AgencyRM and VibrantUSA both became part of the Baldwin Risk Partners family in February 2020 and arenow part of the Guided Medicare Solutions operating group. • Lead executive operations and strategic growth plans in the Pacific Northwest, designing plans for customer acquisition and retention, realizing significant growth in last 3 years through new agency partnerships• Acquired oversight of strategic growth plans for AgencyRM and VibrantUSA team upon merger• Oversee performance management, development, recruitment and hiring process for 30 member team• Manage Information Technology team and systems, collaborate with corporate IT team and oversee customer service and sales operations, managing 4 retail offices throughout WA state• Lead presentations for team and partners, providing training/updates on team performance goals and metrics• Develop strategic partnerships with local agencies and provider offices, providing healthcare related resources for customers and patients• Led implementation and integration of the Connecture Enrollment platforms with the internally built Agency Management System (Tracker) and implemented Ring Central communication platform for multiple firms• Oversaw the implementation of Salesforce CRM product with integrations to Connecture for Medicare Call Center• Increased user base for internally built systems by 200% since partnership with BRP while improving system performance with no additional head count on the development team• Developed custom Scope of Appointment platform now used for over 20,000 appointments and reduced vendor spend and enabled SOA functionality in a mobile app• Led automation of Carrier Agent and Agency Contracting Status reports within Agency Management System• Enhanced Agency Management System to track and report on override payments within the commission tracking feature set

We nurture young talent and cultivate personal growth on and off the ball field. Our goal is to provide opportunities for local youth to continue to play ball in a more affordable and accessible model.

AgencyRM is a full-service Medicare focused Field Marketing Organization (FMO) providing access to nearly all the national and many of the regional carrier contracts.• Lead architect and developer of an industry leading Agency Management System ("Tracker") that delivered best in class data, analytics, and functionality to colleagues, contracted agents, and partner agencies• Developed an automated paperless enrollment processing system within Tracker that prevented over 1 million pages of documents from being printed and reduced labor costs by well over $250,000• Oversaw the conversion of the existing CRM system used by VibrantUSA into a SAAS CRM product which was subsequently offered to our partner agencies to utilize for managing their businesses• Implemented a commission system within Tracker that enabled improved efficiency in payment calculations, reporting, and the automated generation of commission statements to our agents and partnered agencies• Migrated phone system from an on-prem implementation to a cloud hosted solution• AgencyRM: Achieved average increases of 48% in contracted agents per year, 41% agent contracts, 48% increase in contracted agencies, 57% increase in policies written and overall 2700% increase in book of business/core policies• VibrantUSA: Achieved a 61% increase in customers and 80% increase in book of business for core policies

VibrantUSA is an independent insurance agency specializing in Medicare as an unbiased resource representing the majority of Medicare insurance plans available in Washington, Oregon, and Texas. • Oversaw the implementation of two different major CRM products• Managed IT staff and IT vendors to ensure high level and efficient system operations • Set strategic direction for future systems at VibrantUSA and implemented updated systems and technology for email, phone, computing and cloud systems

Global technology leader in design, manufacture and customer support of light, medium and heavy-duty trucks.• Identified and documented requirements for new systems and systems enhancements acting as a liaison between technology groups and business units• Managed projects from initiation to delivery, working directly with business units to identify opportunities for process and systems improvements

• Designed, developed, and implemented tools to streamline and optimize system processes• Tested and documented existing programs used within the division and worked with business units to identify requirements for systems

-Lead Developer-Business applications analysis and design -Application development and enhancements -Production support -System Administration

Assist with project management, database design, web design, flow charting, and many other IT related tasks including scope analysis.