• Provided program leadership, direction, and oversight for the company’s first ever Group Enrollment Platform implementation, supporting the company’s largest carrier relationship.• Drove all aspects of the successful planning and contracting for the addition of 3 Group Benefits Life products. This included timeline, staff augmentation, scope, overall roadmaps, and alignment of work allocations with SI partners by product and work stream• Served as the single point of accountability for leadership, escalation, and problem resolution across multiple program workstreams, providing coordination between EIS, SI partners, and carrier. Responsible for the overall success of the program which was implemented.• Refined program approach and methodology including performance execution, governance, and reporting to ensure collective commitments were upheld.• Repaired, improved and developed strained relationships across competing organizations and department units, both business and IT.-Successes include bringing a brand-new software product to market (Group Enrollment), creating the pathway for 3 new products to be added to the company’s largest carrier relationship, and refining process and procedures that will be the new go forward standard practices, gaining significant efficiencies.

• Program lead for preparing the Life organization for separation from AIG; Including managing application infrastructure upgrades, decoupling applications and integrations, and migrations that include the numerous layers of corresponding integrations to AWS cloud with minimal disruption to existing customers and business stakeholders• Led all remediation of the Life organization’s production environment, stabilizing, and fortifying the environment for separation, including defect management and policy level corrections

• Program lead managing large divestiture activities including infrastructure upgrades, migrations, and performance tuning enhancements to allow for core applications and systems to expand by 400%.• Customer Advocate and Product Owner that led teams of 30+ to initiate, scope, prioritize, and drive projects to replace the Life organization’s digital technology platform, replace and enhance both agent and customer websites, and create a first of its kind, completely digital submission process, including non-invasive algorithm-based underwriting.• Led automation team to create a single capture platform leveraging Intelligent Data Recognition (ICR) resulting in significant reduction of manual processing and handling (paper, fax, email, and electronically submitted documents)• Project lead to add recurring credit card capability to new strategic administration platform for product migrations in order to sunset legacy administrative systems resulting in increased revenue, new automation efficiencies, and significantly reduce support costs.

• Program lead managing the replacement or enhancement of 6 legacy applications and systems into a state-of-the-art consolidated technology platform and integrations with reduced complexity and cost to maintain.• Co-led the formation and hiring of an offshore resource team of business analysts and quality assurance testers• Managed time allocation, resource to role alignment of both internal and external resources that are located domestically and internationally• Led budget allocations and forecasts for small team of project managers and developers in niche IT group

• Managed complex and technical solutions within the Life eInitiatives team including image and data submission models, online customer facing electronic application submission solutions, and our paramedical vendor/examiner electronic solutions. These projects provide an average of 100,000 application submissions annually. • Liaison and account manager for complex agency relationships to achieve submissions goals and integrate the best fit technology solutions. Accounts include many direct marketing and national accounts like Edward Jones, UBS Financial, Chase Bank, AIG Direct, SelectQuote, AccuQoute, TMA, Crump, and many other agencies as needed.• Partnered with key industry vendors to develop leading solutions in the Life Insurance industry. Vendors include Ebix, iPipeline, ApplicInt, Paperclip Imaging, and paramedical companies such as ExamOne and Apps Paramedical.• Assisted in managing enhancements to implement eSignature and voice Signature solutions for our distribution partners.

• Managed complex and technical solutions within the Life eInitiatives team including image and data submission models, online customer facing electronic application submission solutions, and our paramedical vendor/examiner electronic solutions. These projects provide an average of 100,000 application submissions annually. • Liaison and account manager for complex agency relationships to achieve submissions goals and integrate the best fit technology solutions. Accounts include many direct marketing and national accounts like Edward Jones, UBS Financial, Chase Bank, AIG Direct, SelectQuote, AccuQoute, TMA, Crump, and many other agencies as needed.• Partnered with key industry vendors to develop leading solutions in the Life Insurance industry. Vendors include Ebix, iPipeline, ApplicInt, Paperclip Imaging, and paramedical companies such as ExamOne and Apps Paramedical.• Assisted in managing enhancements to implement eSignature and voice Signature solutions for our distribution partners.• Led projects for many electronic policy delivery initiatives including customized agent tools, case by case functionality, and the ability to make payments via credit card in an online, electronic payment solution• Led project for many cross functional projects including process improvement, redesign, and restructure of disbursement, title, and correspondence processing

• Managed multiple bank branches with varying responsibility and direct reports ranging from 7 to 19 employees.• Managed all day to day branch functions and implemented bank policies and procedures• Performed performance appraisals, salary recommendations, training, development and motivation of employees, and discipline when needed• Developed deposit and loan portfolios consistent with the growth objectives through sales calls and maintained a high level of customer service • Conducted in-depth review of financial statements for large commercial loans; assess the liquidity, market position, and overall business climate to estimate future profitability; prepare loan presentations that summarize findings and presents to Chief Credit Officer on all commercial loans-Successes include growing branch deposits and loan portfolio by 15%, Employee of the Month, and “Quality Service Leaders College” graduate

• Oversaw a team of employees, scheduled weekly jobs, planed daily objectives, created and distributed all marketing and advertisement materials, improved efficiency, oversaw all purchasing, conducted training, lead communication with clients, and made final decisions on discrepancies in everyday activities.-Successes include reducing costs by 10%, and reducing job completion time by up to 30%.