• Managed the successful implementation of four new products enabling the organization to diversify its product portfolio, attract new clients, and set sales records in two consecutive years• Methodically introduced agile, specifically the Scaled Agile Framework (SAFe), to the Product and Pricing team. The CEO remarked that my team is paving the path for the organization from an agile perspective o SAFe has helped to ensure we are providing the most value to our stakeholders by enabling my team to prioritize efforts within our capacity constraints• Overhauled processes by removing “waste” and introducing automated workflows o For example, a previously manual process was time-consuming and prone to errors. Upon reconstructing the process and introducing an automated workflow, the process is 95% faster and has been 100% error-free

• Introduced Tableau as the primary data reporting solution for the department• Led a team of developers, business analysts, and quality assurance team members in requirements gathering, development, deploying, and maintaining Tableau reports to help ensure data is available to the right people at the right time• Collaborated with Senior Leadership and stakeholders to define the needs of the department from a data perspective, ensuring that data efforts are appropriately prioritized• Leveraged Jira to prioritize, plan, manage, and communicate efforts• Validated the quality of deliverables by instituting the practice of demoing completed stories to myself and then stakeholders• Served as an Agile Change Agent as the department transitioned to the SAFe methodology by educating colleagues on best practices for Agile and leading ceremonies, enabling the methodology and practices to take hold within the department

Responsible for leading exempt fund price updates, implementing data updates, analyzing nonstandard transactions, and communicating exempt fund-related efforts.• Review exempt fund-related documentation, vet and validate calculations on >$1.5B in assets, and analyze the impact of projected activity• Coordinate exempt fund price updates between four separate external business entities• Designed, developed, and implemented a SharePoint-based exempt fund repository resulting in a centralized platform for exempt fund-related efforts and knowledge• Conduct quarterly reconciliation analysis to ensure that transactions are accurately captured across all platforms; analyze and research any variances that exceed defined tolerances

Responsible for analyzing the department’s inventory of procedures and checklists to identify improvement opportunities. Broke down information silos by implementing a centralized procedure knowledge repository.• Spearheaded efforts to review, update, and centralize over 120 of the department’s procedures and checklists by collaborating with 20+ subject matter experts per month, leading to sound policies• Analyzed procedures and recommended opportunities to implement efficiencies while ensuring proper controls were maintained• Designed, developed, and implemented a SharePoint-based Procedures Library which broke down knowledge silos, and allowed policy information to be shared across the organization

Responsible for leading the department's highest-priority initiatives and managing the overall project portfolio.• Proposed and was approved to launch a Project Management Office (PMO) within the department, providing project management resources including project blueprints and project management best practices • Designed and launched a Project Portfolio Management (PPM) automated reporting solution that aggregated information related to the department’s strategic initiatives for the Senior Leadership Team• Devised a project priority scoring methodology to aid key decision-makers in evaluating competing priorities, leading to data-driven decisions• Led cross-functional teams in designing, executing, and implementing solutions; before the department had dedicated project managers, SMEs were tasked with managing projects in addition to their day-to-day responsibilities• Forecasted and secured resources for successful project execution within a shared services operating model; determining potential constraints and navigating risks to avoid failed initiatives

Responsible for leading the company’s Corporate Owned Life Insurance (COLI) product line. • Performed market assessments to identify potential opportunities and threats to the product line• Led cross-functional strategic initiatives ranging from moderate-to-high complexity such as new product developments and deployments, service enhancements, operational efficiency improvements, and system infrastructure upgrades• Managed the implementation and deployment of operating enhancements which enabled the department to expand services without increasing headcount• Served as the product expert to new producers and servicing agencies by leading presentations and detailed discussions regarding the product line

Responsible for the day-to-day activities related to managing the company’s Corporate Owned Life Insurance (COLI) product line. • Proactively undertook efforts that increased efficiencies and mitigated risk related to investment division reporting (performance reporting and quarterly fund facts)• Collaborated with our Field Directors to define a strategic roadmap for the product line • Led product updates required to comply with state Department of Insurance regulations