Experience

Beth Israel Congregation

• United States
• Religious Institutions
• 1 - 100 Employee

• Executive Vice President

  • Jun 2021 - Present

  In close partnership with President, lead and oversee the synagogue from both a strategic and a tactical perspective. Strategize with and provide guidance to senior professional staff, including Synagogue Director and Senior Rabbi. Ensure sound financial management of the congregation. Recruit and lead Board members and other lay volunteers; oversee specific committees.

• Chairman | Strategic Planning Committee

  • Dec 2019 - Dec 2021

  Led strategic planning and implementation process to address challenges of shrinking membership and unsustainable financials, ensuring long-term membership stability and financial health for congregation with 450 member households, $1.4M annual revenue. Ensured implementation by assigning each recommended strategy to a specific standing committee. Engaged over 200 members (volunteers) in various aspects of planning and implementation.

• Board of Directors | Board Representative to Executive Committee

  • Jun 2017 - Jun 2021

  Serve as a leading voice to ensure prudent management of all aspects of synagogue operations.



CareFirst BlueCross BlueShield

• United States
• Insurance
• 700 & Above Employee

• Vice President | Strategy and Planning (Direct Report to CEO)

  • Jul 2007 - Jul 2019

  Led development of CareFirst’s corporate and division-level long-term strategies and annual operating plans for $12B health insurance market leader in Maryland, DC, and Virginia. Served as "right hand" to CEO in development of content for presentations and analyses for CareFirst Board and company executives on long-term strategies and annual operating plans as well as performance monitoring and analysis. Guided executives in development of corporate strategies and business plans, including prioritization of new initiatives.

• AVP | Marketing & Product Development; Director | Strategic Marketing & Analysis

  • May 2000 - Jul 2007

  Directed strategy and planning for entire Marketing Division as well as product development and management for Senior and Individual Under 65 markets, and BlueCross BlueShield of Delaware.

• Corporate Strategic Planning: Director, Corporate Planning

  • 1995 - May 2000

  Corporate Strategic Planning: Director, Corporate Planning and AnalysisMarketing & Product Management: Director, Marketing Planning & Analysis; Manager, Market Research

• Chairman | Educational Endowment Fundraising and Torah-writing Project

  • 2004 - 2006

  Led largest fundraising initiative in congregation’s history in celebration of its 50th anniversary, raising $800K+ to establish an endowment to support lifelong learning programs. Led largest fundraising initiative in congregation’s history in celebration of its 50th anniversary, raising $800K+ to establish an endowment to support lifelong learning programs.



Intersearch Corporation

• Vice President | Customer Satisfaction Practice | Market Research

  • 1991 - 1995

  Primary focus market research, account management and consulting including study design, focus group moderation, study implementation, results analysis, reporting, and presentations. Primary focus market research, account management and consulting including study design, focus group moderation, study implementation, results analysis, reporting, and presentations.



Cigna

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Marketing: Assistant Vice President | Cigna Property & Casualty Division

  • 1981 - 1991

  Progressed through various roles including: Claims: Director, Decision Support; Director, Planning/Analysis & MIS; Director, Operations Research. Commercial Casualty Product Management: Manager, Analysis, Planning & Systems; Product Manager Progressed through various roles including: Claims: Director, Decision Support; Director, Planning/Analysis & MIS; Director, Operations Research. Commercial Casualty Product Management: Manager, Analysis, Planning & Systems; Product Manager