With over 35 years of experience in the industry, Barb has extensive expertise leading global and domestic mutual fund, asset management and insurance companies, as well as global technology outsourcing firms. Barb's previous experience includes senior roles at TATA Consultancy Services, BridgePoint Group, Fidelity Investments, ING, Invesco Retirement, Putnam Investments, and T. Rowe Price. She has served as a strategic advisor to major financial institutions on growth and scale initiatives as well as acquisitions and mergers to increase profitability and market share. She is a highly sought-after subject matter expert, speaker and thought leadership contributor on topics related to retirement, financial services transformation and bringing strategic vision successfully to fruition. 

Kim has extensive experience in the financial services industry with Fortune 100 and 500 companies. She has held senior level positions at TIAA, Charles Schwab, and Morgan Stanley. She is a proven strategic leader with deep expertise leading large-scale, critical initiatives. Kim is recognized for establishing strategic direction, building and leading high-performing cross-functional teams and connecting with stakeholders to drive tactical execution. Her leadership experience spans the full spectrum of corporate initiatives including strategy, annual business planning, offer and product development, client experience and engagement and support models. 

Amy has a highly successful history in the financial services and management consulting industries with global Fortune 500 companies. Prior to joining MCA, Amy held several positions with global specialized staffing and consulting firms, each with increasing responsibility, including her most recent role as Managing Partner where she focused on business development, building strong partnerships with key stakeholders, and recruiting active and passive candidates. Her key areas of expertise include client relationship management, building high-performing teams, and aligning exceptional talent with world-class organizations.

Linda is a CPA with a focused history in the financial services industry. She has held leadership positions in numerous projects including the implementation of a captive broker-dealer, clean-up of historical process failures, existing process and control risk evaluation, new process design, and the installation and upgrades of SunGard’s OMNIPayments and OMNICash products. She has consulted with providers to strengthen their internal control environment and transition them to open architecture. She has held senior management positions with BridgePoint Group, Merrill Lynch, Invesco, and Bank of America. Her skills include financial operational controls, risk management, business intelligence, business support, and project management.

Julia is a recognized thought leader in data driven digital transformation with extensive experience in building technology and business capabilities that enable business growth, innovation, and agility. Julia has led transformational initiatives in many financial services companies, such as Voya Financial, Deutsche Bank Citi, FINRA, Freddie Mac, and others.
Julia has received recognition across the industry. She has been named to engatica 2023 list of World’s Top 200 Business and Technology Innovators; received 2022 WLDA Changemaker in AI award; has been named to CDO Magazine’s List of Global Data Power Women three years in the row; named Top 150 Business Transformation Leader by Constellation Research in 2019; and recognized as the Best Data Management Practitioner by A-Team Data Management Insight in 2017.

Kerry has wide-ranging experience in financial services consulting and corporate leadership roles in retirement, asset management, broker/dealer, wealth management, and RIA. She previously held roles at TIAA, American Century Investments, H&R Block Financial Advisors, and Merrill Lynch, and led an independent consulting company for 13 years with domestic and international clients. Kerry excels at strategic marketing, global communications, product management, thought leadership, content marketing, sales strategy, and project management, focusing on client satisfaction, communications excellence, and sales growth.

Ira is a successful mutual fund executive with many years of retail, offshore and institutional experience. He has a strong track record in building solutions, reducing risk and increasing productivity. A proven industry leader, Ira has developed excellent relationship building, tactical execution and decision making skills. He is a strategic thinker with a hands-on management style and a consistent record of success and has been recognized for developing and building winning teams. While regarded as a mutual fund expert, Ira has been a keynote speaker at many industry conferences and has been an active member on several industry-wide committees.

Rob is a dynamic marketing leader who architects groundbreaking B2B and B2C programs that drive results. His broad skillset, diverse market segment expertise, and intense customer focus have served as catalysts to inspire innovation at Edelman Financial Engines, MassMutual, and MetLife. Through in-depth competitive evaluation and market research to frame out industry trends, audience needs, and product and sales channel barriers, he ascertains strategic opportunity areas and designs data and insight-driven marketing solutions that compel target audiences to act. He enables the execution of complex programs via tight collaboration with cross-functional partners and stakeholders across all levels of highly-matrixed organizations.

