• Lead Strategy, Partnerships, and Product Development

Chief of Staff and Director of Strategy for Product and Underwriting in National Insurance, a ~$4B commercial lines business unit

Selected experience includes:• Org. Design: Managed team to develop new organizational design for ~220 employees, generating customer buy-in and demonstrating potential for 10-20% cost savings• New Product Growth: Led team to analyze industries likely to automate, changing their risk profiles. Identified strategies for B2B Product and Underwriting groups to identify new risks and source new partnership revenue• Innovation: Studied the Future of Work to focus innovation on products and businesses with growing / evolving risks• Budgeting: Managed client relationships with Chief Actuaries on project analyzing expense and budgeting practices, allowing Liberty to free up $80-$240M of capital

Selected Experience Includes:• Capital Allocation: Analyzed return on economic capital for Liberty and top competitors to show how capital implications should be included in strategic decision making• Portfolio Optimization: pushed for asset-liability matching of investment income rates given to businesses, which was subsequently implemented across the company• Customer Operating Model: Developed claims staffing model and cross-training strategies to manage service capacity and reduce annual claims adjusting costs by ~$10M• Service Delivery: Helped Chief Talent Officer reduce annual HR costs by ~$3.5M by redesigning the service delivery model, pooling non-strategic HR functions to allow senior Talent Advisors to focus on strategic work

• Built models to price and analyze ~30 potential development and acquisition deals• Created debt and equity investor books for five deals with total costs of ~$190M• Formed growth expansion strategy through market research on cities across the Sunbelt

Selected experience includes:• Developed and managed a project to design new infrastructure for international business to reduce system errors and redundancies, saving team five hours/day• Managed weekly senior management meeting analyzing KPI actuals versus budget• Built models of stock lending positions and clients to identify revenue opportunities• Analyzed vendor charges to business, achieving $600k annual cost savings