Jaclyn Lichtman Britchkow

About Jaclyn Lichtman Britchkow

Versatile leader with 20+ years of financial services and banking experience Proven success in Strategic Planning, Expense Management, Compensation/ Incentive planning, Financial Management & Modeling and Project Delivery roles Experience in developing and managing high performing teams Successful track record taking on new responsibilities with steep learning curves with speed and ease Expert in finding process efficiencies, improving employee engagement & building strategic alignments Team player who delivers on key asks, adapts easily to shifting priorities while managing stakeholder expectations Strong work ethic with exceptional organizational skills and meticulous attention to detail

Experience

1. Vice President, Senior Manager Business Strategy Lead, Commercial Strategy & Effectiveness

   TD

   Dec 2022 — Present · Mt. Laurel, NJ, US

   Strategic partner across the Commercial Bank in the Office of the Head of the Commercial Bank, designing and delivering roadmaps to drive long-term growth and client retention• Support Anti-Money Laundering initiatives by identifying process inefficiencies and implementing improvements, enhancing compliance and ensuring sustainable business practices• Responsible for delivering presentation materials and supporting documentation for Commercial leadership updates, including Monthly Operating Review to CEO, quarterly reporting to Board of Directors and Regulators• Primary liaison between U.S. Sustainability and the Commercial Bank, ensuring timely completion of enterprise-required tasks for Enterprise Sustainability and the TD Community Impact Plan (CIP), a three-year plan providing $20 billion to support various lending, philanthropic grants and other investments in diverse and underserved communities• Accountable for the delivery of Commercial-owned contributions to the annual TD Bank Group Sustainability Report, status updates on the achievement towards the Commercial CIP targets and the successful deployment of high-impact strategic initiatives, ensuring alignment and timely execution• Driving development and execution of Market Advisory Councils, local councils with market community leaders in Boston, New York City, Philadelphia, Washington,D.C. and Miami. Collaborating with regional leadership to establish councils and organize semi-annual meetings for updating communities on TD\'s achievements in the market and providing opportunities to receive feedback-exchanging ideas and collecting concrete, actionable recommendations• Deliver the Annual Environmental and Social Risk Attestation, working with Line of Business Risk Partners to provide evidence for the Commercial Bank\'s compliance with different aspects of the risk policy• Delivered Small Business Strategy proposal highlighting business growth and talent retention for the Head of Commercial Distribution

Education

• Cherry Hill High School East

  High School Diploma

  1992 — 1996

• University of Michigan - Stephen M. Ross School of Business

  Executive Education - Maximizing Your Influence and Persuasion

  2021 — 2021

• University of Michigan - Stephen M. Ross School of Business

  Executive Education - Emerging Leaders Program

  2015 — 2015

• University of Michigan Business School

  BBA

  1996 — 2000

• University of Michigan - Stephen M. Ross School of Business

  Executive Education - The Positive Leader

  2018 — 2018

• University of Michigan - Stephen M. Ross School of Business

  Executive Education - Accelerated Management Development Certificate Program

  2023

Skills

• Project Coordination
• Expense Management
• Forecasting
• Managerial Finance
• Financial Reporting
• Fixed Income
• Microsoft Office
• Budget Process
• Cross-Functional Team Leadership
• Equities
• Financial Modeling
• Finance
• Event Management
• Analytics
• Financial Analysis
• Project Management
• Pmp
• Project Planning
• Networking
• Investment Banking