Sheryl brings senior leadership experience with firms such as Vanguard, Fidelity, and TIAA/Nuveen in financial services and retirement plan administration. She has led training and development, call centers, client services and relationship management, technology innovation, HR and global operations for retirement recordkeeping and asset management and has been recognized for her leadership and innovation in driving change and process improvement. She has had significant success in delivering automation solutions through user managed technology (Robotics and AI) to simplify the client experience and increase client engagement and retention.

Peter is an accomplished creative professional with a background in commercial and editorial photography, content creation, production, branding, and editing. His creative talent has been commissioned by Amazon, Mazda, Land Rover, Subaru, The NFL, Chevrolet, Frito-Lay, and many others to launch products and elevate brand aesthetic both nationally and globally. Peter excels in conceptual thinking and translating a brand’s core values and mission into consistent messaging and visuals across all channels and applications. Along with his creative mind, Peter is also highly technically skilled as a Photoshop expert in retouching and complex compositing. His projects have been awarded “Best Of” category multiple times by Adobe.

Lilia has a deep background in the retirement services industry. She previously held senior roles at Fidelity Investments, Mercer, and Putnam Investments. Lilia’s expertise includes partnering with diverse operational teams to develop strategic plans for successful client implementation while complying with legal mandates. She focuses on understanding key business issues and problem statements using consultative, analytical, and strategic communication skills in developing solutions, metrics and managing projects to a successful conclusion.

John has been an influential marketing leader at top-tier financial services firms. He has held senior positions at Merrill Lynch, Bankers Trust Company (now part of Deutsche Bank), and OppenheimerFunds, and created the first-ever Content Marketing functions at JP Morgan Asset Management and Wells Fargo. John has led large cross-functional teams to define strategy, design, and develop complex digital properties and programs. His experience includes launching new initiatives, products, and teams in the US and globally. John has deep expertise serving global institutional, high net worth, retirement, and consumer client segments. 

Chris has demonstrated success as a leader in technology strategy, large program execution, strategic planning, direction setting, and systems architecture. Most recently, he held a number of senior technology roles at Fidelity Investments, focusing on retirement and workplace benefits. While at Fidelity, Chris led the development of key platforms supporting their market-leading defined contribution retirement products. He has led many technology initiatives, focused on key strategies such as new product development, digital transformation, technology modernization, and cloud enablement. Chris brings a business mindset to technology, focused on partnerships and driving better outcomes through strategy alignment.

Glen has held management and director-level positions for Fidelity Investments and worked as a Product Delivery Leader at Tata Consultancy Services. Glen has experience in Lean Six Sigma, Agile, process improvement, program management, project leadership and change management. His skills include offshoring processes, product and solution design, project management, quality controls, document reviews, regulatory compliance, vendor management, participant communications, offshore delivery, and process reengineering. Glen’s key areas of expertise include development of the framework for Quality programs while overseeing both small- and large-scale process improvement initiatives.

Anne is a proven innovator with expertise in investing, product development, thought leadership, and sales and marketing. Prior to joining MCA, Anne was Global Head of Retirement Solutions at JPMorgan Asset Management, and led the strategy, architecture and management of JPMorgan SmartRetirement Funds. She specializes in strategy, product development, and messaging. Anne has significant expertise in integrating big data, capital markets and behavioral finance concepts to drive product design. She is a frequent speaker at industry and client forums on subjects related to investing, innovation, individual behavior, big data, and retirement policy.

Bill has comprehensive knowledge and experience in the financial services industry. He has held operational leadership roles with the Federal Reserve Bank – Miami Branch – Fiscal Agency, AMVESCAP Retirement, GPC Securities, Inc and Fidelity Investments Workplace Investing. Bill has a track record of leading teams to drive change and client satisfaction through value-added optimization of business processes and alignment of service capabilities with client focused activities. He is a results oriented leader with proven success in the project and program management and the implementation of strategic and regulatory solutions.

