As Global Transformation Director, I support 50,000 colleagues across 120 countries, driving innovation and enhancing client service. Leveraging my experience as an Account Executive, Senior Broker, and Management Consultant, I bridge the gap between the field and operations, taking complex operational issues and translating them into actionable strategies. Through the Value Realization Office, manage high-priority programs to maximize business outcomes across regions, business units, and solution lines. I champion change management, process improvement, and agile methodologies to optimize performance and effectiveness. And I advocate for client and colleague needs, ensuring operational initiatives align with business objectives.My programs and initiatives include: • Defined and drove improvement of policy delivery and accuracy client service standards globally• Enhanced sales efficiency through global CRM adoption.• Acted as SME for robotic process automation (RPA) in policy, certificates, and invoicing.• Implemented product operating models, focusing on change management, cultural transformation, communication, and people management.• Directed program management for global brokerage placement system, including serving as change management work stream lead• Provided expertise, training, and support for process and technology adoption with client teamsMy diverse skillset allows me to effectively "translate" between the business and operations, driving successful transformations that align with Aon's strategic goals and outcomes. I support teams in adopting agile, scrum, and lean processes, integrating change management models to enhance effectiveness. As a relentless advocate for clients and colleagues, I ensure that our initiatives deliver maximum value and optimize performance to drive client results, colleague experience, and shareholder value.

Specialized in large loss-sensitive and complex primary and excess casualty placements for Wisconsin-based clients and middle market property brokerage. Integrated market-leading data and analytics into the brokerage process and identified continuous improvement opportunities within the local and national practice group.• Oversaw $28M+ in premium flow annually for 45 clients across nearly 200 policies.• Led the full renewal cycle, including strategy, submission development, carrier negotiation, quote comparison, carrier visits, proposal, client presentation, and binding.• Provided data-driven recommendations for risk management programs to protect clients' balance sheets, assets, customers, and employees.• Ensured clients understood the rationale behind recommendations to make informed decisions.• Proactively provided solutions year-round, not only at renewal time.• Advocated for fair client treatment in all negotiations with insurance markets.• Conducted business with the utmost integrity at all times.• Prior to 2020 served as Account Executive supporting Greater Wisconsin's multinational book of business and my own book of business. It is an honor to be part of the Wisconsin team and Aon's incredible global network of industry-leading professionals. I take pride in ensuring clients have access to top talent and resources, delivering exceptional service and solutions that drive value and protect their interests.

The Wisconsin Chapter of the Risk Management and Insurance Society proudly serves professionals in risk management roles throughout the state, providing top-notch services, timely educational programs, professional development opportunities, and networking events.• Organized events and social activities to promote networking and development for risk managers across Wisconsin.• Honored as the chapter's first vendor-based Director, underscoring my commitment to the Chapter's success and vitality. This role allowed me to contribute significantly to the professional community and foster valuable connections among risk management professionals.

As a millennial, technology evangelist, and risk and insurance expert, I write and speak to professional organizations and publications on the intersection of these areas. My topics include engaging your millennial workforce, technology initiatives, Agile and Scrum implementation, and alternative risk financing. I regularly engage with students at colleges and universities, discussing careers in risk management and technology, and advocating for girls and women in STEM fields.Collaborations• Risk Management Magazine• Insurance Journal• Insurance Thought Leadership• CPCU Society• University of Wisconsin - Madison• University of Wisconsin - Colleges

As an Industry Consultant, I specialized in aligning insurance software solutions with business objectives for insurance carriers and brokers. My role involved solving complex problems related to information flow, modernization of tools, translating business needs into technical requirements, vendor selection, and change management.Key Projects:• Specialty Lines Insurance Company: Business Analysis, Process Improvement, and QA on a Custom Software Development Policy Administration project.• Policy Administration System Implementation: Lead Business Analyst, QA Lead, Scrummaster, and UAT Coordinator.• Software Selection Searches: Lead Analyst for Policy, Employee Benefit, Rating, and Claims Administration systems.• Microsoft Dynamics CRM Implementations: Multiple roles including Lead Analyst, Scrummaster, and UAT Coordinator.• Change Management: Consultant for a $6B personal and commercial lines insurance company.• Business Intelligence Implementation: Top 100 Insurance Broker.• Cloud Migration Projects: Business Analysis for Construction and Manufacturing clients.• Custom Development Projects: Business Analysis for Customer-Facing Application Portals.Throughout my tenure, I effectively bridged the gap between business needs and technology, ensuring successful implementations and fostering client relationships. My diverse project portfolio highlights my ability to lead and deliver strategic solutions that drive business value, as well as raving reviews from clients on my contributions to their programs.

I immersed myself in the insurance sales process, gaining a comprehensive understanding of the firm's array of insurance products. My role involved acting as a benefit consultant to business owners and their employees, focusing on the value of supplemental insurance plans.• Learned about various insurance products and the sales cycle.• Generated leads, cold-called, canvassed, and pitched sales.• Consulted with business owners and employees on insurance benefits.• Maintained a customer-centric approach, following up on policy satisfaction and resolving questions.This internship honed my skills in sales and consulting, emphasizing honesty and customer satisfaction. I valued my interactions with clients, providing tailored advice on insurance policies, and ensuring employees received the best possible benefits. This experience laid a strong foundation for my future roles in insurance and risk management.