Director of Business Development

• Mar 2023 - Present

Owner, Independent Consultant

• Sep 2022 - Present

Deliver enhanced analytics solutions, tools, and insights to increase efficiencies and drive revenue growth. • Assess stakeholder concerns, analyze business data, and recommend optimal solutions. • Provide tool recommendations and training. Deliver enhanced analytics solutions, tools, and insights to increase efficiencies and drive revenue growth. • Assess stakeholder concerns, analyze business data, and recommend optimal solutions. • Provide tool recommendations and training.

Director of Business Strategy and Planning

• Mar 2019 - Jul 2022

2020-2022Led the Program Management Office for Enterprise Risk, managing a $40M+ budget across multiple business lines to ensure data risk and security efforts were maintained and enhanced. Enabled development, execution, and sustainment of the strategic business plan. Informed and ensured analytic and technical initiative alignment to strategic goals and objectives, while enhancing processes and optimizing technical spend.

Director, Decision Science

• Aug 2015 - Mar 2019

Led a team of Decision and Data Science analysts to deliver on Financial Advice Data & Analytics projects, while delivering actionable insights to enhance member financial security and meet the plan. • Led development of Cash Flow and Money Movement infrastructure, reporting, and analytics to understand and predict member behavior and investment patterns; insights reflected continued downward cashflow trends and lack of Mutual Fund competitiveness, identifying ~1/3 of cash outflows to Bank left USAA within 90 days. • Leveraged insights gained from new infrastructure and partnered with Finance to deliver Board level Mutual Fund insights; USAA subsequently sold the Mutual Fund platform within 6 months.• Delivered Financial Advisor Scorecard crediting for Total Gross Cash inflows – new sales, follow-on assets, and shared credit for advice and referrals; driving a 70% increase in Advisor asset crediting and 15% increase in Advisor Effectiveness.• Received 1st Departmental Excellence in Leadership Award. Show less

Director of Applied Analytics

• May 2013 - Jul 2015

Led an analytical insights team to deliver fact-based decisions, identify areas of opportunity and root cause analysis to senior level business leaders to establish and deliver targeted Sales goals. • Created and led development of analytic and planning/forecasting models -including operational sales funnels, product forecasting and planning models, geographic sales planning models and interactive Executive KPI Dashboards to direct business leaders to develop and implement targeted sales strategies that drove a 4% increase in Sales Effectiveness. Show less

Marketing Client Manager and Analyst

• May 2010 - May 2013

2011-2013 Led matrixed teams in the development of new Sales & Call Center planning and measurement capabilities. • Assessed contact center sales effectiveness and developed analytics to enable product offer optimization, which generated ~$1 million in incremental revenue through improved cross-selling and up-selling.• Received “Insight to Action” award from Bank Analytics executive leadership.2010-2011Directed Wealth Management Marketing and Sales Strategies. • Delivered insights and influenced leadership, driving demand generation and increased ROI, contributing to a 6% year over year increase in assets under management in this group of members with $1m+ invested at USAA.• Streamlined the existing Wealth Management outbound call and seminar leads strategies, increasing workforce efficiencies by at least 25%. Show less

Sr Research Analyst

• Apr 2008 - May 2010

Developed member cross-sell and segmentation strategies for marketing campaigns, media buys, and direct marketing to improve ROI; managed strategy for a CD campaign that drove over $500 million in deposits. Developed member cross-sell and segmentation strategies for marketing campaigns, media buys, and direct marketing to improve ROI; managed strategy for a CD campaign that drove over $500 million in deposits.

Pricing Analyst

• Aug 2007 - Apr 2008

Developed pricing strategies in support of company business objectives, improving profit margins an average of 15% by balancing cost, price, and volume to encompass a better price image. Developed pricing strategies in support of company business objectives, improving profit margins an average of 15% by balancing cost, price, and volume to encompass a better price image.

Marketing Consultant

• 2004 - 2006

Statistician

• May 1998 - May 2003

Drove end-to-end survey development and publications, collaborating with cross-functional teams to provide key industry insights and recommendations to government clients. Drove end-to-end survey development and publications, collaborating with cross-functional teams to provide key industry insights and recommendations to government clients.