Manage the Allianz Partners US mobile portfolio of application and service offerings for both B2C and B2B customers in the travel insurance line of business. Includes direct US product ownership of TravelSmart, a global award-winning mobile app available in both iOS and Android platforms as well as other service integrations available to our travel partners. Partners with global teams across Allianz Partners and Allianz Technology to deliver integrated platforms servicing multiple markets and channels. Responsible for the large scale program transition of B2C digital and web applications in travel and bankcard business to a global platform headless content management system. Manages scope and prioritization across technical and business resources to drive results and solutions that deliver superior digital experience to meet customer and client partner needs.

Led corporate projects and programs to deliver IT solutions for finance, product, and operations. Responsible for working with business owners to build business cases, scope effort, plan deliverables and milestones, and track and report on progress.

Managed the onboarding of several large regional societies in North America, Europe, & Asia onto the Salesforce.com and Membernation Association Management platform. CFA Institute is a global association of investment professionals embarking on delivering an integrated CRM and association management platform to its internal employees as well as local societies.

Collaborate with product managers, solutions analysts, and IT to deliver online rewards platforms to clients in financial services and other industries. Experience in waterfall, iterative, & agile based delivery methodologies. • Led team to design, build, & deliver online rewards offering allowing Connexions Loyalty to enter into a new market for health & wellness programs targeting employee wellbeing.• Managed health & wellness implementations at 4 new clients, delivering integrated rewards program and fulfillment to employers with more than 1000 eligible lives. Worked directly with clients to outline project plans, coordinate design, build web service integrations, complete user acceptance testing, draft marketing materials, and develop rollout strategy.• Directed project to build platform of rest based services and batch jobs for order catalog and fulfill-ment processes leveraged by multiple clients• Led project to update branded online rewards platform to be ADA compliant for a large financial in-stitution.• Worked with internal IT, offshore contractors, and external vendor to deliver product targeting online fraud. Currently leading effort to implement this program at the 4th largest bank in the U.S. • Executed project to build online claims servicing application to a large and well known financial ser-vices and credit card issuer in the U.S.

Partnered with sales and marketing to implement multi-million dollar capital projects to improve sales effectiveness. Managed teams of technical employees, offshore contractors, vendors and business resources to define requirements and implement solutions on integrated technology platforms. Involved in annual planning cycles to assess feasibility of future projects, develop estimates, and outline work streams and resource needs. • Managed $2.7mil Retail Channel Productivity Program, working with an agile team of company and vendor resources in web, infrastructure, Java, and Salesforce.com expertise to build an integrated lead order, distribution, and payment application from the ground up in four months. Completing the project improved business profitability by over $7mil in just 6 months by offsetting increased marketing costs. • Worked with business, ETL, and data warehousing teams to build a database and analytics platform to facilitate sales dashboards and reporting on firm and agent performance.• Managed a CRM system conversion from Siebel, implementing Salesforce.com for direct to consumer sales organization for over 700 sales agents and 23 regional sales offices. • Coordinated CRM enhancements program across multiple project managers, delivering a business planning and campaign management process for wholesalers as part of a $1mil program spend. Worked to define requirements and translate to technical specifications for rapid agile development of an integrated Salesforce.com and Google Maps application.• Worked with product managers and operations to outline business process and requirements for building a new case setup workflow process as part of a major product launch, coordinating with other project managers and applications impacted. • Developed project management and system development lifecycle standards for the organization as part of a cross functional group, mentoring and coaching other project managers to adopt best practices.

Developed and facilitated a portfolio management process to improve project prioritization, ensuring a better allocation of human and financial capital to projects aligned with corporate strategy. Worked closely with IT and other key business departments to build and maintain a resource model, enabling visibility to allocation across projects.

Responsible for managing cross-functional projects for business and IT departments and training over 40 project managers both in the PMO and in other departments. Coordinated three year strategic planning process for a capital project portfolio with two-thirds of the projects involving IT.

Configured and implemented project portfolio management software tool in the PMO and IT department, serving as administrator of the software.

Utilized Hyperion Planning and Essbase to maintain financial planning model for company, coordinating across store support departments and distribution to provide expense projections for budget, forecast, and three-year plan. Worked with inventory accounting and distribution to develop allocations to cost of goods by estimating items such as shipment, volume and inventory turnover.

Prepared tax returns for corporations, partnerships, and individuals with sales in excess of $1bil.