Online and Mobile Channel Planning and Design organization• Introduced significant enhancements and improvements to the Mobile Downloadable Application (mobile app)• Mobile Business Analyst; developed business requirements, defined business rules, and outlined user experience• Worked directly with Developers to translate business requirements to technical requirements; approved technical designs• Consulted on mobile app design for iPhone®, iPad®, Android™ phone/tablet, and Windows® phone/tablet• Conducted thorough business acceptance testing to ensure quality mobile apps are delivered to customersOnline and Mobile Channel Management organization• Product Manager of Alerts (email and mobile); responsible for the health, stability, and managing project execution• Launched new communication technologies: SMS Text Banking, SMS Alerts, and Mobile App Push Notifications• Worked jointly with Technology teams to identify, triage, and resolve defects; designed technical solutions• Developed process flows; created and managed control plans; monitored customer feedback to ensure quality• Collaborated with Legal, Risk, Compliance, and Privacy partners to ensure regulatory compliance and mitigate risk• Grew Alert adoption from 5MM users to 9MM users; grew usage from 50MM to 100MM Alerts sent per montheCommerce Channel Delivery and Execution organization • Product Manager of My Portfolio; responsible for its health, stability, and driving enhancements/improvements• Led project charters, business requirement development, and multi-generational planning efforts• Served as the Yodlee Account Manager; reviewed and approved vendor contracts, SOWs, and invoices• Managed the Accounts Overview and Account Details pages in Online Banking, including PFM Lite functionality (Personal Financial Management)• Created and managed control plans; monitored customer feedback to ensure service quality and satisfaction

General Manager• Established new subsidiary, Home Services Corp (HSC), to create additional lines of revenue for parent company• Developed the strategic business plan to launch subsidiary; executed and managed all aspects of plan, including:o Determined which products/services to market, and the logistics of selling those products/serviceso Defined the business rules, processes, procedures, systems, and reporting needed to manage the businesso Hired/directed all functional roles: sales, management, analytics, accounting, IT, operations, QC, and admino Devised compensation plans, wrote sales scripting, and monitored performance of the call centero Set goals and created performance plans for all areas of the business (sales, service, operations, quality)Marketing Director• Pioneered company expansion into a B2C, transaction-oriented business; created monthly revenue > $1MM• Identified marketing opportunities, innovative partnerships, and unique channels to acquire new customers• Selected vendors and partners; negotiated contracts; managed accounts/relationships• Determined strategy, developed creative concepts, and executed campaigns for successful marketing programs• Evaluated all programs to determine cost per acquisition; maintained one of the lowest CPA metrics in the industry

Assistant Vice President of Sales and Marketing• Established new subsidiary to diversify parent company; contracted services to 388 new non-healthcare clients• Increased existing parent company customer base by contracting services to 176 new healthcare clients • Managed all marketing activities: trade shows, advertising, direct mail, brochures, logos, collateral, website, etc.Director of Sales and Marketing (for acquired entity, Southeast Legal Recovery) • Led all business development, sales, marketing, promos, events, sponsorships, and account management activities• Played integral role in the solicitation and sale of company for retiring owner to Healthcare Resource Associates

Director of Regional Sales• Headed East Coast sales division (20 states, 30 Sales Managers, admin team, and hundreds of field agents/brokers)• Led all divisions in both highest sales performance and lowest employee turnover• Received the “Elite Leadership Award” and the “Top Producing Sales Office Award” in 1998Regional Sales Manager • Hired and trained District Sales Managers to generate revenue by recruiting field agents/brokers • Coached, developed, and mentored District Sales Managers in the attainment of their sales quotasDistrict Sales Manager • Launched new sales office; hired by Chicago-based company to expand business into East Coast• Recruited, trained, and supported field agents/brokers to market health and life insurance products to their clients• Received “Top Sales Producer” in 1995 and 1996; received “Top Life Sales Producer” in 1996