• Served and advised as member of executive leadership team, supporting decision making through data and business knowledge, presenting to and participating in monthly business review meetings and private equity owner board meetings • Recruited, and mentored team of 9 analysts including Sales, Marketing, Operations, Pricing, Recruiting, and Market Research Analysts • Designed and executed customer surveys, informing marketing and sales strategies and tactics • Identified data deficiencies of key data elements and improved entry and accuracy • Founded competitive pricing analysis discipline • Supported sales recruiting efforts through market research, lead sourcing, and recruiter performance analytics resulting in the company entering 25 new geographical markets and more than 100 new sales staff hired in 2022 • Communicated findings of business partner research to branches and marketing and oversaw team of research analysts who partnered with sales and marketing in wallet share growth pilots in 8 markets • Established measurement of the efficacy of marketing campaigns and activity using google analytics, control group and outcome testing, A/B testing of marketing messages, and lead to loan metrics

• Served as the company subject matter expert on industry benchmarking, market share, wallet share reporting and analysis, competitive pricing analysis and elasticity • Counseled marketing in transformational marketing initiative, overhauling existing and establishing new customer journeys, channels of marketing communication, and measuring impact • Established a focus and cadence on sales performance data and metrics • Promoted to Director as team was expanded to meet growing demand of data in the organization

Stewart Insurance and Risk Management (Property, Casualty and Professional Liability Insurance)• Developed, managed, and presented reporting of customer retention, sales representative activity and performance, product mix, and data integrations and success measures for 3rd party lead sharing programs• Contributed to Franchise model strategy and planning• Worked with system integrators to design new SalesForce instance, processes, and reporting • Developed and launched Real Estate agent broker professional liability insurance program

• Partnered with Technology Business Services, Home Office Services and Lines of Business in all areas of data strategy related to: Data Governance, Data Quality Management, Master Data Management, Data Security and Archival, Data Analytics, Data Warehousing and Data Marts and Data Integration enterprise data strategy • Guided design of enterprise revenue data mart • United business units and executive team leaders behind an enterprise data strategy • Collaborated with business leaders and analysts to turn data and analytics into actionable insights • Rationalized and prioritized enterprise reporting deliverables, innovate new value • Reviewed and audited reports and deliverables of other business units and functions; assess compliance with data governance policies and management strategy; sign off or approve data assets for distribution and use • Worked with senior leaders to synthesize key questions that need data solution to drive meaningful business decisions • Helped to build data-driven culture throughout the company • Defined Data Quality reporting and Data Stewardship of enterprise critical data entry and reporting • Consulted business units, analysts and reporting units on data visualization • Prioritized use cases, defined metrics, and set experiments to drive measurable learning • Managed data vendor relationships with both internal and external providers • Promoted data stewardship program to embed data management throughout the organization • Analyzed changing business processes and delivered strategy and operational plans that support these processes

• Analyzed and reported market demands, forecasts, Competitive analysis, market and wallet share, customer satisfaction• Defined and analyed perations internal service metrics and other KPIs • Desinged and build variety of dashboards. Assured business intelligence systems provide timely and relevant data to support decision making• Supported the design of ROI and gross/net margin models • Aggregated reporting, trend/gap analysis, benchmarks, and insights • Worked with sales groups to plan, execute and measure based on business plans and objectives to achieve sales performance goals focused on revenue and margin attainment, talent retention and development• Partnered with the Sr. Director of Enterprise Sales to improve the quality and turnaround of our responses by working with the appropriate subject matter experts on the content development• Ensured the delivery of quality instruction was included as part of Operations team deliverables• Worked with the key members of our team to establish agreed protocols for sales team enablement around training, CRM use, forecasting and compensation attainment. • Met with employees to reenforce and resolve data quality issues• Conducted quarterly business reviews within Enterprise Sales to ensure metrics are communicated and quarterly goals are met• Distributed regular sales enablement and Operations updates to the team• Served as Reporting Steering Committee clead (IT/Data Governance, Operations, Finance)• Directed key employees providing report data to adhere to cadence and ongoing maintenance as established by Executive team• Provide analytical reporting support to business management

• Authored and administered data governance documents and standards, including data dictionary• Inserted data governance practices into projects and help identify potential compliance problems• Profiled existing data using database query tools• Helped design data quality measurements• Tested results of data quality remediation projects against policies• Supported the preparation of regular data governance updates to stakeholders• Identified data quality issues, investigates issues identified by others, research and implement solutions to correct problems• Designed scripts, if nessary, working with IT to correct historical data, alarm reports and monitoring programs for data• Executed data quality initiatives

• Established and managed processes and personnel for cleansing and linking hundreds of thousands of customer data records among three different production systems• De-duplicated, normalized and cleansed customer records for import from legacy production systems• Identified deficiencies in customer data, entry processes and made recommendations for improvement• Designed and implement best practices and data entry policies for key customer data going forward

• Began on help desk providing customer care and technical support for transaction management and document storage system• Moved to regional sales, support, training of same software (team of two)• Moved to nationwide responsibility of customer support and administration of same (eventually managing team of 5)

• Provided customer support for dialup, ISDN, email, website service customers• Administered UNIX email server, mailboxes, spam filtering• Consulted management and began new line of business and revenue opportunity of servicing hardware, installation of software, etc for customers' personal computers.. "Geek Squad before Geek Squad"