Focused on helping clients in insurance and insuretechs develop their pricing, sales, and growth strategies through a combination of market research, product innovation, and digital optimization.

• ML/AI Product Strategy: built strategic assessments and technology reviews for ML and AI product development• Go-To-Market Strategy for Startups: developed and implemented efficient go-to-market strategies for startups in insurance, healthcare, and tech sectors• Strategic Data Reviews for Telecom and FinTech: evaluated and optimized data analytics processes in telecommunications and FinTech• ML/AI Consulting Network Member: contributed to a network of experts, providing insights and consultancy on ML and AI applications.

Lead 70 FTE strategy department focused on agile digital transformation of multiple distribution channels, managing $50M budget that resulted in $150M+ revenue annually• Developed and executed a multiyear transformation plan for sales organization, leveraging agile methodologies, AI, and digital enablement to iterate multiple approaches• Led Innovation and Engagement departments (130 FTEs) to build efficiencies and execute agile transformation of the team into 5 verticals, creating autonomous units focused on different channels• Implemented $35M decrease in expense ratio for 400 FTE sales org by aligning compensation to production, introducing advanced call recording/analytics software, and enhancing sales leads using AI• Increased call center revenue by $5M with sophisticated AI call routing algorithms, implemented in 4 months• Added $75M in incremental sales revenue through user feedback sessions to integrate 5 sales systems into one• Patented process to capture sales leads from third-party adjacent businesses via QR codes and sales automation

Lead 90 FTE business unit focused on short-term promotion and incentives, inside sales support agents, governance and compliance, managing an annual $25M budget• Reset targets for 90 FTE analytics and operations team to focus on revenue generation KPIs vs. transactional measurements, creating self-prioritizing teams with autonomy to chase highest revenue projects• Added $150M in revenue by increasing short-term promotion efficiency by 75% and improving agency engagement 5ppts through advanced data analytics and AI-driven segmentation• Leveraged call center team to create $25M additional new business revenue through outbound consultations, while retaining 80% of support center staff during the “Great Resignation” via employee engagement activities• Prevented $10M in fraud by building AI tools focused on value-based prioritization for investigations• Built tech partnerships to capitalize on rapidly changing sales tools environment and integrate AI solutions

Platform business owner, leading 16 FTE cross-functional team of product managers, data scientists, engineers and analysts to create an online B2B/B2C insurance marketplace• Created, developed and launched $20M+ profit-enhancing B2B products, leveraging self-updating real-time GBM models deployed at-scale at a frequency of 3 transactions per second• Increased engineer throughput 25% through improved agile methodologies, in partnership with engineering org

• Improved annual net income $7M by developing an industry-leading B2C renewal pricing engine for $20B US-based luxury apartment real estate investment trust, leveraging AI to predict resident price elasticities• Created B2B lead generation engine to enable $30M sales increase of security services for $13B manufacturer• Drove ~$10M P&L improvement by developing deep-dive analytics and utilizing machine learning / neural networks to create transparency in logistics organization of a $21B global pharmaceutical company

• Improved contract pricing by 7ppts, bottom-line by 3ppts and decreased promotional spending by 3ppts by designing and implementing a B2B AI pricing algorithm for a $70B global logistics company• Provided art-of-the-possible consultation on data and visualization for government medical facilities to improve procurement processes and transparency into overall asset tracking databases • Created proof-of-concept AI predictive models for media, industrial goods, and telecom companies

• Managed team of analysts providing decision support for Knowledge Team• Created and maintained Alteryx / Tableau-enabled dashboard reporting

• Managed team of reporting analysts charged with centralizing executive reports• Lead 5 successful data analysis projects leveraging interdisciplinary teams to create executive reporting • Improved reporting efficiency through strategic deployment of VBA macros and SAS projects

• Created pricing and product strategy for Connecticut, Oregon, and Rhode Island Personal Lines insurance through deep-dive SAS data analysis• Implemented multiple DOI filings improving profitability a combined estimated $2+ MM• Partnered with systems, operations, and sales team to execute profitability initiatives

• Analyzed catastrophe data to provide pre- and post-strategy modeled results to senior business leaders• Decreased strategy development time by 80% (4 days per state) through database integration and VBA automation• Revamped quarterly small commercial catastrophe reporting deck with actionable analytics rather than data points

• Provide accurate, timely, and informative monthly production results and analysis to executive sales team.• Primary contact for management information for 20+ field staff• Liasion between sales force, senior management, and IT developers to enhance available reporting and ensure data quality.• Manage $1.5MM IT projects portfolio

Three-year financial management rotation program.• Third Year Rotation: Management Reporting - Coordinated and created analyst call and Question & Answers package for earnings call- Managed monthly reporting process with IT team to ensure accuracy and address management questions- Optimized monthly reports using Access databases and Excel pivot tables, decreasing processing time 70%• Second Year Rotation: Reinsurance Security - Developed Access database of 1,100 reinsurers, which increased information retrieval times and available reports- Provided recoverable at-risk and exposure analyses for credit committee and bank task force committee• First Year Rotation: Personal Insurance Finance - Home Office Regional Financial Officer- Created quantitative framework for regional performance metrics and SE hiring model, focusing budget and resource allocations discussions toward production and effort-based analysis- Implemented improved controls and procedures for new business overrides and book transfers through cross-functional team collaboration to satisfy SOX and Audit requirements- Automated monthly regional budget and expense reporting from TM1, decreasing report creation time 90%- Developed, with team input, ROI and cost-benefit analysis tools to quantify effects of marketing initiatives

• Analyzed student loan balances for historical statistics as well as forward-looking predictive modeling.• Reconciled quarter and year-end loan origination amounts for 10Q and 10K reporting.• Created SOX compliance metrics and procedures for loan origination data

• Provided business analytics and marketing data to reach current and future customers.• Created cost benefit and ROI analysis for product literature aimed at major telecommunication providers.• Managed a marketing research intern to identify 50 potential new customers.

• Analyzed surveys, employment data and created statistical reports to comply with federal disclosure laws.• Converted Excel data into a searchable Access database, improving data retrieval speed by 100%.• Created Power Point presentations which trained 400 employees about federal and state employment law.