Product Strategy | Agile Product Delivery

• Provided executive leadership to AVP/Director level managers and staff of 190 employees and 250+ on-shore/off-shore consultants • Focused on creating an environment of Mastery, Autonomy and Purpose to achieve optimal results in a lean operating model. • Directed efforts to deliver successfully the business consulting, analysis and QA services for an enterprise IT portfolio well in excess of $100M • Influencer of the digital transformation to introduce the shift left in quality assurance strategy to align testing with software engineering to save time and cost.• Provided change leadership for transformation to the McKinsey lean management system resulting in over $1M 1st yr cost savings• Recognized by the SVP, Life Operations and EVP, IT of a Fortune 100 Company for leadership in rapid alignment of the future state organization design to accelerate product implementationTo compete now and into the future, companies must transform the way they think by:defining their purpose: value to society, to their customers, and to their workforceHow do you transform your technology to enable a digital customer experience?1. Ideation, design, requirements and proof of concept must include the customer2. Requirements/design need to be visual, forward looking, simple but configurable to rapidly deploy rules, data, customer experience and content3. Data and rules are the DNA of a businesses intellectual advantage 4. Middle and back-office need to be able to support the transaction and the customer with the same level of ease and cost efficiency5. Software needs to be elegant:-Configurable-Data secured, easily traversed and well understood-Self regulating - IOT pattern - early detection to provide mobile alerts when business policies or data policies or software standards are not being adhered to-Intelligent Dev Ops response to repair processes causing business disruption or data quality issues

Led business capability and process mapping, requirements management and measurement, business analysis, product design, software configuration design, development and acceptance testing.• Planned, recruited and deployed 100+ person Business Analysis team for a strategic, transformational software program covering 80+ capabilities, 200+ business processes, 90,000 requirements. • Authored the business architecture vision and oversaw delivery of requirements and testing for delivery of a highly configurable full service, web based retirement plan recordkeeping, administration, and web site platform • Led the transformation of the BA practice to CMMi 3 level maturity resulting in over 90% requirements stability and quality.• In partnership with my peers, led team to deliver top quartile industry measure for project success with 85% on time, on budget delivery for $100M+ annual IT spend.• Provided hand’s on leadership and oversight of requirements and business analysis for an M&A transaction tied to a 50% increase in assets under management.

Report to Vice President of Retirement Solutions IT. Responsible for implementing a mature quality assurance model across all Lincoln RS DC departments and locations. Provide leadership for 36+ QAs and all functional, non-functional and performance software testing activities across multiple strategic and supporting technology platforms. Thought leader for Lincoln enterprise Quality Leadership Team piloting first off shore model; the enterprise ultimately adopted recommendation Successfully leveraged multiple high performing vendor relationships to scale IT capacity at lower cost with high qualityTalent development and mentoring for 6+ Senior QA Leads/Test Engineers

Report to EVP, Retirement Operations. Led the effort to define the product roadmap for a digital, data and middle office platform. Collaborated with senior stakeholders to drive product vision, strategic planning, capability assessment, business analysis and quality assurance in support of all large strategic initiatives. Led team of 10+ BA’s and 20+ QA’s.Provided product leadership for delivery of a multi-million dollar retirement services platform resulting in transition of $10+ billion in assets and 500K participant accounts from a legacy mainframe recordkeeping system. Enabled Lincoln to compete successfully to achieve top 3 market position in the 403b health care marketSuccessfully launched SmartFuturesm middle market 401(k)/403(b) product by heavily leveraging a configurable business architectureParticipated in national SPARK committee that created the SPARK Information Sharing Agreement specification standardsAchieved ROI targets from automated performance and functional testingDirected requirements team to achieve a high rate of quality from user acceptance and production support

Report to Chief Operations Officer. Selected by ownership team to lead the strategic planning and product vision for development of a new future state total retirement outsourcing administration platform. Platform was a key factor in acquisition of AMG by Lincoln Documented business architecture blueprint covering 40 major business processesFacilitated collaborative sessions with business subject matter experts and leaders to gather requirements, define use cases and re-engineer business processesDesigned and documented Ux wireframes, user stories, business process flows, conceptual data and rules definition personally and as leader of BA teamProvided key subject matter expertise and inspection of all deliverablesInvited into join AMG’s ownership structure prior to acquisition by Lincoln Financial Group

Selected to lead defined contribution operations reporting to Chief Operating Officer & Executive VP. $6+ billion book of business serviced by over 80 employees. Responsible for all aspects of operations including budget, technology, organization and personnel development.

Responsible for client account management, plan recordkeeping and 401(k) administration services. Grew book of business through transition of 80%+ of clients from traditional to daily valuations to reduce client attrition and reduce operations costs.