Synergy Financial gives people from all backgrounds the power to become financially savvy, so that every family can access financial knowledge, products, and resources to prepare for a better future.As a financial services professional, I work with individuals, families, and businesses to provide financial planning strategies that prepare clients for milestone life events, help them hit financial goals, and manage their estates. I am licensed to sell life, disability, and long term care insurance in CA, IL, OH, KY, GA, FL, PA, and CO.

Snapsheet provides insurance technology for the modern world. We pride ourselves on simplifying claims, streamlining appraisals, and scaling payments.As a product and solution expert, I am responsible for teaching prospective and existing customers how Snapsheet's software works. My team helps customers design claim operating models for the future - building in automated workflows and assignment, eliminating mundane adjuster and manager tasks, incorporating third party & internal data sources to drive informed decision making, and improving the communication & interaction model with end-customers.

In 2018, Snapsheet began the journey to develop its end-to-end claims management software. Joining in early 2019, I was fortunate to have the opportunity to build our implementation approach and process from the ground up, as our product and customer base expanded.Since starting in 2019, we have led several successful auto and property insurance software implementations, including several ride-share / shared economy players. Each customer launch allows us to help improve our client's internal operations, the employee experience, and interactions with end customers and stakeholders.

Since 1924, PGN has built leaders who revolutionize industries and enrich communities. As PGN approaches its 100th anniversary in 2024, we are focused on our legacy of innovation, inclusivity, and integrity.As the Executive Director of the National Board, I oversee 25 university chapters, the day to day operations of the National Board, and manage relations with the Alumni Advisory Board. It's important to me - and our entire board - that the next generation of students are prepared with the correct skills to enter a dynamic workforce. After graduating, students enter into a vast alumni network that spans different countries, industries, and disciplines - giving them the opportunity to continue learning and growing from a diverse community.

PwC is a global community of solvers combining human ingenuity, experience, technology, and products to help organizations build trust and deliver sustained outcomes.As a Senior Associate, I focused on delivering capability-driven growth strategies for global and domestic clients within the Financial Services and Procurement Industries.

Starting out in my consulting career, I joined a small strategy team at PwC, the Strategic Engagement Accelerator (SEA). The SEA was led by one of the Senior Financial Services Strategy Partners, Marie Carr. The primary goal focused on broadening team exposure to different types of strategic consulting work in a condensed time period to expedite the learning curve. Our team specialized in competitive benchmark assessments and industry analysis, worked collaboratively with PwC's Experience Center to create digital customer-first design, and structured business and operating model strategies for a variety of insurance carriers across P&C, Group, and Life.

External Vice President on the National Board, focused on developing and managing alumni relations and corporate networking opportunities.

One of 14 Senior Leaders overseeing multiple project managers and client delivery for the largest student run consultancy in the country

Healthcare Management Consultant focused on the Pharmacy Benefit Manager value chain and customer lifetime value analysis.