Portfolio Manager
Partnered with business and technology leaders across Truist Insurance Holdings (TIH) to enable process improvements by leading system rewrite and consolidation efforts in the wholesale and retail lines of business. • Supported TIH in initiating a second three-year plan in 2022 to build upon the successful completion of the original Insurance Holdings Optimization Program (IHOP) initiative. Surpassed EBITDA targets by $7MM in 2022 and exceeded expectations in 2023.• Collaborated with the business in execution of multiple M&A initiatives. Led team to manage the integration of eight acquisitions from 2020 through 2022 into TIH’s environment to ensure operational efficiency.• Recruited to assist TFC in preparing tactical and strategic objectives needed to realize $750MM in cost savings over 12 to 18 months while also supporting Insurance Independence Readiness activities for TIH.