Leading 18 Scrum teams and ~140 employees migrating P&C policy admin systems to Guidewire Cloud while moving to a common enterprise product model, delivering new Claims capabilities, and supporting Telematics. ACE includes Auto Club of Southern California, AAA Texas, AAA Missouri, AAA Northern New England, AAA Alabama, AAA Tidewater Virginia, AAA New Mexico, and AAA Hawaii, serving more than 18.1M members in 24 states, and the largest member in the AAA federation.● Delivered Texas Auto and Home on Guidewire PolicyCenter and BillingCenter in August 2024, ACE’s 2nd largest market, along with the Jasper Cloud update and with 40% fewer defects.● Propelled the implementation of Missouri on Guidewire in January 2024, ACE’s 3rd largest market and 8x the size of previous releases with similar quality, establishing the foundation for our common platform.● Successfully updated all Guidewire centers to Garmisch in September 2023.● Led Guidewire Insurance team to our 1st major platform consolidation milestone in March 2023, successfully migrating 5 Auto and Home states from Guidewire on-premise to Cloud (Elysian). ● Established guardrails for employee-led restructure of our Insurance Scrum teams centered around 4 key initiatives. ● Authored expectations and led in-person ‘Summit’ for our Insurance Product Team, establishing principles we adhere to and behaviors to avoid, setting solid foundation for our team working agreement.● Drove targeted regression testing ahead of ACE’s largest Guidewire release in 5 years, ensuring quality release that represented 6 months of development during the cloud migration effort.● Led Claims teams delivering capabilities in 2024 like Hi Marley’s Guidewire Cloud Integration for real-time text messaging with members and claimants, and Claims Segmentation for improved workflow capability and service. ● Personally recruited and selected 80% of the Application Development Managers to help lead the Guidewire Insurance team.

● Orchestrated Agile and SAFe transformation journey while establishing 3 release trains and 14 Agile feature teams. Supported Life and Health lines while setting agenda, key technical activities, and for training of 100+ IT employees.● Assisted $850M asset purchase by directing 300+ person team and converting 1.3M Mutual Fund accounts held by over 800K members to Victory Capital. Successfully co-led and placed 100+ employees following conversion.● Led Life, Annuities and Health response to the Federal Integrated Action Plan (FIAP) Risk and Control Self Assessment (RCSA), assessing applications against ITGCs, identifying exceptions, and closing gaps to ensure compliance.● Developed management dashboard to track issue management, Internal Controls for Financial Reporting (ICFR), FIAP, Affiliate Agreements, SDLC controls, and compliance training.● Collaborated across IT to gain Executive commitment on integrated Schwab and Victory testing execution plans for multiple implementation scenarios, completing enterprise-wide integration tests with a 97% pass rate for cutover.● Increased security and defense against advanced persistent and insider threats while migrating service accounts to CyberArk. Planned, coordinated, and supervised all activities related to migration and retirement of accounts.● Realized $8.7M in benefits and 93% auto submission rate by mobilizing 340+ person team to execute Life insurance core systems transformation program. Delivered single premium immediate Annuities on Accenture platform. ● Achieved 55% YOY improvement in Life and Health insurance platform availability and 56% reduction in defects by improving systems availability and quality. Implemented synthetic transactions, improving proactive monitoring. ● Delivered reporting capabilities for $250M in Annuity premium sold through Fidelity in first 6 months following implementation. Composed white paper on 3rd party distribution for Annuity products that initiated this effort.

● Championed expense forecast and change controls for $650M enterprise-wide project portfolio while coordinating with CFO and IT executives. Aligned capabilities with operational goals and benefits. Managed portfolio risk. ● Improved productivity per investment by 15%+ after launching P&C Work Stream pilot. Managed relationship with Property & Casualty (P&C) President in Customer Relationship Manager role by aligning short/long-term strategy. ● Yielded $800K in operational cost savings over 3 years and achieved <1% favorable variance compared to plan for $15M in departmental expense budget by driving life cycle operational efficiency efforts.

● Developed 800 employees in design, development and testing solutions to ensure successful implementations by sponsoring efforts to deliver 4K training hours in 15 days. Achieved 92% satisfaction rate.● Oversaw design and implementation of technology solutions to launch USAA’s first metrics to manage DevOps. Positioned newly formed organization for success in pursuit of improved quality and faster time to market.● Gained adoption from Executive Council members to transition to forward-looking SAAS strategic direction for mortgage platform. Decreased compliance costs and provided to members additional competitive products.

● Rehabilitated and restructured Board of Director level Mortgage project to redesign quote, issue and fulfillment. In addition, delivered new Mortgage calculator within 72 hours from receipt of requirements to implementation.● Acted as driving force for workplace design, physical move and change management for 600+ person team moving to new off-campus location. Incorporated industry best-practices from site visits to Google, Amazon, and Microsoft.● Actively managed Enterprise wide IT portfolio that grew by 32% over 3 years to less than 1% budget variance; integrating portfolio management approach to tightly manage strategic planning against portfolios of assets.● Delivered $60M of Banking capabilities by generating higher-level solution behaviors, emphasizing iterative planning and delivery schedules. Additionally, utilized up to 80% of 3rd party support in India, Mexico, and Serbia.● Yielded $16M in cost savings to fund additional features by effectively navigating expansion to 7 new Agile labs.● Authored tool and process used by IT management across USAA to track Performance Management issues.

● Ensured efficient financial practices through business model design and business process analysis while monitoring $29M IT operational budget. Implemented Lean Maintenance & Production Process, reducing expenses by 35%. ● Fostered sense of urgency in team members and generated 25% improvement in Investment system availability while simultaneously scaling to support 63% increased trade volume during the financial crisis. ● Drove creativity, innovation and inspiration within several hundred-person technology group to ensure consistent delivery of high value and high impact technology solutions.

● Headed multi-team development and maintenance departments providing mainframe capabilities for P&C products including Automobile, Homeowners, Renters, Umbrella, Fire, Boat and Valuable Personal Property insurance.