• Responsible for the development and maintenance of the bank's custom application portfolio, focused on Digital Banking channels for both Retail and Business.• Spearheaded efforts to scale intelligent automation solutions (Power Automate, MS Forms, Co-Pilot) including (RPA) robotic process automation (UiPath) throughout all areas of the bank.• Partnered closely with financial technology company, Backbase, to build and deliver feature-rich, highly customizable, and extendable Retail and Business Onboarding applications designed to delight and excite both internal resources and customers, expand market share, and grow company revenue.• Collaborated with digital technology consulting partner, Opteamix, to build a software bot for the back-office team's Returned Mail process which greatly reduced manual effort and freed up resources for more value-add tasks.• Administered budget management for software and hardware expenditures in excess of $2.5M annually.• Aligned with business SME's and developers throughout the Agile development lifecycle to ensure project goals, objectives, and outcomes were met.• Developed productive relationships with executives and leaders across all business lines and all divisions to influence how applications and automated processes could enable new sources of value to the organization.• Championed innovative ideas, such as an internal-facing generative AI chat bot, as well as new application development strategies to gain operational efficiencies.• Developed and maintained the integration strategy for application development while also managing the integration of new applications into existing systems and software.

• Responsible for the Marketing Data Warehouse (Teradata) which includes Customer & Producer Analytic Solutions and Marketing Automation applications used for Lead Generation, Journey Orchestration, and Web Data Capture and Analytics.• Experience managing teams of analyst and technical resources ranging in size from 12-20 members in an Agile Software Development environment as well as a Run Production Support team of 4 members.• Successful in managing teams through efforts that span multiple lines and business units to deliver key data projects (more than $2M in annual project spend).• IT Delivery Executive for a project that delivered 55K new and 12K updated advisors into a Salesforce CRM application for Nationwide Advisory Services in only 4 weeks from idea to implementation. Within a couple weeks, a single lead enabled a sale with a $350K premium.• Financial responsibilities spanning multiple applications’ hardware, software, and labor budgets in excess of $3M annually.• Implemented a Run Support Managed Services Agreement resulting in an expense reduction of $700K over a 3-year period.• Accountable for ensuring customer and producer analytic asset compliance with the California Consumer Privacy Act thru several initiatives within Nationwide’s Consumer Privacy Program.• Driving adoption of DevOps tools and practices such as ‘Release When Ready’ that aid in delivering business value quicker thru more frequent code deployments (development line now averaging more than 6 releases per month).• Leading innovation efforts to determine next-generation Analytical databases (Snowflake) in the Cloud (AWS) as part of the data ecosystem.

• Defined customer and distribution partner capability strategy for standard commercial lines through creation of a long-term roadmap (2 to 5 years out).• Developed current state documentation describing customer and distribution partner business processes impacted by enterprise initiatives in commercial lines.• Led a large-scale, deep-dive effort between Marketing and IT to map out interactions and understand the funding model workflow (plan, build, run).• Conducted market trends research and analysis to identify broader trends in customer/distribution partner information management.• Provided strategic direction to Customer Data Governance on the Statement of Direction and Guiding Principles for 3rd party customers stored in the Enterprise Customer Operational Data Warehouse.

• Lead a team of 3 resources in support of customer information capabilities including: party matching, preferences, profile, interactions, contact points, householding, marketing campaigns, enterprise metrics, data quality, data governance, and data hygiene.• Responsible associate management, including performance management, salary planning and administration, training and development, workflow and organizational planning, hiring and placement, and disciplinary actions.• Headed the development of business processes and system functional, non-functional, and information requirements related to analytical assets.• Aligned with business teams and analytical users in determining new data and analytical capabilities needed to improve decision making.

• Oversaw issue management, impact analysis, performance, usage, communication, data quality, roadmap planning, documentation, and engagement for the CKS residing on the Teradata platform.• Developed highly respected defect and research management best practices for opening, prioritizing, driving resolution, and providing status of defects and research items.• Collaborated with Microstrategy developer to build a set of data quality audits and scorecards to monitor data health.• Created the Analytic Access and Activity Dashboard to monitor asset/capability usage and trends across the marketing organization for CKS and CIBI.• Provided high impact communications for releases, defects, outages, upgrades, and incidents to a community of 200+ users, including downstream partners.• Assisted in development and implementation of quality assurance and user acceptance testing plans and procedures.• Collaborated with planning team to design analytic roadmaps aligning with department vision and user needs.

• Designated Business Lead for CKS projects, such as Integrated Agent and Service Channel Hierarchy. • Elicited detailed business requirements to support analytic design and development activities, including conducting one-on-one interviews with SMEs and power users.• Created detailed process maps and lead data discussions requiring user engagement.

• Orchestrated solution development for P&C’s NI Automated Transfers Project ($1M/Tier 2). Project was within the Book Roll Transfer Program and under the Distribution Excellence Mega-Program. • Worked with leadership, project troika, business stakeholders, and others to plan, analyze, integrate existing systems, define scope, develop use cases, write business/functional requirements, and system test deliverables using the company methodology (ESDm).• Guided four downstream System Analysts assigned to the project to answer questions, set expectations on work products and timelines, translate business requirements and processes into detailed functional requirements, and ensure consistent best practices were used.

• Solution Lead for NBH’s Benefits Coaching initiative ($500K/Tier 3). Worked in partnership with upper management, PM, lead architect, developers, and other stakeholders to plan, analyze, integrate existing systems, define scope, develop use cases, write business/functional requirements, and system test deliverables using the company methodology (ESDm).• Designed UI prototypes for the Benefits Coaching application• Supported the creation and execution of UAT and system testing scenarios and cases

• Solution Lead for Nationwide Insurance’s annual enrollment initiative ($500K/Tier 3). Interviewed subject matter experts to elicit and confirm requirements. Developed use cases, diagrams and identified business rules as part of the requirements gathering and requirements documentation activities• Coordinated requirements gathering for decision support tools enhancements using the company methodology (ESDm). Interacted with business, technical architects and developers to complete this effort.

• Assigned to enhance, maintain, and execute company’s proprietary high-performance consumer matching logic process. • Developed and maintained applications and SQL scripts controlled by a series of Perl/Korn shell scripts to be used as part of a batch customer inquiry analysis process.• Processed specific client credit data into databases using a combination of Powerbuilder, Visual Source Safe, and Informatica.

• Elicited and documented business requirements and system functional specifications for the early stages of Northeast Merger of Bank One/JPMC. • Supported creation of user testing scenarios and cases, and participated in the test execution of new software for the check processing area.• Gathered high-level requirements from LOB’s and participated in meetings for the preliminary stages of the Northeast Merger of Bank One/JP Morgan Chase.