JULIE K. GERSHMAN

917-***-**** ~ addeht@r.postjobfree.com

www.linkedin.com/in/juliekgershman

GLOBAL LEGAL & BUSINESS LEADER CULTURE TRANSFORMATION EXPERT GLOBAL ETHICS PROGRAM CREATOR

Future and results focused leader with a unique combination of experiences as a strategist, associate general counsel, administrative planning officer, employment lawyer, compliance and risk officer, communications driver, business and culture transformation lead, and global ethics officer. Trusted advisor and collaborative team member who identifies and resolves complex issues, builds collaborative relationships across stakeholders and borders, makes decisions and creates and implements effective plans that manage risk, maximize business opportunity and motivate employees. Proactively orchestrate and drive plans that build and deliver value and inspire others to mobilize their unique talents to achieve ambitious goals with integrity. EXPERIENCE

PRUDENTIAL FINANCIAL, INC. 2016 – 2020

Global Ethics Officer

Led global ethics program that positively influenced the ethical behavior and culture of 50,000+ employees across 16+ countries. Revised and trained on global code of conduct and conflicts of interest program, maintained 24x7 ethical concern reporting mechanisms, managed reported concerns through root cause analysis, leveraged data analytics to advance program and inform ethics and leadership training, created engaging ethics and leadership messaging, Sarbanes-Oxley Board reporting, and established the relationship between ethics and achieving strategic talent and business goals.

• Developed and deployed global code of conduct (14 languages/16 countries).

• Integrated leadership training programs to include ethical leadership and its tie to company purpose, customers, and business results. Included behavioral economics theory and academic research into programs.

• Drafted global policies and guidelines on topics including reporting concerns and non-retaliation, discrimination & harassment, conflicts of interest, Technology & AI, and other compliance related topics.

• Created global communications strategy and learning artifacts to establish consistent and continuous messaging. Created training programs for ethics and compliance, including conflicts of interest, harassment avoidance and other compliance topics.

• Managed global matrixed network of 45+ business ethics officers. SOLUTIONJEWELS, LLC 2015 – Present

Founder

Founded consulting firm to drive organizational transformations. Facilitate cultural and human resources practice changes to execute on business strategy, boost organizational momentum and optimize growth. Develop and deliver programs and workshops to address specific business and workforce needs. METLIFE, INC., New York, NY 2001 – 2014

Vice President, Group, Voluntary & Worksite Benefits, The Americas (2011 – 2014) During period of intense business transformation, aggressive growth targets, and increased regulation, led Strategy, Planning & Governance Office accountable for business planning and management, governance, technology, regulatory controls, communications, change management, chief of staff, leadership development programming, real estate, outcome reporting and event planning. Segment generated $18B in annual revenue, $1B in earnings and achieved an ROE above 20%. Led highly effective geographically diverse team.

• Created and led stakeholders through an integrated business planning process to review competitive landscape, drive debate, gain alignment, and deliver a unified plan. Aligned and governed investments and HR talent plan to deliver on near and long-term goals.

• Risk officer responsible for controls in audit, law, compliance, privacy, business continuity, reputation management, government relations and RIM. Created and executed on plans to mitigate and educate on greatest risks while maintaining a customer- centric focus.

• Created integrated communications program, driving education, engagement, and peak performance.

• Led change, engagement and development initiatives for 6,500+ employees.

• Prioritized, managed, and governed $100M+ IT investment portfolio and reduced $5M of ongoing expense.

• Led overall expense reduction initiatives of $80M (+8%).

• Developed real estate strategy resulting in available talent for growth areas and a reduced footprint. Lowered expenses and concentration in high cost salary geographies. JULIE K. GERSHMAN

Associate General Counsel, Litigation Risk Management Group (2010 – 2011) Litigation department leader responsible for global intellectual property litigation, toxic tort defense strategy and asbestos liability management.

• Identified and led tort reform efforts, restructured team, reengineered processes, and re-analyzed historic issues.

• Negotiated for and managed annual spend of $65M+. Identified actions resulting in an 8% expense reduction.

• Led litigation reserving process. Prepared board reporting.

• Led direct team of 10+ employees and extended team of in-house and outside counsel. Assistant General Counsel & Chief of Staff to the General Counsel (2007 – 2009) Managed MetLife’s Global Legal Affairs Department (Law, Compliance, and Government Relations). Managed team of 45+ employees and interns.

• Formulated, documented, governed and communicated strategic plan and initiatives ensuring alignment with enterprise goals. Reorganized and integrated departments realizing efficiencies. Designed change management programs. Drove programs eliminating $12M annual spend.

• Oversaw operations and management of 750+ employees engaged in complex matters advising and operating a global institution. Managed and facilitated all communications programs, operations reviews, presentations, leadership meetings, training, recognition programs, and conferences.

• Chaired award-winning Diversity Committee comprised of initiatives advancing Technology, Continuing Legal Education, Pro Bono Service, Retention and Development, Vendor Diversity, and Mentoring and Onboarding. Created or improved upon programs to increase legal affairs employees’ business acumen and enhance communication skills.

• Led teams that identified and successfully implemented new technologies. Planned and executed the relocation of 300+ Legal Affairs employees.

• Provided legal advice and data analysis to legal and business executives on highly confidential projects. Counsel, Sr. Counsel, Assistant General Counsel, Employment Law (2001 – 2007) Provided innovative, business-oriented advice to executives on employment related matters, including corporate raiding, unfair competition, trade secrets, hiring/firing, leaves of absence, discipline, performance management, privacy, reorganizations, RIFs (WARN), discrimination and harassment, compliance, and wage and hour law.

• Led strategy to resolve complex litigation matters before courts, tribunals, mediators and SROs.

• Conducted investigations and counseled management on the disposition of complaints and compliance issues

(employment, compliance, audit, privacy and securities laws).

• Designed and facilitated training programs on writing, investigations and the law. Drafted pleadings, affidavits, position statements, regulatory responses, agreements and policies.

• Prepared executives for written and oral testimony. Supervised/managed outside counsel and staff. EPSTEIN BECKER & GREEN, P.C., New York, NY 1995 – 2001 Litigation Associate

Counseled clients on litigation strategy and employee policies. Handled matters from pre-trial through dismissal/settlement before courts, SROs, mediators and arbitrators. Areas of expertise: employment law; business-to-business torts; intellectual property; contract law and civil procedure. EDUCATION

Benjamin N. Cardozo School of Law, New York, NY

Juris Doctor (J.D.), cum laude, Arts and Entertainment Law Journal, Symposium Editor; Samuel L. Belkin Scholar University of Pennsylvania, Philadelphia, PA

Bachelor of Arts (B.A.), President/Producer, award winning A Cappella Singing and Recording Group, Off the Beat VOLUNTEER AND COMMUNITY SERVICE

Through Eduquality.org volunteered at Fundación Séptimo Mes, located in Córdoba, Argentina next to a pediatric hospital. Provided meals and clothing for the families of the hospitalized children and homeless members of the community. Taught English (vocabulary and pronunciation). Mentor WOMN LLC. Former Volunteer arbitrator (NYC court system) and Alumni Board member Cardozo Law School.

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