Christie works behind the scenes to enable the success of My Corporate Ally. She has previously held administrative roles at several different corporations, including Siemens and BridgePoint. She excels in polishing presentations, white papers, proposals, and other documents into professional, customer-ready materials. She also manages WordPress websites, executes marketing campaigns, and oversees the technology needs of our consultants. Christie enjoys learning and deploying new technologies and is a PowerPoint expert. Her skills include project management, proofreading and editing, website creation and maintenance, and MS 365 applications.

Megan is a proven leader in the financial services industry. She has held leadership positions at TIAA and Ascensus, focusing on product strategy, product lifecycle management, offer management and market segmentation. She is recognized for aligning products to meet client needs in support of organizational goals. In addition, Megan is highly skilled in leading large, complex, cross-functional teams by building effective relationships within an organization. She also has a proven track record in business process re-engineering and change management.

Andi is an accomplished senior leader with a strong background in mutual funds with a detail oriented approach. Early in her career, she served as the CFO of the family of mutual funds at Raymond James Financial with considerable experience in operations and accounting.  Later she was the CCO at an investment advisor, establishing and implementing an effective compliance program. Andi currently resides on a variety of mutual fund boards as an independent trustee and as the financial expert. Her analytical and strategic skills allow her to approach challenges in a methodical manner. She maintains an active CPA license in Florida.​

James has held numerous leadership roles in the Financial Services industry, including CEO of a Digital Bank, President of an Advisory business, President of multiple BDs, and Head of Customer Experience for a top 5 Retirement Plan provider. James has driven enterprise transformations around customer focus, advisory services, and financial wellness at firms like TIAA, Voya Vanguard, Wells Fargo and more. At each of these firms, James has consistently identified and unlocked new sources of enterprise value amidst complex corporate environments characterized by highly matrixed organizations, cultural resistance to change, and product-oriented systems and businesses.

Susie is an experienced consultant with cross-functional experience in Lean Six Sigma, process improvement, program management, project leadership and change management. She has held management, Director level and VP positions at General Electric, JPMorgan and Raymond James Financial. At MCA, Susie has consulted with clients to streamline processes and deliver cost reduction strategies across Operations and Technology teams. She has developed the framework for multiple Quality programs for several teams and organizations. Her key areas of expertise include team building and relationship development while overseeing both small- and large-scale process improvement initiatives.

Gordon is a proven strategic leader with deep expertise leading large-scale initiatives and operations in the financial services industry. He has held management and director-level positions for Infosys, T. Rowe Price, Aon Consulting, Invesco, Merrill Lynch, the Hartford, and SunGard Consulting. Gordon has exemplary knowledge of retirement administration and the ability to analyze, simplify, and communicate complex solutions. His skills include product and solution design, project management, business intelligence, sales support, vendor management, offshore delivery, book migrations, and process reengineering.

Suzanne is an experienced B2B and B2B2C strategic marketing professional with in-depth knowledge of the content and positioning financial services providers need to attract, retain and grow institutional relationships. She has held senior positions at Fidelity Investments and TIAA ranging from institutional proposal team management to creating insight-based B2B thought leadership. She is adept at understanding and optimizing the end-to-end client experience and using that knowledge to create marketing messages that resonate and strategies that recognize the complexities of B2B sales. Her skills include customer research, campaign strategy, content development, product marketing and message simplification.

Crystal has held senior leadership positions with Transamerica Life Insurance Company and TATA Consultancy Services. She is an accomplished senior operations leader with a history of management versatility, adept at adding enhanced value and producing results. Recognized as a change agent, Crystal quickly identifies opportunities and successfully implements impactful solutions. She is an experienced project leader with a proven record of accomplishment for on-time, on-budget implementations. She is known to be a valued client service and marketing partner with operational skills and credibility who assists in turning prospective clients into partners.​