➤ Established a comprehensive, end-to-end Quality Management System (QMS) to ensure the accuracy, completeness, and timeliness of Informatics regulatory reporting for the Aetna Better Health Medicaid plans.➤Participate as department lead in the Medicaid CARES employee development initiatives.➤Project manage incentivize programs to improve the third-party ratings of Aetna's Medicaid plans. ➤ Plan and execute the quarterly townhall meetings with the department Vice President and his staff.➤Write and edit the monthly department newsletter.➤Revenue Integrity, Cost Optimization, and Informatics

"Six Sigma Green Belt” 11-week intensive course for working professionals; sets the baseline for Six Sigma certification exams, including ASQ.2022: Summer, Fall2003: Winter, Spring, Summer, Fall2024: Winter, Spring, Summer, Fall

(Formerly UC Davis Extension, https://cpe.ucdavis.edu/)Instructor for the Project Management and Business Analysis Certificate Programs for working professionals. Recipient of the 2018/2019 "Outstanding Service Award" for Best Instructor.➤ “Foundations of Project Management” 10-week intensive course; sets the baseline for the Project Management Institute's (PMI) Body of Knowledge (PMBOK).2017: Spring, Summer2018: Summer, Winter2019: Spring, Winter2020: Summer, Winter2021: Spring, Summer, Fall2022: Spring, Fall2023: Spring, Winter➤ "Managing Project Risk and Integration" 10-week intensive course; focuses on the risk and integration components of project management, based on the Project Management Institute's (PMI) Body of Knowledge (PMBOK).2018: Spring, Fall2019: Spring, Winter2020: Spring, Fall2021: Spring, Fall2022: Spring, Fall2023: Spring, Fall2024: Spring, Fall➤ "Mastering and Gathering Requirements in Business Analysts” 10-week intensive course; sets the baseline for the International Institute for Business Analysis' "Certified Business Analyst Professional" (CBAP) and the Project Management Institute's (PMI) "PMI Professional in Business Analysis" (PMI-PBA).2019: Spring, Winter2020: Summer, Winter➤ Client-specific. multi-day custom courses for local government, state government, non-profit organizations, and private companies:"Business Acumen" for the California Leadership Academy (2023)"Continuous Improvement" for the CA Dept of Toxic Substances Control (2023)"Business Acumen" for Emerging Leaders Academy (2023. 2024)“Basics of Project Management” for HM. Clause (2021, 2022)“Mastering the Triple Constraint” for the Northern California Power Agency (2021)“Project Management Academy” for the California Department of Technology (2020-21)“Project Management & Risk Assessment” for the California Energy Commission (2020-21)“Project Management Foundations” for the California Dept. of Child Support Services (2021)

Instructor for the "Schedule and Risk Management" course, a primary elective within the Certificate Program in Project Management. 10-week course for current and aspiring project management professionals with 3 hours of weekly live instruction.2022: Summer2023: SummerInstructor for the "Business Solution Evaluation and Validation" course, a required class within the Certificate Program in Project Management.2025 Spring

Member of the Business Optimization group, tasked with process improvement processes across VSP Global's pillars (Insurance, Supply Chain, Retail).Selected Projects:➤ Developed and delivered a comprehensive LEAN/Six Sigma Green Belt training program for emerging leaders, focusing on DMAIC, value realization, and cross-functional impacts. Offered several times a year (10 students) with ~$300k of verified project cost savings to date.➤ Led time study on Accounts Payable processes for PO vs. non-PO invoices. Focused on the definition of a "defect" from the perspective of manual steps and the identification of triggers and traits to reduce throughput-time and increase vendor satisfaction.➤ Assessed Customer Experience Center to target importance vs. urgency elements of roles against KPIs and industry benchmarks.➤ Vetted claims management procedures for possible automation (Business intelligence, macros, Robotic Process Automation) to unleash $250k+ of annual savings).➤ Analyzed internal audit processes for claims efficiency (TPT) and accuracy (payment) for members, providers, and clients. Business rules (short-term) and database transition (long-term) suggestions decreased manual workload by 90%.➤ Drove Change management and roadmap creation for check-to-EFT transition of broker commission payments, leading to potential savings of $100k/quarter.➤ Investigated systems and processes of finishing lab-to-internal systems connections across the VSP network, responsible for 20M+ jobs for both VSP member and non-member jobs.➤ Enhanced procurement department's change management initiatives for an email-intake to tool-based tracking transition (potential $50k/annual savings).➤ Led Voice of the Customer (VoC) data capture and theme prioritization for the Underwriting and Financial Planning & Analysis departments; recommended role restructuring and training/preparation paths.

