Download PDF


Dynamic product expert and accomplished executive leader with over 20 years of experience directing organizational product and service life cycles from idea conception through development, launch and marketing.  Extensive industry experience  HR/Benefits Outsourcing, Financial Services, Technology and Software as a Service  corporations.  Customer focused-driven leader able to successfully orchestrate complex relationships and work environments, fueling greater partner loyalty, valued and profitable products using superior management skills.

Skills Summary

Product Development & Management,  Customer Experience Strategy & Design, Market Delivery & Launch, Revenue & Profit Models, Program Management, Organizational Change Management, Sales Strategy & Execution, Leadership Development, Quality Improvement & Metrics, Institutional & Retail Marketing Programs, Customer Loyalty, Executive Presentations, Complex Financial Systems, Operating Infrastructure, Software as a Service

Work History

Jan 2009Present


Weil Consulting, LLC

Spearhead business operations and professional services for this private management consulting firm servicing mid-size organizations. Collaborating with executive teams, and providing practical advice and implementation of industry best practices aimed at maximizing the value of the company's products and services.

  • Market analysis of emerging Robo-Advisors go to market strategies to inform platform expansion decisions.
  • Advised leading wealth management firm on best practices and leverage of technology for reducing risks for boarding new clients.
  • Developed 3 year product plans and new product management processes for leading not-for-profit retirement services firm to drive accountability and scale service offerings.
  • Defined and implemented new Investment Performance Measurement & Reporting system, for leading Institutional Asset Management firm. 
  • Identified and validated new market opportunity for leading content marketing firm. 
Mar 2013Nov 2015

Vice President and General Manager

ProcessUnity, Inc.

Business and product strategy, sales,  market development, client management, and channel partner development for Service Delivery Management business, targeting Financial Services and Benefit Outsourcing markets.

  • Developed and launched go-to-market and growth strategy  for new software as a service solution introduction in target markets.
  • Acquired, implemented and retained blue-chip accounts as early market adopters of new software solution.
  • Developed 3 year product strategy, implementation best practices and partnership with Salesforce as complementary solution.
Jul 2011Feb 2013

Practice Director

The BridgePoint Group, LLC

Strategic sales, business development and consulting services for leading financial services firms.  Hands-on experience helping leading Retirement and Asset Management firms, assess and transform operating models for profitable growth.

  • Benchmark Defined Contribution service offering against 5 key competitors for a leading Asset Manager. Identified opportunities to streamline offer, investing to fill key gaps and removing services that are not valued by target markets.
  • Advised leading Asset Manager on DC platform strategy, with emphasis on simplifying  service offering and pricing practices.
  • Advised leading Insurance firm on client experience strategy and organizational alignment to accelerate execution.
Jan 2007Mar 2008

Senior Vice President, Planning & Advice Tools Strategy

Fidelity Brokerage Company

Sustained positive leadership and centralized product management for Fidelity's integrated guidance platform, including Retirement Income Planning for Broker/Dealers and Advisers and Investment Advice for Personal and Workplace Services.  Directed $40M technology investment, 350+ individuals, across five major business channels.

  • Launched Fidelity Retirement Income Evaluator , an industry-leading income planning solution, targeting 400 firms and 80K investment professionals.
  • Orchestrated product strategy, delivery roadmap, legal/compliance framework and change management program to support Fidelity's offering of Investment Advice.
Apr 2004Dec 2006

Senior Vice President, Retirement Products for Large Market Segment

Fidelity Employer Services Company

Reinvigorated defined contribution and defined benefit services for the large employer market.  Led team focused on instituting profit and loss models and scorecards, establishing 3 year product roadmaps and capital plans, and positioning solutions with clients and prospects to incorporate new and emerging products and services while ensuring profitability and sustainability. Process owners responsible for driving new product management disciplines across entire company.

