Develop strategies, create and manage feature roadmaps, and execute the best possible client annuity experiences while balancing business needs. Effectively coordinate across multiple teams and disciplines in the organization to complete projects.

Collaborated with Product Management teams and business stakeholders to address complex and challenging problems in the USAA Investment Company in order to develop and deliver innovative offerings to market. Designed and drove implementation of multi-platform digital solutions. Optimized existing experiences across dotcom, mobile and emerging platforms to drive KPIs. Employed a UX methodology/design thinking to bring world-class digital experiences to market across multiple touch points.

Provided financial advice for retirement planning, college funding, insurance planning, asset allocation, and debt management.

Provided service-related activities for brokerage, mutual funds, and college savings accounts. Built rapport with clients to uncover needs and referred clients to financial advisors for additional financial reviews.

Provided service-related activities for existing life insurance, annuities, and Medicare supplement policies. Built rapport with clients to uncover needs and referred clients to financial advisors for additional financial reviews.

Professionally assisted clients in understanding their financial hardships, collecting funds to bring their loan obligations current, and if applicable, offered programs to aid in financial recovery.

Provided oversight in accounting and inventory management for a large international Christian ministry.

Conducted sales presentations to new and existing clients in order to build new business through promoting various Demand Deposit Accounts.