People First Technologies has developed technology solutions to increase humanity, inclusion and belonging within organizations.

Provides oversight to Operations and Management Processes. Manages Quarterly and Annual Financial Reporting. Leads Advertising, Marketing and online content updates. Organizes logistics associated with catering and onsite group meetings. The FUN ambassador for the business.

Practice Leader - Diversity, Equity and Inclusion, Operational Excellence and Culture.

Leads cross-functional teams who support TIAA-CREF's largest Retirement plans within a $6.4M operating budget across three hubs - Charlotte, NC, Denver, CO and India. Instrumental in establishing end-to-end Operations teams in support of this Premier book of business, creating concierge level servicing while offering leading edge operational capabilities through a span of control of 100 staff members.Leads teams who manage remittance and contributions (Institutional level) through lump sum and recurring payment processing (individual level).Contributes to strategy, planning and thought leadership through Product Development and large-scale cross-business technology initiatives.

Created an Investment Operations Team to support IIS’ investment-only line of businesses currently comprised of: stable value, institutional income, Institutional Funding and investment products delivered to plan sponsors, third-party institutions and record-keepers.• Built 3 teams (23+ staff) who executed multi-disciplined operational capabilities including fund set-up, maintenance, investment performance, data management, fund fact sheet production, crediting rate processes, institutional funding operations, Portfolio Management, Business Analysis and Operational Risk Management.• Managed teams and operations using established quality, efficiency, timeliness, and control measures. Provided services to enable shared goals of the IIS senior leadership team.• Led operational support to IIS’ over $190B in AUM with more than 50% delivered to third-parties. Anticipated future needs based on business line strategies, external markets, and internal opportunities. Developed complete strategies and responsible for executing the overall portfolio of projects necessary for change, transforming existing processes, technology and resources contributing to more efficient servicing.• Built and executed IIS Investment Operations strategy, vendor management, operating compliance, human and technology resources, policies and procedures, and business continuity planning in support of Product businesses.• Collaborated with IIS business leads, proprietary record-keeper (TRS), Pension and Structured Solutions, marketing, technology, fund accounting, contracts, vendors, industry groups and control groups including law, compliance, risk management, audit, etc.• Contributed critical Operational guidance and insights as a key member of the IIS Leadership team providing support to governance, oversight, strategy and execution to achieve IIS long-term aspirations.

* Led a cohesive team of ~30 on- and off-shore client delivery experts including implementation managers, operations managers, data managers and data programmers to meet Employers' Healthcare data warehousing and anaytical needs.* Provided leadership to support flawless operational execution relative to the client delivery model* Drove initiatives that support client satisfaction and retention * Led operational efficiency and improvements in net income * Actively participated in strategic planning process, including R&D initiatives* Established operational metrics to ensure service levels meet/exceed customer expectations* Managed operations to meet/exceed financial and growth targets and key delivery goals* Provided support to cross-business initiatives aimed at minimizing rework and effectively managing resources* Successfully developed and maintained internal and external matrix partnerships in order to provide the ideal Ingenix client experience.

Led Functions:Business Project ManagementChange ManagementTrainingCommunication

Positions Held:AVP, Strategic CommunicationsDirector, Special ProjectsDirector, Corporate Services, PMO

Positions Held:Solution Integrator Senior Project ManagerProcess CoachManager, Financial and Operational Analysi

• Conducted financial analysis, prepared tax adjustments and returns for subsidiary companies of Aetna. • Provided business analyst support to the development of a system that automated the capital gains and losses tax adjustment calculation process. Gathered business requirements, participated in acceptance testing and implementation activities.