams, strengthen culture and support scalable growth
• Operational clarity work to cut through the day-to-day chaos, free up your time and help you lead proactively instead of reactively
• If your team is firefighting, your culture isn't where it needs to be, or you're ready to lead more strategically, let's talk.

Sep 2021 – Mar 2025 · 3 yrs 6 mos

• Led the Defined Contribution and Defined Benefit Institutional Client Service Team at J.P. Morgan Asset Management.
• Streamlined the onboarding process for advisor clients, enhancing efficiency and client satisfaction.
• Oversaw the onboarding of commingled fund investors, addressing complexities to ensure smooth transitions.
• Coordinated the automation of regulatory processes for commingled funds, improving compliance and operational efficiency.

Jul 2019 – Sep 2021 · 2 yrs 2 mos

• Led Global Transformation Team coordinating change management initiatives for the Global Client Service Team
• Led the implementation of our digital client portal onboarding over 1,000 clients in our first year
• Digitized client service manual processes included Onboarding and Cash flow process
• Led digitization of our Real Estate Alternatives products subscription and redemption process creating a seamless client experience and reduced risk.

Mar 2015 – Jul 2019 · 4 yrs 4 mos

• Led a team of over 40 professionals in North America, enhancing client account management across five offices.
• Transformed the team from a back office to a front office function, fostering collaboration with sales.
• Developed an Employee Playbook that strengthened team culture and cultivated future leaders.

Feb 2020 – Apr 2025 · 5 yrs 2 mos · New York, United States · Remote

• Partnered with high-performing professionals to navigate workplace challenges and define personal success.
• Provided strategic insights and practical tools for leadership growth and career transitions.
• Helped clients overcome imposter syndrome and achieve bold career visions with clarity.

Sep 2012 – Mar 2015 · 2 yrs 6 mos

• Led the North America Client Service team at Schroders, successfully doubling the team's size within one year.
• Spearheaded the integration of a newly acquired fixed income firm, enhancing reporting and client servicing capabilities.
• Developed strategic initiatives to improve client satisfaction and operational efficiency, resulting in increased client retention.

Sep 2011 – Aug 2012 · 11 mos

• Managed client relationships for top-tier asset managers, enhancing service delivery and satisfaction.
• Collaborated with Sales and internal teams to streamline operations and improve compliance processes.
• Drove initiatives that resulted in a 20% increase in client engagement and retention rates.

Jul 1993 – Sep 2011 · 18 yrs 2 mos

• Led the Institutional Client Service Team at Morgan Stanley, enhancing client satisfaction and retention.
• Coordinated seamless onboarding and transitions for institutional clients, ensuring a smooth experience.
• Streamlined global equity client service processes, automating manual tasks to improve efficiency.

Jan 1988 – Jan 1993 · 5 yrs