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-Building a state of the art Executive Benefits platform with Agency Management features to handle enrollments, case management, premium payments, beneficiary changes, and more.

Established a business and technology consultancy focused on serving startups and established businesses in the areas of Strategy, Go-To-Market Planning, Contract review & negotiation, Technology, Sales, and Operations.- Worked with GoHealth from April 3rd, 2017 through July 2017 helping them establish a new life focused operating unit.- Advised two InsurTech startups on direct-to-consumer marketing, operations, technology and partnerships. One by the name of Assurance based in San Diego, California, and the other by the name of Mira Financial based in New York City, New York.- Established a direct-to-consumer agent based call center for Appreciation Financial to help school district employees with their retirement planning needs. Built out the entire technology stack from the ground up using Microsoft's cloud based solutions.-Advised First Watch Technologies, a domestic Cyber Solutions Company in the areas of digital marketing, organizational structure, contract review, and financial modeling.-Currently advise, a PropTech focused startup offering a competitive eSign and Workflow solution targeting realtors.-Currently advise, a FinTech focused on round up based savings, debt consolidation, a discount marketplace, and more.-Currently advise, a Lead Generation and Health Insurance agency focused on their Operating Model, Value Proposition, Standarded Operating Procedures and more.

Responsible for revenue generation at Afficiency, spanning Sales, Account Management, Marketing, and Wholesaling. Developed team structure, hired key roles, and crafted a market strategy focused on specific distribution segments, platform partners, and insurance carrier relationships. Implemented new branding and messaging to communicate the company's value proposition, capabilities, and approach clearly, concisely, and consistently. Worked closely with C-Suite internally and externally to define and drive results.

Responsible for Agency Operations at Parachute. Co-lead the US business, turning a concept into a reality by building an end-to-end digital platform allowing customers to quote, enroll and obtain coverage instantly in a matter of minutes online. - Built a fully functional, multi-carrier, multi-line and multi-product cloud-based digital agency platform that allowed customers to receive a digital product offer, easy get a quote, enroll, purchase and receive a bound policy in a few minutes time. Platform video: https://vimeo.com/459039919/4884b9fa0a. - Marketed group and individual products to affinity and professional association groups. - Collaborated with internal stakeholders, partners and advisory firms to develop and execute the go-to-market strategy for the Parachute pilot. - Expanded the business from six initial footprint states to a national agency footprint driven by partner demand. - Developed and managed partner relationships to facilitate and execute Parachute's 'insurance carrier in the cloud' business model.- Served as Parachute's Designated Responsible Licensed Producer in all US jurisdictions and as an Officer on the Parachute Board.

Responsible for helping Affinity and Direct Partners offer life insurance protection to underserved patrons. Areas of focus: - Securing new relationships while actively managing existing partnerships, - Proposal and contract development, - Campaign planning and execution, - Presenting to senior executives, and - New Business Forecasting and Revenue Planning, - Conducting quarterly business reviews.

Oncor Insurance Services, LLC. is a wholly owned subsidiary of Transamerica Life Insurance Company. Transamerica purchased Family Direct Insurance Services in April of 2008.Responsible for strategic direction, leadership, business development and profitability of a top, multi-carrier life insurance direct marketer in the United States. Worked with business leaders within and outside of Transamerica Life Insurance Company across diverse lines of business such as affinity partners, associations, broad market and marketing to existing customers. Established and aligned the company within Transamerica as a best-in-class life insurance marketer and fulfillment center. Supported programs across the life and protection organization for internal business groups and marketing units specializing in selling and fulfilling term, whole, universal life, and accidental death insurance across all states including the District of Columbia. Serviced several existing blocks of business selling supplemental life insurance products.COMPETENCIES: - Strategic Management/Leadership- Business Development- Direct to Consumer Marketing- Association and Affinity Marketing- Customer Direct Marketing (Annual In-Force / Lapsed, and End of Term)- Internal Call Center Referral Programs- Talent Acquisition and Development- Regulatory PCI Compliance- Data Attribution and Analytics- Business Development- Contract review, Negotiation and Execution- Operational Improvements- Compensation and Capacity Planning- IT Planning and Team Oversight

