𝘞𝘪𝘵𝘩 >$12𝘉 𝘪𝘯 𝘢𝘯𝘯𝘶𝘢𝘭 𝘢𝘯𝘯𝘶𝘪𝘵𝘺 𝘢𝘯𝘥 𝘭𝘪𝘧𝘦 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘴𝘢𝘭𝘦𝘴 𝘢𝘯𝘥 2300 𝘦𝘮𝘱𝘭𝘰𝘺𝘦𝘦𝘴, 𝘈𝘭𝘭𝘪𝘢𝘯𝘤𝘦 𝘓𝘪𝘧𝘦 𝘪𝘴 𝘱𝘢𝘳𝘵 𝘰𝘧 𝘢 𝘨𝘭𝘰𝘣𝘢𝘭 𝘪𝘯𝘴𝘶𝘳𝘢𝘯𝘤𝘦 𝘢𝘯𝘥 𝘢𝘴𝘴𝘦𝘵 𝘮𝘢𝘯𝘢𝘨𝘦𝘳 𝘸𝘪𝘵𝘩 126𝘔 𝘱𝘳𝘪𝘷𝘢𝘵𝘦 𝘢𝘯𝘥 𝘤𝘰𝘳𝘱𝘰𝘳𝘢𝘵𝘦 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳𝘴 𝘪𝘯 >70 𝘤𝘰𝘶𝘯𝘵𝘳𝘪𝘦𝘴, 𝘰𝘷𝘦𝘳 155,000 𝘦𝘮𝘱𝘭𝘰𝘺𝘦𝘦𝘴.Accountable for overall company operations, and budget of $365M. To former role added leadership for Information Technology, Central Project Office, Cyber Security, Procurement, and key strategic corporate and global initiatives; led 1,000+ FTEs on and offshore. As part of global COO community, managed relationship with Allianz parent in Munich. Member of Executive Leadership Group, reporting to President and CEO. 🔹 Established strategic vision and roadmap—aligned objectives and strengthened relationships between Operations and IT—one team to execute change effectively and support company growth. 🔹 Partnered with executive team to drive growth in new distribution channels. Over 10-year tenure, total premium increased 58% in all product groups and 112% specifically for Variable Annuities and 181% for Life Insurance. 🔹 Achieved NPS top-down loyalty leader status in all product lines (fixed, variable, and life) in 2021. Consistently delivered digital solutions, cost reductions and elasticity in service capabilities through outsourcing, automation, and self-service that supported record-breaking volume surges. 🔹 Transformed IT delivery and stability; ensured enterprise security at all levels; reduced company cyber risk.🔹 Delivered major projects, including: $100M multi-year Policy Administration System.🔹 Elevated and maintained Employee Engagement scores of 83% to 85% across division over 10-year tenure.

Led all aspects of Operations for Fixed Annuities, Variable Annuities, and Life Insurance products; 650 employees and key vendor partnerships (400+ FTEs). Functions included: new business, transaction processing, customer service, commissions, underwriting, suitability, change management, process management and regulatory controls.🔹 Stabilized Operations and improved quality by 15%, advanced employee engagement from 24% to 83%, and reduced operating expenses by 10% while absorbing increases in volume. Cycle time improved in all critical processing up to 75%.🔹 Offshored transaction processing improved quality and unit cost reductions while maintaining headcount. Increased customer service by restructuring onshore positions to focus on more complex processes.

𝘍𝘰𝘳𝘵𝘶𝘯𝘦 250 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘤𝘰𝘮𝘱𝘢𝘯𝘺 𝘸𝘪𝘵𝘩 12,000 𝘦𝘮𝘱𝘭𝘰𝘺𝘦𝘦𝘴 𝘴𝘦𝘳𝘷𝘪𝘤𝘪𝘯𝘨 𝘰𝘷𝘦𝘳 2 𝘮𝘪𝘭𝘭𝘪𝘰𝘯 𝘤𝘭𝘪𝘦𝘯𝘵𝘴. 𝘈𝘱𝘱𝘳𝘰𝘹𝘪𝘮𝘢𝘵𝘦𝘭𝘺 $1.2 𝘵𝘳𝘪𝘭𝘭𝘪𝘰𝘯 𝘪𝘯 𝘢𝘴𝘴𝘦𝘵𝘴 𝘶𝘯𝘥𝘦𝘳 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘯𝘥 $13.4𝘉 𝘪𝘯 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 𝘸𝘪𝘵𝘩 𝘭𝘦𝘢𝘥𝘦𝘳𝘴𝘩𝘪𝘱 𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯𝘴 𝘪𝘯 𝘈𝘥𝘷𝘪𝘤𝘦 & 𝘞𝘦𝘢𝘭𝘵𝘩 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘈𝘴𝘴𝘦𝘵 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘢𝘯𝘥 𝘈𝘯𝘯𝘶𝘪𝘵𝘪𝘦𝘴 𝘢𝘯𝘥 𝘗𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘰𝘯 𝘱𝘳𝘰𝘥𝘶𝘤𝘵𝘴.Led team of 100+ Project Managers, Business Analysts and contractors related to major technology releases, product introductions and compliance requirements. Charged with improving delivery to advisors, clients and Customer Service Representatives.

Provided strategic leadership for the Marketing investment agenda, resource capacity, technology enhancements and compliance responsibilities. Drove high-profile Marketing projects.

Established and led Project Management Office (PMO) responsible for strategically outsourcing work volume to Asia—creating annual savings of $13M.

Established a second call center site in Salt Lake City; Led project to prepare for Y2K related to advisor/client reactions; Represented company on a global project team to assess outsourcing work to offshore vendors.

Led the analysis process to determine whether company should open a second call center in Utah; Managed staff to assist field office management with training schedules and promoted training opportunities.

Designed, implemented and managed brokerage new business, trading, and networking operations group; Acted as Managing Principal; Managed 16 employees.