I joined the Global Shares team in 2010 as a consultant and in January of 2011 transitioned in the Client Relationship Manager, CRM role. As a CRM, I am a point of contact to provide excellent customer support, upselling to meet the client’s needs, and relationship management.

Prior to Global Shares I was a Manager of E*TRADE Financial Corporate Service's Implementation Group. I was with E*TRADE for nearly a decade and has a wealth of experience in the management, strategic planning and tactical day to day processes of implementing both private and public Corporate Clients.

As the Manager of the Implementation Group, I was responsible for ensuring an exceptional experience for every Corporate Client while making the transition smooth and seamless. I was responsible for managing all phases of implementing the equity plans of new and existing Corporate Clients, as well as any additional product and services onto the Equity Edge and E*TRADE broker platform. I was also successful in managing the development and delivery of external and internal training on all products offered. During my time at E*TRADE I held both the Series 7 & 63, obtained the CEP level II, and obtained a Project Management Certification which has led me to actively pursue the PMP License. I am a current member of the Global Equity Organization, GEO and the National Association of Stock Plan Professionals, NASPP and very active in my community.