Director

• Design and own the Integration Management Framework.
• Partner with Corporate Development to participate in due diligence and shape the integration plan pre-close.
• Lead the Integration Steering Committee to ensure cross-functional visibility and accountability.
• Define the integration phases (Day 1 readiness, 30/60/90-day plan, and full assimilation), and develop and maintain the Integration Playbook for repeatable success.
• Build and lead a small but mighty IMO team capable of managing multiple integrations simultaneously.
• Define clear roles and responsibilities across departments (Finance, Ops, HR, IT, Marketing) for each integration effort, and provide leadership, coaching, and clarity to cross-functional leads.
• Develop Day 1 communication and change management plans with Marketing/Communications department.
• Identify risks and dependencies early and develop mitigation strategies.
• Drive execution of integration plans across all functions (operations, HR, compliance, client service, marketing, and technology).
• Ensure employee and client transition plans are executed effectively.
• Track progress against KPIs: client retention, advisor retention, technology migration, and culture metrics.
• Oversee onboarding of acquired team members, systems, and processes.
• Serve as a culture ambassador, ensuring the integration process honors Choreo’s values.
• Develop communication strategies and feedback loops to monitor engagement and sentiment.
• Partner with HR and Internal Communications to reinforce shared values and leadership alignment.
• Analyze outcomes of each integration to refine playbooks and lessons learned.
• Maintain dashboards and executive reports on integration performance and pipeline health.

Director of Integration Management

Managing Director, Construction

Director, Data, Apps & Analytics

Regional Business Director – Electrophysiology

Senior Manager – Investor Relations

Managing Director – Gas Markets