Susan comes with over 30 years of Financial Services and Public Accounting experience, delivering bottom line results by designing business processes, building new process and product capabilities, managing complex initiatives, consulting with customers on business and tax strategies and leading readiness programs to comply with regulatory changes.


Process and Operating Model Design, Standing up COEs, Governance and Organizational Capabilities, Program Management, Operational and Client Readiness, Tax Planning, Change Management, Strategy Development, Financial Operations

Relevant Experience

  • Identified top opportunity process improvement areas and developed future state design recommendations and roadmap for 3 significant recordkeepers
  • Performed business impact assessment of DOL Fiduciary regulations for a major asset management company
  • Designed future state process and implementation roadmap to transform large Financial Services firm’s product marketing production capability
  • Designed a strategic PMO for a large financial services company
  • Stood up an Operating Committee, including designing future state process and developing change management plan to ensure success
  • Built Process Excellence capability yielding $23M over 4 years leveraging Six Sigma and Lean methodologies and toolsets
  • Established Marketing Program Management Office and led creation of the 5-year go-to-market strategy for Fidelity’s retirement business
  • Led complex regulatory programs to implement required changes to ensure compliance with Fee Disclosure regulations and Pension Protection Act
  • Managed portfolio of process improvements to standardize the participant communication offering, cutting delivery time by 50% and saving over $5M
  • Developed and implemented tax and global compensation strategies for clients and led team managing Andersen’s worldwide expatriate tax policies
  • Susan is a CPA and a Certified Lean Six Sigma Black Belt

Prior Positions Held

  • Vice President, Business Performance Excellence – Fidelity Investments
  • Vice President, Marketing & Product – Fidelity Investments
  • Vice President, Business Improvement – Fidelity Investments
  • Vice President, Financial Operations – Fidelity Investments
  • Principal – Arthur Andersen


Susan is currently leading a three-pronged process engagement to establish a Process Excellence Center of Excellence (COE), developing a future state redesign and implementation roadmap for two key processes to deliver early results  to prove the COE's value while coaching and mentoring the newly formed team to evolve its process re-engineering competency.