• Strategic Leadership: Executed initiatives that optimized operational efficiency, driving measurable revenue growth and cost savings improvements while aligning strategies with business goals.• People Management: Led and developed high-performing teams by mentoring professionals at all levels, fostering a culture of accountability, collaboration, and results-driven performance.• Process Optimization: Designed and implemented improvement programs that enhanced organizational performance, streamlined workflows, and delivered operational excellence.• Financial Management: Directed budgeting strategies for multimillion-dollar operations, achieving significant cost reductions and ensuring resource allocation aligned with corporate objectives.• Stakeholder Engagement: Partnered with C-suite executives and senior leadership to align business objectives, delivering sustainable growth and innovation through cross-functional collaboration.• Data-Driven Strategy: Developed actionable insights by integrating quantitative analysis with qualitative insights, shaping strategic decisions that delivered measurable outcomes.

Promoted to newly created position to lead all budget and expense management for the Group Retirement National Sales Division, overseeing a $30M annual budget. Directed cross-functional collaboration with Compliance, Data Governance, and Transformation teams to drive strategic initiatives and optimize operations across major markets.

Directed administration and field operations for two regions supporting 200 Financial Advisors and 9 Sales District Vice Presidents across 11 states. Managed a $5M regional budget and led a team of 45 professionals across marketing, operations, licensing, and scheduling functions.

Oversaw operations and team leadership across 9 states, managing 14 Sales Assistants to support new business activity and service existing accounts. Focused on compliance, team development, and driving regional sales initiatives.

Designed and implemented a wide range of business performance improvement initiatives. Trained Sales Managers and Field Agents in underwriting requirements and quality assurance to drive account volume and premium growth. Defined objectives and monitored progress at market, territory, and division levels. Oversaw invoice processing, expense reports and weekly bonus payments. Ensured awareness and resolution of compliance issues in line with company standards and guidelines.