Bio
Experience
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Aegon Asset Management
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Cedar Rapids, Iowa Area
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Senior Operational Risk - Data Governance Analyst
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Sep 2017 - Present
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Cedar Rapids, Iowa Area
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RIM HQ Program Manager
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Jan 2016 - Jul 2017
-Established RIM procedures that supported compliance and regulatory requirements.-Trained cross-functional teams and business units on RIM procedures.-Managed RIM related resources and 3rd party providers to ensure compliant storage, retention and disposition of company Records.-Approved Data Governance processes for IT tollgate projects, ensuring potential risks were identified and remediated.-Created RIM metrics and reported dashboards to leadership team.-Led system decommission team, partnering with Outside Counsel, Data Privacy, Corporate Tax and business units ensuring compliance, TSA and regulatory requirements were met.
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RIM Inventory Leader
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Jan 2011 - Jan 2016
-Responsible for a $10M operating budget, led a team of 4 employees and 50 contractors.-Managed physical and electronic inventory processes and procedures.-Created, monitored and reported on KRIs and KPIs for imaging and inventory processes.-Preformed yearly onsite audits at 3rd party vendor locations. Audits were preformed on processes, procedures and IT infrastructure. Compiled results, reported out to leadership team and created remediation plans.-Established and rolled out operating metrics for 3rd party providers. Monthly metrics meetings were held to ensure that all business requirements and timelines were being met.- Evaluated an internal process against Federal requirement documentation. Identified and remediated gaps. Created and implemented a new process that was compliant with all Federal requirements. Realized a $6M year over year cost savings.-Managed all 3rd party vendor relationships, including contract negotiations.
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Records and Information Management Imaging Leader
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2008 - 2011
-Responsible for a $6M operating budget and led a team of 50 contractors.-Partnered with IT and business units to create and implement an electronic document storage repository.-Led in-person and virtual training on the electronic repository for 3000 Capital employees. Provided on-going training to new hires.-Created, implemented and managed electronic and physical imaging processes and procedures.- Designed and rolled out a robust, scalable electronic imaging platform that increased volume capabilities from 25K to 250K per month. Errors were decreased by 95%.-Captured process metrics and reported dashboards to business units.-Managed all 3rd party vendor relationships.
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Customer Service and Insurance Team Leader
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1999 - 2008
-Led a team of 15 Customer Service Representatives, 5 Insurance Specialists and 20 contractors.-Created and implemented a skill based call routing system for Customer Service.-Created and implemented a call scheduling program and provided training to all Customer Service employees.-Designed a productivity tracking and monitoring process for Insurance contactors.
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