Beth O'Brien Email & Phone Number

Philadelphia, PA, US

Bryn Mawr, Pennsylvania, United States

Baltimore, Maryland Area

• Hired to lead global cross-functional teams to deliver strategic priorities and increase firm project execution capabilities for the $1T asset manager. Role expanded to include Process Improvement and Change Management.
• Led initiative, comprised of 30+ small project teams, across Finance, Technology and Distribution to deliver $70M in operating efficiency. Developed governance structure to monitor and communicate execution status.

Philadelphia, PA

Recruited to lead Finance & Strategy for two distribution organizations: a wholesale unit with $15B insurance sales through 63,000 financial advisors; and a retail unit, the 5th largest Independent Broker Dealer, generating over $800M in revenue. Managed a 5 person senior management team, with oversight for a 60-person staff charged with achieving the.

Richmond, Virginia Area

Defined and implemented the life product development strategy for term, universal life and linked benefit product lines. Led the innovation and development of new life solutions that fill consumer and distributor needs and drive profitable new business. Developed overall value proposition, product design, and commercialization strategy. Performed ongoing.

Richmond, Virginia Area

Reporting to the President of Insurance Distribution, oversaw all strategic planning, critical initiatives and product launches as well as sales operations & administration, including compensation, reporting & analytics, training, communication, sales process & technology for over 1,000 sales people delivering $2B sales.* Key team member that redesigned.

Richmond, Virginia Area

* Outpaced industry sales by offering tailored agency support which included: dedicated sales and/or service resources, proprietary products, and targeted marketing campaigns with innovative sales ideas and point of sale tools.* Drove rapid responses to changing market, customer and competitive dynamics through weekly market intelligence meetings between.

Richmond, Virginia Area

Led critical increase in brand image during IPO process with delivery of proactive and enhanced advisor support. Managed an 8 person leadership team, charged with enhancing customer focus through improved call quality and problem resolution cycle time while increasing productivity across a global team of 150 associates. Delivered significant gains in.

Richmond, Virginia Area

Hired to build new business processing for innovative, unique retirement product. Success in role led to a broader opportunity; consolidating application processing of all 4 product lines and decreasing unit costs by 15%. Managed a global team of 120 associates that processed 42,000 applications and $3 billion in premium, developed and maintained.

Richmond, Virginia Area

Drove company initiatives using Six Sigma methodologies. Managed 4 Black Belts and coached 100 associates through their quality projects. Awarded Master Black Belt certification and top management award for bottom line impact of projects.

Richmond, Virginia Area

Led 7 teams, totaling 40 people, across the globe to select a business intelligence (BI) technology enabler, redesign processes, build a data warehouse with visualization tool and develop the project communication, training and implementation plans.

Various Domestic And Global Locations

Leveraged technical audit background to cover wide array of industries: power generation, leasing, credit cards, bond and P&C insurance, and reinsurance. Three annual engagements focused on company initiatives or financial audits. Financial audits focused on cash, accounts receivable/payables, reserves and revenue recognition to ensure compliance with.

Stamford, CT

Selected for a 2 year, management trainee program that included technology and leadership training and six month rotations in different technology areas.

Bachlors Of Science

Managers Development Course

Advanced Leadership Course