If businesses and organizations come in different shapes and sizes—how come consulting tends to be one size fits all? Penny Wise Consulting Group does not subscribe to one methodology or credo above others but rather seeks to understand your challenges to determine the best tools for the job. Our services include project management, marketing strategy, public speaking, career coaching, and corporate training consulting.➤ Organizational Change Management Consultant, California Department of ConservationResponsibilities included proper cataloging of as-is processes, designing process flows, managing communication vehicles, devising to-be processes, capturing stakeholder data via surveys, establishing and tracking Key Performance Indicators, and producing training materials via the Prosci ADKAR model.➤ Contributing Columnist, Sacramento Business Journal. Monthly pieces on "Another Voice" (Opinion and Commentary) and "Biz Smarts"(Business Advice).➤ Contributing Blogger, Comstock's Magazine.

Crafted retail sales development programs and collateral for tablets, desktop and mobile PCs.➤ Drove retail plan for the Intel/Microsoft Windows 10 working group, covering benchmark messaging, retail assortment tracking, end user marketing and PC manufacturer campaigns. Received a Q4 2015 Division Recognition Award.➤ Won Intel Americas’ “2015 Instructor of the Year” award for project management, presentation & storytelling classes. Trained over 500 employees with a 4.8/5 satisfaction rating.➤ Re-designed “sell-in” materials to reach a broader audience, reducing page count while focusing on key messages with clearer, simpler copy, driving a 50% increase of usage by retail accounts.➤ Mentored >20 employees as part of the Career Advising Network, coaching them on 5-year plans, interview techniques and résumé design. Constantly rated as one of the top ranking career advisors.➤ Led Folsom site’s Digital Safety program, training >5,000 local students in proper Internet etiquette.➤ Served as planning team member for the Intel 2015 sales conference retail summit and showcase, highest-ever rated by attendees. Project team received a Q1 2015 Division Recognition Award.➤ Managed the “Consumer Focus Devices” advocacy listing for retail inventory and marketing planning activities. Cross-functional team aligned item availability, pricing strategy and collateral distribution for 2in1 & tablet devices driving majority of retail sales volume.

Managed 4-person team driving supply/demand strategy for the $4Bn desktop and server Chipsets lines, including quarterly negotiations with motherboard customers to plan marketing & product transition plans.➤ Ensured end-of-life of Intel® 4 Series Chipset, reducing scrap risk while maximizing ASP. Platform shipped over 500Mu since inception, delivering >$10 billion of revenue across 8-year horizon.➤ Successfully trained 200 operations employees on Intel® 4th Generation Core™ platform, focusing on customer procurement impact. Obtained a 94% effectiveness score and a Q1 2013 Division Recognition Award.➤ Successfully launched Intel® Xeon® E5 chipset while minimizing scrap costs (<$200K) despite multiple product changes and shifting demand, receiving a Q1 2012 Division Recognition Award.➤ Led the “Desktop in Business” strategy discussion across department and partner organizations, to influence the required roadmap for the ongoing successful presence of desktop business platforms.

Crafted and implemented pricing strategy for $5 billion worldwide distribution channel. Forecasted CPU build plan by analyzing ecosystem, customer, and competitor market signals.➤ Increased ASP (3 straight quarters by cumulative $4) by devising global/country strategies based on socioeconomic insights and regional opportunities in China, Brazil, Argentina, and Russia.➤ Improved 12-month demand forecasting mix accuracy rate by 24% to ensure supply availability for over 160 desktop products with a combined quarterly volume of 30 million units.➤ Volunteered and led team’s participation in the Business Continuity Council, returning warehouse output to 95% capacity within 1 week of 2008 Sichuan earthquake. Received the Manufacturing Group Excellence Award.➤ Discovered, drove, and closed over $1 million worth of incremental revenue deals by proactively working with field and business teams to match opportunities with excess inventory.➤ Identified and tracked business client (60% of client PC revenue) consumption indicators, delivering industry and company-level market analysis for executive-level discussions.➤ Set company-wide 2011 goals across brands, geographies and accounts across the Sales & Marketing department and receiving a Q1 2011 Division Recognition Award.

Devised, analyzed, and implemented pricing processes and audits for 10 Intel product divisions, identifying price inconsistencies and recommending corrective actions to maximize ASP and preserve data quality.➤ Implemented a rigorous price accuracy audit that decreased missing price instances by 80% and eliminated over 30% of invalid records, receiving a Q1 2007 Division Recognition Award.➤Crafted a detailed risk/methodology price masking matrix with finance, legal, and credit teams, leading to a 40% drop in escalations and receiving a Q4 2006 Division Recognition Award.

➤ Led software development cross-functional groups, covering life-cycle from concept analysis, requirements gathering and tool creation to post-release management for Cisco’s Internet Commerce applications.➤ Project Manager, Service Sales Marketing Operations. Managed new product introduction analysis process for the Service Sales department. Partnered with Finance, Marketing and Delivery Support departments to investigate, resolve, and communicate potential issues related to new service programs and offerings.

➤ Implemented billing and order management system for leading cable television company, providing on-site training & support for over 100 employees in 3 area offices, monitoring trends and documenting processes.Company is now the CGI group.