Manage Salesforce Team and responsible for overseeing the design, development, and implementation of the Salesforce Platform

Part of the Operational Transformation and Intelligent Automation Tram.Led automation and process improvement projects. Partnering with business and other technology teams to clearly define business needs for potential automation solutions.

As Director of Applications provide leadership in the maintenance of existing and new applications/functionality supporting AG's client management environment and internal sales process hosted on Salesforce platform. Oversee system design, development, and system maintenance of AG's Salesforce application including integration with third parties for document management, client/account maintenance of brokerage and direct accounts and product data.

SF Release Manager: • Managed Salesforce product monthly release: Manage development team, release tasks and schedule for Salesforce platform monthly releases• Salesforce Technical Lead for “Acquisition Projects”: Managed SF project timelines, performed data analysis between SF instances to develop data mapping and data validation for prospects, clients, financial accounts and CRM data migration • Managed product backlog (bugs, enhancement requests, maintenance): led meetings with Business and IT owners to prioritize work and define monthly release scope• Worked with partners and end users to document business and functionality needs• Provided GAP analysis for proposed product enhancements based on existing functionality and platform integration across AG’s systems• Drove functional specifications development with use case documentation and business process modeling• Led Requirements reviews, Design and Release Planning meetings• Performed Salesforce system administration tasks• OrchestraCMS Site Administrator

• Developed and Implemented company policies, priorities and procedures relating to financial management, budgets, accounting and/or payroll to meet company’s annual goals.• Led efforts in guiding financial decisions by establishing, monitoring and enforcing policies and procedures.• Implemented new processes for SMART operating practices.• Establish system controls for new financial procedures.

Product co-ownership for CRM – Multi-channel Acquisition Relationship Sales (MARS) • Worked with business partners and end users to develop functionality and business process to meet their objectives.• Drove key projects to add new functionality and improve the end-user CRM experience: Led requirements gathering, drove requirements development with use case documentation, business process modeling and developed and/or partnered with Information Technology to implement solutions and led user acceptance test and supported technology partners QA test efforts.

Managed various projects within the Trust Outsourcing department (Trust Accounting System Platform).Product owner- gathered detailed business requirements to support clients needs as well as future industry and business trends.

SII (Schwab Intelligent Integration Project) - SCRUM methodology: Worked with Subject Matter Experts (SME's) and technology teams through the agile-sprint cycles on developing web-services use cases.

Senior Systems Analyst for IT Engineering - LPO Team (Volume Licensing Contract Management Project - VLCM)

Business Analyst Consultant at SRP for the Asset Management Projec t (MODIS IT)

Business analyst for insurance operations systems: