• (Feb 2019 - Current) Supporting several companies in diverse industries focused on the company's biggest challenges and strategic vision including Merger & Acquistion integration, aggressive product development, business operation improvements (efficiency, technical maturity, continuous improvement), PMO/Program/Project Management mentoring and coaching and fractional chief-of-staff support for C-Suite Leaders. • (Apr 2018 - Feb 2019) As the acting Chief Operating Officer for ListenTrust, led a turn-around initiative positioning the business for acquisition and presenting to several suiters. Reorganized/right-sized the operation (improving cost), established management hierarchy, applied senior leadership bonus program based on gross-profit goals, implemented KPIs cascading into team goals, mitigated a mis-conduct lawsuit, resolved client-facing operational issues, transitioned the bottom-line loss in Q2 2018 into profit by Q4 2018. • (Apr 2018 - Feb 2019) Director of Portfolio Program Management (PMO) Supporting NCDF/Zivaro Holdings. Establishing long term roadmap, formed template documents and supported the end-to-end consulting life-cycle processes.• (2012) Business Intelligence Consultant for a Denver-based bank establishing priorities for ongoing growth, system mergers and collection of data in a single data warehouse.

Denver's Project Professional's group. A place for PMO professionals to share and support each other, regardless of industry. The group hosts quarterly round-table events with challenging topics for discussion and collaboration. PM professionals are available to professionals of all levels and roles leveraging project management skillsets to support execution. This is an open forum to help and seek help. Learn and share.

Supporting a client in financial services as a consultant executing the roll-out of a Conduct Risk program including updates to code and policy, formalizing key conduct risk definitions, improving/establishing processes and implementing an analytic dashboard for executive and board reporting.

Support back-office fundraising activities

Responsible for Reed Group's enterprise product and program portfolio, including the day-to-day operations of the ePMO and product owner teams. Focused on strategic initiatives and product vision to develop, oversee and help support ReedGroup's vision with short- and long-term plans.

Responsible for Reed Group's enterprise program/project portfolio and the day-to-day operations of the Enterprise Program Management Office (ePMO). Focused on strategic initiatives to develop, oversee and help implement programs and projects that support ReedGroup's vision and short- and long-term plans.

Responsible for Reed Group's project portfolio and the day-to-day operations of the Enterprise Program Management Office (ePMO). Working across enterprise departments and applications to execute defined deliverables for program/project completion. Leader, coordinator, and facilitator of prioritizing programs/projects, providing direction, managing teams, vendor management, evaluating performance, and helping to drive overall direction and strategy.Most recently (2016) led the Transition Management Office (TMO) which executed the program of integration activities required to complete the acquisition of AON Hewitt’s Absence Management Business. The portfolio of programs/projects included: Data center migration, company rebranding, operation tools & services deployment, establishment of technology and equipment across six North American sites for 1300+ colleagues.

Responsible for the day-to-day operations of the Project Management team. Working across team applications to execute defined deliverables for project completion (including product management, implementation, development, quality assurance, production support, operations, account management and technical operations). Function as a leader, coordinator, and facilitator for the department, assigning projects, providing direction, managing a team, evaluating performance, and helping to drive overall direction and strategy for the department.

Development Scrum Project Manager responsible for leading the development in Reed Group’s iAM SaaS software suite. Working closely with leaders in Professional Services, QA, Product Development, and Production Support coordinating all product development efforts and ensuring that product releases are completed on time, to spec, and with high quality. Lead daily scrums with the extended product team and acts as a champion for Reed’s Agile development process.

Contract Project Manager overseeing migration from homegrown tracking system to TFS.

Project Manager overseeing Enterprise Risk Management portfolio, including a $6.5M initiative to implement a district wide data warehouse – high priority/visibility. Manage development projects enhancing 10+ year matured BI/DW environmentManaged 2,926+ hours of IT and business improvement projectsEstablished team-level resource planning, leveraging accurate team capacity for short and long term scheduling.

Managed 100’s of IT and business improvement projects for external insurance industry clients and internal investments including defining/initiating efforts, assigning Project Managers and overseeing portfolio cost, schedule, and performance.Primary client’s included Met Life, Pacific Life, Humana, Erie Family Life, Fidelity and Guaranty Life, Lincoln Financial, Sun Life, Transamerica and Legacy Financial Group supporting individual and group financial brokerage productsUtilized SDLC, Sprints, modified-Agile, waterfall and a mix of hybrid PM methodologies to complete customized software solutions.Managed projects using IT technology tools: Mainframe/LifeSys, web-design, HPQC and other Dell/Perot Systems proprietary open systems. Specialist in resource planning, requirements management, and business process optimization.Coached, mentored and led personnel within technical teams. Built credibility, established rapport, and maintained communication with clients at all levels including Executives, Managers, Processors and Agents to earn a strong reputation for delivering quality on time and within budget.Presented weekly Dashboard reports on programs and drove client governance/change control and communication. Managed client project prioritization process.Extensive travel to client and international offices.

Managed a platform conversion, built administration teams and managed business transitions.Led initiatives to roll out new products, service lines, web services and new agent services.Responsible for contract management, performance metrics, and monthly P/L tracking.Led major client initiative that included new product rollout, web self-service, agent training and process redesign that resulted in 50% increase in production volumes and shrinking of service times from over 30 days to under 2 days for key metrics (Erie Family Life)Initiated administrative change control process including documentation, communication and organization. Established SLA and Metric tracking.International travel to train global team on insurance, processes and testing. Traveled frequently to train agents and MGAs on new products and processes, including a 4 month “Road Show” publically speaking on behalf of the client to their sales force. Worked as a liaison between client, administrative and development teams, breaking down communication barriers and encouraging flexibility within cross-sectional projects.Provided business consulting, knowledge expertise in strategic performance management methodologies, product/process development consultation and process assessment.

Implemented and managed shared resource pools to increase productivity.Developed web based training and trained remote clients and offshore teams.Functional analysis of business processes to define client requirements, create Functional Specifications and increase team productivity Trained teams on non-qualified and qualified annuity products including Traditional IRA, Roth IRA, SEP-IRA, 403(b) TSA, 401 plans and structured settlements.Trained teams on both financial and non-financial processing including year-end tax reporting, compliance and security.

Supervised New Business functions, maintained Service Level Agreements, developed department procedures to improve quality and productivity, closely evaluated compliance regulations, served as department functional analysis and assisted with special projects.Worked with top producing agents on a daily basis through a concierge program. Delivered on high expectations and provided excellent customer service.Worked as a processor and customer service representative to obtain pre-issue requirements needed to issue Annuity contracts.Part of the teams for SAS70 Type II and ISO certifications.

Chairperson in charge of organizing and establishing entertainment for the Hope Gala. For this specific event, I organized a “casino” night, music, games and special guests to help attract donors for the Susan J. Komen fund. In addition to the entertainment specific responsibilities, I partnered with the rest of the Chairpersons to complete all necessary miscellaneous tasks to throw a successful charity gala event.