Information technology leader focused on delivering architecture, systems, software and infrastructure solutions for the business, end users and partners. Administered, maintained and enhanced the information technology architecture (websites, web services, network, telephony, desktop application development, dashboards, etc.) to support rapid business transformation. Enhanced our proprietary agency management, marketing, and workflow system (MMS) to measure, track and optimize marketing campaigns and business processes to deliver results. MMS is a CRM, Lead Management, Fulfillment and Business Intelligence system offering deep insight into campaign performance and profitability.Key Accomplishments:- Developed real-time business intelligence dashboards and reporting for quantitative analysis and decision making (cost per lead, premium per lead, revenue per lead, lead nurture analysis, speed to engagement, and employee performance).- Developed the first public facing real-time quote and customer engagement interface for Transamerica.com- Performed business needs analysis, process and journey mapping focused on Scrum/Lean and Agile methodologies- Developed and established APIs for real-time data exchange with business partners and vendors- Integrated Oncor into the enterprise environment for all users and shared services. - Recruited, hired and trained IT professionals to meet the growing needs of the organization.- Responsible for Information Technology Budgeting, Planning, Maintenance and Procurement.- Established the organizations Business Continuity and Disaster Recovery Plans to protect company assets and ensure satisfactory infrastructure availability.

Responsible for planning, developing, implementing and managing Oncor’s digital marketing business focused on home-grown and partner related search engine marketing, search engine optimization, e-mail marketing and behavioral digital marketing campaigns driving broad market, affinity and association traffic. Involved in developing and growing partner relationships to drive qualified leads into Oncor's life team.Key Accomplishments:- Established relationships with lead aggregators to achieve approximately $500K in new business acquisition per year- Focused on performance based marketing tying conversion to cost to generate acceptable ROI- Negotiated and established click through programs with all of the major lead aggregators in the life insurance industry.- Developed social, content and email marketing presence using the company and life insurance carrier brands- Built out custom workflows to connect with interested consumers with an available agent within 5 minutes of the lead action resulting in higher sold rates

Responsibility for systems and software architecture, systems and network administration and software development. Focused on meeting the information technology needs of cross functional clients centered on Lean, Agile Principles. Maintained and enhanced a proprietary Agency Management System (MMS) to meet the ever growing operational, marketing and analytics needs of the organization. An open, scalable solution with custom modules for each department, integrated digital document management, lead nurturing, contact management, campaign management and tracking, lead dissemination, paper and electronic fulfillment, compensation and commission tracking features. Formalized the information technology department by building out a knowledgeable staff with the skills and expertise needed to meet the ever increasing organizational demands. Managed a variety of business and technology projects from proof of concept to tactical implementation. Key Accomplishments:- Flexible and fast time frames from BETA releases to production utilization- Quick campaign setup, testing, and reporting across marketing channels and mediums of response- Worked closely with organization leaders, department supervisors and floor personnel to architect, build, test and improve workflows.- Developed business intelligence systems to collect data for informed decision making- Scaled to 20M plus marketing pieces (letters and inserts) per year using proprietary software

Responsible for overseeing the entire IT department including networking, system administration, web development, security and change control management. In addition, all office systems and remote field systems also fell under the IT department control. Key Accomplishments:- Managed and administered IT environment for more than 120 local and remote employees- Developed a web-based project management solution used to manage fixtures rollouts for clients like Dick’s Sporting Goods and Circuit City producing real time in-field project management, issue tracking and reporting on fixtures rollouts which resulted in vast amounts of time savings each year and new capabilities when bidding on projects. - Completed migration from a mixed Novell and Windows environment to a Windows only domain based environment: increased overall network simplicity and administration

.Startup operations focused on providing technology and software services for public and private sector businesses in the greater Sacramento area. Consulted with business owners to understand business gaps/needs, and then recommended business and technical strategies and solutions. Grew the business from one to fifteen clients within the first year. Key Accomplishments:- Conducted sales functions including discovery, analysis, solution proposal and closure- Developed a unified messaging platform that allowed automobile dealerships to communicate with their patrons via traditional mail, e-mail, text messaging and fax - Performed work in areas including: Accounting/Taxes, Sales, Marketing, Project Management and Support- Responsible for successfully implementing multiple projects including a $100,000 Unified Messaging Solution for a modular office space client. Researched a core idea, evolved, developed proof-of-concept, and successfully implemented on a Nortel PBX system

Developed new and existing client relations for R Systems project sales department for both the public and private sector. Responsibilities included managing the full client relationship lifecycle to include, qualification, initial meetings, need analysis/assessment, defining approach strategies, developing formal proposals, collaborating with 3rd parties, presenting solutions to clients, negotiating terms, and ongoing account management. Completed business assessments, then evolved technical solutions by leveraging Microsoft technologies.Key Accomplishments:- Formed a strategic partnership with Mincom, Inc., and Mapics, Inc., to pursue a public sector software development projects in San Bernardino County- First salesperson to develop a winning bid for a complete Enterprise Resource Planning System for Customer Link based in El Dorado Hills California: project grew from a $100K to upward of $300K in the first year