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.
- 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.