Designed standardized portfolio and project management (PM) framework, processes, tools and governance aligned with global corporate strategy and goals. Integrated PM methodology and templates with change management (CM) methodology and designed global implementation approach.• Established project intake process: 80% of new projects followed intake process establishing awareness and alignment at the executive level, over 20% of projects were not selected for execution due to inadequate sponsorship preventing misuse of critical resources.• Orchestrated design of universal project scorecards and escalation tolderances: decreased effort to build/update reports and drove timely escalations to sponsors for appropriate responses reducing risks and avoiding issues.• Chaired a global collaboration group for PM design and implementation approach: elisted 22 SMEs throughout design & implementation so that 100% of PM templates were peer reviewed prior to launch, 100% of methodology was built for side-by-side and (eventually) integrated IT project processes, reduced templates and governance processes by 25% by integrating framework with CM.• Recruited, trained and mentored staff to execute in-flight initiatives fueling SAP Transformation and Global Supply Chain Reorganization projects.• Critical Skills: Change Management, Collaborative Cross-functional Leadership, Executive Stakeholder Management, Organizational Development, Portfolio Management & Governance, Project Management & Governance

Conceptualized, built and operated a wellness consulting practice for 1:1 coaching. • Engineered and performed all business administration and operations including multi-media marketing, sales, financials, product development and delivery as well as customer retention, service and satisfaction. Coached 13 clients to meet their weight loss and fitness goals. • Critical Skills: Business Development, Business Financials / P&L, Customer Development, Data-driven Analytics, Efficient Business Processes, Virtual Business Operations

Transformed analytics department in sales data acquisition, governance, mining, analysis and distribution for cross-functional, internal teams at the world’s largest winery. • Reorganized department roles and responsibilities: improving response time to internal customers by over 50% and reduced headcount needed for customer support by 1. • Proposed and drove RFP process to right-size $6M annual investment in data and analytic tools: reduced annual expense by 20%, broadened and deepened access to sales analytic data by over 50% ultimate resulting in increased revenue. • Critical Skills: Category Management, Contract and Vendor Management, Data Analytics and Trend Analysis, Efficient Business Processes, Executive Stakeholder Management, Marketing, Organizational Development, Sales

Refined and amplified strategic affinity marketing partnership with Liberty Mutual Group to protect more members and drive program growth through collaborative initiatives with cross-functional internal and external teams. • Fostered continuous evoloution of the marketing relationship between organizations growing commissionable leads by 7% over 3 years. • Increased annual renewable premium by 10% year over year for 3 years through design and execution of innovative business development projects and assertive contract management.• Drove annual business planning process, led monthly financial analysis and business response to results with marketing, customer service, finance, actuarial and sales teams to ensure financial targets were consistently met. • Critical Skills: Business Financials / P&L, Contract Management, Data Analytics and Reporting, Executive Stakeholder Management, Marketing, Product Management, Relationship Management, Risk Management, Strategic Business Development

Drove development of 5-year Direct to Consumer Transformation strategy with Executive Leadership. Designed transformational project roadmap, developed business cases and mentored project managers and business analysts through project execution. Served as primary liaison with Business Owners and Change Management ensuring timely delivery of concurrent projects and sustainable change actions. Led transparent Program reporting to mid and executive leadership. Consistently delivered transformational business functionality for 3 years while staying within an average of 10% of the annual $10M investment.Critical Skills: Change Management, Cross Functional Leadership, Executive Stakeholder Management, Portfolio Management, Project Financials, Project Governance, Project Management, Strategic Business Development

Established new project management office for Wealth Management department. Developed customer-centric operating model, governance standards, resource recruitment process and project methodology and tool set for all phases of project management lifecycle. Delivered business functionality through project execution for 1 year via annual $5M investment.Critical Skills: Change Management, Executive Stakeholder Management, Organizational Management, Portfolio Management, Project Financials, Project Governance, Project Management

Facilitated development of strategic business and financial targets as well as design and execution of initiatives for CUNA Brokerage Services, Inc. enabling growth of assets under management by 8%. Critical Skills: Business Financials/P&L, Cross Functional Leadership, Project Governance, Project Management, Stakeholder Management, Strategic Business Development

Designed and implemented new database and reporting environment for affinity marketing team. Increased customer profitability by 1% through establishment of consistent measures, regular reporting, forecasting data trends and preparing marketing proposals based on data for continued growth. Critical Skills: Business Financials, Cross Functional Collaboration, Data Analytics & Trend Analysis, Efficient Business Processes, Marketing, Project Governance, Project Management

Contributed to the development and led technical implementation of new Warehouse Management and Point of Sale transformations. Assumed accountability for technical operations and enhancement prioritization, planning and delivery. Critical Skills: Business Operations, Cross Functional Collaboration, Distribution Operations, Efficient Business Processes, Programming, Project Governance, Project Management, Retail Operations