Senior client experience leader with a record of building strong teams, improving service delivery, and strengthening stakeholder trust. Skilled in relationship building, process improvement, and risk management across complex business environments.
Overview
1
1
Certification
30
30
years of professional experience
Work History
VP, Client Experience
Blue Ridge Associates
01.2026 - 09.2026
Directed cross-functional initiatives supporting executive priorities and operational alignment.
Reviewed strategic plans and prepared recommendations for leadership decisions.
Coordinated communication between stakeholders to maintain clear project execution.
Collaborated with senior leaders to resolve issues and accelerate deliverables.
Evaluated risks and escalated concerns to maintain project accountability.
Organized client and internal meetings to ensure timely follow-through on action items.
Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Collaborated with senior management to develop strategic initiatives and long term goals.
Identified opportunities to improve business process flows and productivity.
Transformed customer experience by designing and executing comprehensive service improvement initiatives aimed at enhancing satisfaction levels.
Increased company growth through collaboration with sales and marketing departments.
Provided strong leadership to enhance team productivity and morale.
Implemented and developed operational standards, policies and procedures.
Conducted performance evaluations, compensations and hiring to maintain appropriate staffing requirements.
Established and maintained strong relationships with customers, vendors and strategic partners.
Monitored key business risks and established risk management procedures.
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Monitored performance reports and identified process improvements for workflow consistency.
Director, Client Experience
Blue Ridge Associates
05.2024 - 01.2026
Developed process improvements to strengthen accuracy, consistency, and service delivery.
Led planning meetings to coordinate resources, timelines, and stakeholder expectations.
Evaluated performance data to identify gaps and guide informed decision-making.
Collaborated with leadership to refine policies, procedures, and internal standards.
Mentored team members to support development, compliance, and execution quality.
Managed multiple projects simultaneously while ensuring deadlines and deliverables stayed on track.
Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
Improved project efficiency with strategic planning, resource allocation, and time management practices.
Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on projects or business operations.
Leveraged professional networks and industry knowledge to strengthen client relationships.
Secured key partnerships that contributed to the company''s overall growth strategy and market reach.
Evaluated employee performance objectively using established metrics, leading to fair compensation adjustments based on meritocracy principles.
Spearheaded successful product launches that resulted in increased brand visibility and customer acquisition.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Established team priorities, maintained schedules and monitored performance.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Relationship Manager
TSC401K
06.2007 - 05.2024
Managed client relationships for retirement plan participants and sponsors, ensuring timely resolution of service needs.
Monitored service requests and followed through on escalations to maintain strong client satisfaction.
Coordinated account reviews, contract updates, and plan documentation with accuracy and consistency.
Communicated complex 401(k) details clearly to support informed client decisions.
Collaborated with internal teams to streamline plan administration and improve response times.
Reviewed plan data and participant records to identify discrepancies and correct issues promptly.
Advised stakeholders on compliance-sensitive processes while maintaining confidentiality and professionalism.
Built and maintained relationships with new and existing clients while providing a high level of expertise.
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Strengthened client relationships by actively listening to their needs and providing tailored solutions.
Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Participated in staff meetings to discuss innovative strategies to improve services.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Coordinated efforts between various departments such as sales, compliance and operations teams for smooth delivery of services to clients.
Facilitated seamless communication between clients and service departments, ensuring timely resolution of issues.
Organized and participated in client appreciation events, fostering strong community and enhancing client loyalty.
Conducted regular review meetings with clients, ensuring their retirement plans remained in compliance and met the objectives of the plan sponsor.
Mid-Market Account Manager
Ascensus Retirement Services
05.2002 - 06.2007
Managed mid-market retirement plan relationships, ensuring responsive client service and issue resolution.
Coordinated daily account activities across internal teams to maintain accurate plan administration.
Reviewed plan activity, participant requests, and service inquiries for accuracy and timely completion.
Supported plan sponsors with retirement services guidance, account updates, and operational follow-through.
Mentored junior team members by sharing best practices in account management techniques that led to improved overall team performance.
Established strong relationships with key stakeholders in each account to foster long-term partnerships.
Delivered informative presentations to prospective clients, showcasing the value of company products and services for their businesses.
Ensured customer satisfaction with timely issue resolution, anticipating potential problems, and providing proactive solutions.
Collaborated with cross-functional teams to align product offerings with client needs and expectations.
Built relationships with customers and community to establish long-term business growth.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Studio Photographer / Phot Lab Technician
Photo Express
06.1996 - 08.2000
Directed studio shoots, balancing lighting, composition, and camera settings for consistent image quality.
Managed client posing, expression guidance, and shot selection to capture requested visual styles.
Retouched images using editing software to correct exposure, color, and minor imperfections.
Organized equipment, props, and sets to maintain efficient shoot preparation and turnaround.
Reviewed proofs and selected final images for print, web, and promotional use.
Trained junior photographers and assistants on studio techniques, file handling, and image consistency.
Expanded professional network by attending industry events and engaging with fellow photographers and potential clients online or in person.
Managed all aspects of photography shoots from pre-production planning to final image delivery for maximum efficiency.
Digitally edited photos to enhance appearance.
Selected and set up appropriate props, backdrops, and lighting.