Work Experience

Lead portfolio-level initiatives to implement enterprise-wide digital solutions, aligning cross-functional efforts with business strategy.

Oversight for Agile teams across software deployment, configuration, and implementation, delivering measurable improvements in project velocity and customer satisfaction.

Scaled operational teams through redesigned processes and resource alignment, improving throughput and enabling long-term organizational growth.

Directed Lean transformation initiatives, reducing time-to-delivery by over 50%.

Spearhead change management strategy for project rollout, ensuring adoption across multiple business units.

Facilitate leadership development programs focused on emotional intelligence, coaching, and change leadership, strengthening managerial performance across departments.

Serve as Program Manager for strategic improvement efforts, ensuring governance, risk mitigation, and stakeholder engagement across high-impact projects.

Spearheaded training strategies and collaborated with cross-functional teams to deliver internal training programs for employee development, resulting in enhanced skills and increased engagement across the organization. 

Spearheaded the creation and expansion of a Technology Center, achieving 10x workforce growth through strategic HR initiatives and workforce planning.

Developed and implemented global leadership development programs, enhancing succession planning and management effectiveness across departments.

Managed a 400+ employee organization within a complex matrix, optimizing talent structures and cross-team collaboration.

Led diversity and inclusion initiatives that improved retention to 93%+ in a highly competitive talent market.

Launched onboarding and skills development programs that enhanced client engagement, implementation quality, and overall employee performance.

Oversaw project health initiatives using data analytics to flag risks and tailor coaching, reducing “red” project scores by 40% in one year.

Served as portfolio lead for large-scale client-facing implementations and managed services engagements, ensuring alignment between delivery teams and business needs.

Directed a global SaaS support and service operation across time zones, leading a multi-location team supporting 600+ clients and 80% of company revenue.

Led the development and launch of two SaaS solutions, including internal training and client onboarding, resulting in eight-figure contract wins.

Designed and implemented an incident management framework, improving client visibility, internal response times, and overall service transparency.

Partnered with cross-functional teams to standardize software offerings, improving version compliance from 40% to 95% across the client base.

Built client-facing support playbooks and training content, enhancing renewals and service delivery consistency.

Managed executive stakeholder relationships, driving adoption of premium service offerings and process improvement initiatives.

Oversaw hiring, coaching, and performance management strategies that improved employee engagement and reduced attrition across global teams.

Recruited and led a high-performing team that achieved consistent YoY revenue growth, earning district recognition for top performance.

Aligned operational execution with corporate goals through performance coaching, KPI tracking, and customer experience training.

Developed staff development strategies focused on retention and advancement, reducing turnover and improving morale.

Resolved complex client issues with discretion and speed, reinforcing trust and expanding long-term client relationships.

Utilized data-driven insights to target sales training and performance improvement efforts.

Translated corporate strategy into actionable branch-level goals, achieving operational targets during the financial crisis period.

Cultivated and managed strong client relationships, fostering trust and loyalty through exceptional service delivery and personalized financial solutions.

Spearheaded initiatives to bolster Branch revenue growth and enhance customer satisfaction, earning recognition as the "Most Improved Branch" due to outstanding investment sales performance.

Applied expertise from Series 6, 63, 65, and Life and Health Insurance licenses to expertly tackle intricate financial challenges. Delivered optimal financial solutions that exceeded client expectations.

Ensured strict adherence to industry regulations and compliance standards, minimizing risk exposure and maintaining a spotless regulatory track record.

Conducted in-depth market analysis and research to identify emerging trends and opportunities, facilitating data-driven decision-making.

Attained Ace Tier sales performance through the cultivation of enduring client relationships and the provision of expert guidance on their financial challenges.

Utilized Series 6, 63, 65, and Life and Health Insurance licenses to adeptly address intricate financial matters, ensuring clients received optimal financial solutions.

Conducted comprehensive market research and analysis to identify emerging trends and opportunities, informing data-driven decision-making and client strategies.

Demonstrated in-depth knowledge of a wide array of financial products and investment instruments, tailoring solutions to meet clients' specific financial goals.

Managed and improved a manager training program supporting over 200 leaders, driving measurable gains in skill development and leadership effectiveness.

Received the organization-wide Precept Award for Innovation by spearheading people-centered performance initiatives aligned with organizational change goals.

Led a specialized Small Business Support unit that improved customer satisfaction by 40% within one year.

Delivered multi-departmental reporting and analysis for executive leadership, supporting decision-making on performance and staffing.

Directed cross-functional teams in Customer Service, Risk, and Lending, focusing on employee development and operational success.

Collaborated on enterprise learning strategies that aligned with new performance management frameworks.