I’ve been a member of the SOAR Management Consulting Group since 2016. I have participated on the SOAR Partners and Competition Committee, the 2017 SOAR Strategic Planning Committee, the 2020 Strategic Planning Team and am currently a SOAR Board member and chair of the SOAR Consultant Recruitment and Engagement Committee. Through SOAR, I have consulted local Community Supported Agriculture (CSA) farms, a summer program for children and adults with disabilities, and a community legal services office. I enjoy helping SOAR clients improve their organizations and increase their social impact in the communities that they serve.

I have over 40 years of experience providing IT services to the Mutual Fund industry.  I was a Managing Director at BNY Mellon, responsible for managing an IT team providing transfer agency systems to support over 100 Mutual Fund organizations.  I was part of the senior management team, focused on leadership, communications, relationship building, client retention as well as acquiring new clients.  

I have served on several Mutual Fund industry committees, including the ICI Broker Dealer Advisory Committee, the NICSA Mid-West Committee and as co-chair of the NICSA Technology Committee.  

I graduated magna cum laude from Connecticut College, with a BA degree in Mathematics.