Recruited to expand the financial services consulting vertical through business development, thought leadership, and execution of sales strategies. Cultivated a pipeline through contacts and industry expertise to grow sales. Strengthened relationships with multiple key accounts to increase yearly revenue.> Accelerated growth trajectory and stabilized revenue by creating a go-to-market financial services strategy for cloud, data, DevOps, Agile, and IT transformation.> Published thought leadership materials, including a blog, on cloud and security to demonstrate industry depth and differentiate against competitors.

Managed a budget of $10 million and a team of 20 FTEs. Led the business transformation and systems modernization initiatives. Initiated standardization and digitization of the sales process via a financial planning sales tool with integrations into a customer relationship management, electronic application, and data analytics systems. > Facilitated 8 new product launches (including annuity products and open architecture mutual funds) and a new agent commission system for fee-based incentive plans.> Built a digitized sales process through a set of tools to achieve standardization and pipeline predictability. The process achieved 80% adoption within 5 months across 2,000 sales agents.> Reduced new business issue cycle time by implementing an automated Underwriting & Suitability platform.> Decreased operations overhead by implementing a modern policy administration platform.> Migrated a $300 million life policy block to new policy administration system with less than 1% variance.

Motivated a team of 28 FTEs and 30 contractors by defining organizational culture, vision, and strategy. Managed a $15 million budget. Drove faster and more reliable valuation, pricing, and profitability analytics by implementing a new data warehouse.> Increased revenue from $800 million to $1.8 billion by optimizing requirements elicitation, development and testing processes, enabling the launch of 15 new products within 2 years.> Aligned product development with technology rationalization by architecting a $12 million multi-year IT capital investment plan to modernize from legacy mainframe environments to the latest platforms.

Increased span of control to lead technology for Long Term Care, Life, and Annuity claims across multiple sites (San Francisco, Boston, and Richmond). Oversaw $3.2 billion in yearly claims payments to individuals, nursing homes, assisted living facilities, and home health care providers.> Produced $500,000 in savings through business process improvement and Lean process reengineering within the initial 6 months in the role.> Improved operational efficiency by 10% year-over-year through automation.

Focused the IT division on infrastructure integration, brand preservation, and a new business to consumer (B2C) buildout. Built a new consumer sales channel through a $5M ecommerce implementation on Amazon Web Services with a Salesforce lead generation back end.> Nominated for the 2012 Richmond Technology Council’s Technology Innovation award for the early adoption of Amazon cloud technology and other emerging technologies as part of a B2C revenue channel. > Tripled business to business revenue by delivering stronger client-facing technology products. Resolved prior issues of reliability and scalability.> Reduced unit cost from $350 to $160 by streamlining operations and strategically migrating a portion of operations offshore. Established standards and metrics to ensure consistency and quality.

> Developed management skills while in project management, infrastructure, and application development settings.