Experience

Davies North America

• United States
• Insurance
• 100 - 200 Employee

• Principal Consultant -- Life, Annuity and Supplemental Health

  • Apr 2023 - Present

  Raleigh-Durham-Chapel Hill Area



Agentero

• United States
• Insurance
• 1 - 100 Employee

• Chief Operating Officer, Head of Product

  • 2022 - 2023

  Cary, North Carolina, United States Lead product development and business strategy activities to build an easy to use technology platform that independent P&C agents leverage to improve market access, optimize sales efficiency, and grow their business. • Built an agency platform that focused on key features that agents found intuitive and valuable, setting company records for new and returning users with 10-15% weekly growth rate. • Leveraged industry experience, market research, and user feedback to refine product… Show more Lead product development and business strategy activities to build an easy to use technology platform that independent P&C agents leverage to improve market access, optimize sales efficiency, and grow their business. • Built an agency platform that focused on key features that agents found intuitive and valuable, setting company records for new and returning users with 10-15% weekly growth rate. • Leveraged industry experience, market research, and user feedback to refine product strategy, segment the market, and prioritize initiatives that helped prove our value and achieve market fit. Show less



QOMPLX, Inc.

• United States
• Computer and Network Security
• 1 - 100 Employee

• VP, Platform Data Operations

  • 2021 - 2021

  Tysons Corner, Virginia, United States Created a product life cycle process that aligned product management strategies and plans with Qomplx's development center. Provided the leadership, management, market analysis and product vision necessary to match the capabilities of the platform to real and accessible customer needs and market opportunities. • Conducted market, product, and competitor analytics to develop and execute go to market plan for advanced data ingest, data science, and multi-dimensional time series analytics… Show more Created a product life cycle process that aligned product management strategies and plans with Qomplx's development center. Provided the leadership, management, market analysis and product vision necessary to match the capabilities of the platform to real and accessible customer needs and market opportunities. • Conducted market, product, and competitor analytics to develop and execute go to market plan for advanced data ingest, data science, and multi-dimensional time series analytics engine within data fabric/mesh platform strategy. • Delivered first stand-alone platform product within two months of joining the company. Show less



Groundspeed, now part of Insurance Quantified

• United States
• Insurance
• 1 - 100 Employee

• Chief Operating Officer

  • 2018 - 2020

  Ann Arbor, MI As the COO, I implemented process improvement enabling the organization to scale effectively through rapid growth. Identified and executed the standardization of countless processes from procurement to technology, fulfillment, marketing and analytics across all departments within the company. I ensured smooth operations and consistent delivery of quality and efficient work throughout each practice area. • Led 4x growth in resources and 20x growth in operational capacity during a period of… Show more As the COO, I implemented process improvement enabling the organization to scale effectively through rapid growth. Identified and executed the standardization of countless processes from procurement to technology, fulfillment, marketing and analytics across all departments within the company. I ensured smooth operations and consistent delivery of quality and efficient work throughout each practice area. • Led 4x growth in resources and 20x growth in operational capacity during a period of significant uncertainty, rapid technical innovation, constantly shifting priorities, and uncompromising client expectations. • Developed and motivated a talented but inexperienced team to routinely exceed performance goals. • Planned and executed domestic and offshore resourcing strategy reduce variable costs by 80% and improve scale. Show less



AoA Consulting

• Principal Consultant

  • Nov 2016 - Oct 2018

  Chicago, Illinois, United States I analyze business models, resources, and strategy in conjunction with a marketing and business development plan, budget, team building, financial and business goals to improve measurable business outcomes. I also recommend suggestions for process improvement, KPI/analytics and strategy to help identify and solutions problem areas for executives seeking to turn around or innovate/transform business. • Investigated and proposed solutions to fix transformative strategic technology initiative… Show more I analyze business models, resources, and strategy in conjunction with a marketing and business development plan, budget, team building, financial and business goals to improve measurable business outcomes. I also recommend suggestions for process improvement, KPI/analytics and strategy to help identify and solutions problem areas for executives seeking to turn around or innovate/transform business. • Investigated and proposed solutions to fix transformative strategic technology initiative that helped enhance quality or products. • Reengineered the structure, processes, metrics, talent, and communication strategy for underwriting operations. Show less



CNO Financial Group

• United States
• Insurance
• 700 & Above Employee

• Vice President, Product Development, Analytics, and Strategy

  • 2006 - 2016

  Chicago, IL In this role, I supported creation of cost-benefit analysis with finance providing input in key assumptions. I also set strategic product direction and oversaw the development and operations of the core product. I created business plans and quarterly budget for the business area including personnel, capital expenditures, and operating costs. • Developed and launched a new Equity Indexed Annuity product that exceeded sales goals by 100%. • Achieved a $20M+ annualized savings by identifying… Show more In this role, I supported creation of cost-benefit analysis with finance providing input in key assumptions. I also set strategic product direction and oversaw the development and operations of the core product. I created business plans and quarterly budget for the business area including personnel, capital expenditures, and operating costs. • Developed and launched a new Equity Indexed Annuity product that exceeded sales goals by 100%. • Achieved a $20M+ annualized savings by identifying key performance levers and fixing training, process, and talent deficiencies in claim decision making to achieve and maintain improved results. Show less



United States Air Force

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Captain, US Air Force

  • 1994 - 2000

  Supported US aerospace activities and assets for launch, on-orbit, systems engineering, and program management activities in a variety of military officer leadership roles within the Department of Defense.