Focused on life transformation coaching, methodology application, media content curation, internet technology and media, global entertainment and publishing, and 3rd world enablement. Services include transformation strategy, research, ideation, new product and service evaluation and development, training, seminars, consulting services, licensing and contracts, operational solutions, marketing.

Continued in the same Sales/Service Enablement Lead role after Bank of the West was acquired by BMO.

Served as a trusted business partner to leaders by developing program plans and solutions to achieve short-term needs and long-term business growth. •Captured, analyzed and reported customer feedback for a multi-million dollar cash management platform transformation. Hundreds of feedback items directly impacted customer-facing platform and product improvements. •Spearheaded written customer complaint compliance and communication to and from Sales and Service channels. Mitigated… Show more Served as a trusted business partner to leaders by developing program plans and solutions to achieve short-term needs and long-term business growth. •Captured, analyzed and reported customer feedback for a multi-million dollar cash management platform transformation. Hundreds of feedback items directly impacted customer-facing platform and product improvements. •Spearheaded written customer complaint compliance and communication to and from Sales and Service channels. Mitigated significant compliance and reputational risks to the company. •Orchestrated development of customer-facing instructional videos and customer migration website with cross-functional management, product, sales, customer service, marketing and technical resources. Show less

Managed the identification, development and execution plan for hundreds of Product Marketing, Communications and Training deliverables. • Led the development of customer-facing migration emails, direct mail, customer data, product guides, instructional videos, migration website and go-to-market collateral and videos with cross-functional management, product, sales, customer service, marketing and technical resources. • Managed creative and content vendors, video vendor, and print and… Show more Managed the identification, development and execution plan for hundreds of Product Marketing, Communications and Training deliverables. • Led the development of customer-facing migration emails, direct mail, customer data, product guides, instructional videos, migration website and go-to-market collateral and videos with cross-functional management, product, sales, customer service, marketing and technical resources. • Managed creative and content vendors, video vendor, and print and digital distribution vendor relationships, including third-party regulatory on-boarding, statements of work, change requests and invoices. Show less

Directed technology-based new product initiatives in the Global Treasury Management product development group. Led large-scale product integration across multiple U.S. Bank business units and with leading insurance and healthcare industry fin-tech partners. Managed planning, budgeting, requirements, Agile API and data integration development, testing, marketing, communications, PR, operations, customer service, and customer implementation activities.

Independent business consulting, Internet technology and media, global entertainment and publishing. Services include business strategy, research, new product and service development, emerging technology application, consulting services, entertainment talent management, licensing and contracts, operational solutions, marketing.

Managed large scale, multi-million dollar transformational change initiatives to redesign and implement new technology and operational processes, new management systems, and new mindsets and behaviors. Facilitated corporate-wide training sessions aimed at enabling peak performance of employees with Emotional Intelligence (EQ) and self awareness and communications tools. Managed the Agile creation of a configurable Universal Preference Center to capture standardized customer preferences online… Show more Managed large scale, multi-million dollar transformational change initiatives to redesign and implement new technology and operational processes, new management systems, and new mindsets and behaviors. Facilitated corporate-wide training sessions aimed at enabling peak performance of employees with Emotional Intelligence (EQ) and self awareness and communications tools. Managed the Agile creation of a configurable Universal Preference Center to capture standardized customer preferences online. Transformed the Marketing Plan Implementation process using Lean tools. Directed Marketing’s Sr. Process and Project management group overseeing technology, process, and creative projects. Analyzed all Marketing processes and launched a new Marketing Resource Management system (Aprimo) to digitally transform all Marketing initiatives. Led cross-functional teams in the analysis and automation of thousands of customer forms, an award-winning New Quarterly Statement., and compliance replacement regulations. Show less

Independent affiliate of a senior management consulting firm. Project lead for multi-million dollar engagements for the U.S. subsidiary of one of the world’s largest telecommunications firms. Led cross-functional teams in cost and product roadmap analyses for a platform of new Microsoft managed hosting products.

Led integration and collaboration between business, technical, and creative disciplines. Lead analyst and project manager for multi-million dollar engagements with Fortune 500 automotive and health insurance companies in the U.S. Led delivery teams through entire lifecycle of business application development. Performed interviews and analyses to align user expectations and business needs with technical capabilities. Led process analysis to optimize and automate business processes.

Senior business analyst for customer loyalty and operational optimization service lines for large entertainment and oil & gas companies in the U.S. and Canada. Developed customer service and escalation processes to support and improve customer and vendor relationships. Analyzed operational processes and found significant opportunities for cost savings and improvement.