  • Recruited and directed 25+ product management leaders. Multiple promotions and recognition as top performers in department.
  • Developed and implemented financial plan to support overall margin improvement of  5% for DC (56%) and 18% for DB (39%), with growing market share of 8%.
  • Launched and chaired Client Council to engage clients in product and service development. Corporate clients included; Bank of America; General Motors, Microsoft, Time Warner, Shell Oil, AT&T.
  • Chaired internal management council, which engaged individuals across all functional disciplines to take ownership and accountability for large market retirement business. Redirected $20m of custom client investment toward a $90m capital investment in platform.
Sep 2002Apr 2004

Vice President, Solution Delivery

Fidelity Employer Services Company

Orchestrated product team responsible for delivery of $90m+ technology solutions to improve profit and loyalty growth across 2 HR/Benefit outsourcing web platforms. Defined and implementing new product lifecycle management processes, across all functional disciplines - which are still in place and utilized today.

  • Directed $30m+ systems investment, delivering employer and employee total benefit web-based product solutions including; HR Portal, Single Sign On, and Retiree Medical account services.
  • Directed $60m+ system investment spanning 2 years, transforming Plan Sponsor web platform to provide total benefits administration. Customer satisfaction scores increased between 8%-27%, across 4 different markets.
  • Provided overall department leadership, introduced best practices and process improvements aimed at achieving efficiency, quality and customer satisfaction.
  • Managed and developed 25+ associates, resulting in no turnover, and multiple promotions.
Sep 1999Sep 2002

Vice President, Product Development

Fidelity Institutional Retirement Company

Drove product development team responsible for introducing new wireless technology platform, and transforming employee contribution and information business processes and technology platform.

  • Re-invented the Contribution and Employee Information business processes, and orchestrated a multi phase transformation program for Plan Sponsor web platform.
  • Delivered technology and service model solution which improved client satisfaction by more than 15%, and reduced annual internal costs by $7M.
  • Managed client service team to diagnose and resolve platform issues, while gaining usage insight and market intelligence to influence transformation program.
  • Developed and launched industry’s first wireless 401k account access for use on PDA’s.
Sep 1996Sep 1999

Vice President, Enterprise Product Planning & Marketing

Fidelity Investments Systems Company

Revitalized Enterprise Sales and Service Product team, introducing new customer focused product delivery model, implemented across 4 major business lines. Responsible for all aspects of product management including gathering of business requirements, ongoing external market analysis, vendor evaluations, and enterprise contract negotiations.

  • Expanded portfolio to include Siebel Systems, and Exchange Applications to provide industry leading client management and marketing program solutions.
  • Launched executive product advisory council to enable strategic business partnerships, customer-focused development and cross-company prioritization.
Sep 1988Sep 1996

Director, Product Planning & Marketing

Progress Software Corporation

Eight year tenure, spanning Technical Services, Consulting, and Product Management.

  • For first year, Technical Service Engineer, provided technical customer support for all products. Developed course materials and delivered professional training courses.
  • Following three years, Consulting Manager, delivering multi-million dollar solutions for organizations in the Health Care, Manufacturing, Accounting, Financial Services and Retail markets. Surpassed revenue targets each year.  Recognized by U.S. Coast Guard as solution provider for tracking costs incurred with Exxon Valdez oil spill cleanup efforts.
  • Last four years, Product Management Leader, enterprise development tools. Reinvigorating team responsible for worldwide product marketing and management of $60m+, application development product line. Responsibilities included  product requirements planning,  product development, worldwide marketing programs through direct and indirect channels, pricing/ packaging,  customer feedback programs, client and industry presentations, sales training and support.

Sep 1986Sep 1988

Systems Analyst


Analyzed, defined and implemented programming solutions for accounting and financial systems.




Securities Licenses


Series 6, 63 and 26 Licenses


Six Sigma Yellow Belt

Lean Six Sigma

Fundamental Methodologies and Metrics

Industry Organizations 

SPARK Advisory Board Member - 2013 to 2015

Pan Mass Challenge Kids Ride Board Member - 2008 to 2013

Sudbury Educational Resource Foundation Marketing Chair - 2008 to 2010