Serving clients primarily in the area of Change Management including expertise in change strategy and planning, communications planning and execution, training development and implementation, and project management.Industries include Financial Services, Energy & Utilities, and Retail & Consumer Products.

Mobile application strategy and marketing• Evaluated and provided recommendations for mobile application by performing competitive analysis, evaluating tracked data based on key metrics, and designing and applying a Mobile Gaming Application Success Framework• Developed marketing plan for application to increase downloading and user engagement to enhance brand awareness• Designed new mobile applications for affinity partnerships and created internal pitch decks to enhance partner relationships and increase sales• Wrote Marketing Playbook for mobile applications to improve marketing channel selection process

Led compliance department and product and process improvement; aided in sales and marketing for all services offered.• Managed and trained compliance team of five employees on ERISA, Health Care Reform, Wrap Plan document creation, and Form 5500 filings• Designed, developed, and tested web application software for generating Wrap Plan documents online over two-year period, resulting in $216,000 of revenue • Led team meetings to promote effectiveness and efficiency in process improvement, reducing project duration by 66% from an average of 6+ to 2 months• Sold Wrap Plan and Form 5500 services to new clients and renewal accounts• Supervised staff conducting compliance consultations with clients, analyzing data, answering complex compliance questions, and communicating with over 100 broker and client accounts• Recruited and interviewed seven candidates for open positions• Wrote, designed, and updated templates for ERISA health and welfare Wrap Plan documents and procedural manuals• Managed an average of 55 active client projects• Coordinated and led multiple in-person and online presentations and training sessions for brokers and potential clients across United States • Wrote and designed storyboard and performed script for two-minute marketing video for web application software • Advised sales department in determining and quantifying services for potential clients• Created sales and marketing tools for brokers and clients• Evaluated and determined price increases for all services offered for 2013 with sales department and company founderCompliance Specialist: Feb. 2010 - May 2011

• Analyzed SunTrust’s current IT Service Management (ITSM) processes and compared with Information Technology Infrastructure Library (ITIL) to maximize effectiveness by utilizing industry best practices• Documented nine ITSM processes and interfaces in Rational Method Composer (RMC) and Microsoft Visio for improved communication and efficiency within IT department• Created RMC training guide for use by ITSM team