Experience

• 

  United States Department of Defense

  • United States
  • Armed Forces
  • 700 & Above Employee

  • Staff Officer

    • Mar 2018 - Present

  • Program Director

    • Sep 2017 - Mar 2018

    Lead cross functional teams across the enterprise utilizing Lean Six Sigma, Business Process Reengineering and other process improvement methodologies to enhance and innovate how the corporation conducts business.

  • Program Manager

    • Feb 2015 - Sep 2017

• 

  Morgan Stanley

  • United States
  • Financial Services
  • 700 & Above Employee

  • Director

    • Jan 2014 - Feb 2015

  • Associate

    • Jan 2012 - Jan 2014

    Key lead in the deployment of our Insurance Licensing team to the Jersey City site in conjunction with the transition of the Corporate Licensing team from Jersey City to the Baltimore site. Managed a large-scale initiative to stream-line the transmission of education data from all core carriers to two separate databases while managing an education vendor to ensure the process worked fluidly front-to-back. Currently responsible for managing the Corporate Licensing team which ensures the firm is in compliance with state regulations allowing insurance products to be solicited across the country.

  • Analyst

    • Jan 2010 - Jan 2012

    Managed the service team dedicated to providing our branch personnel with support in all facets of the licensing process. Subject Matter Expert on regulatory and education requirements across 51 jurisdictions and responsible for the communication, impact and resolution of any changes across all licensing teams. I was also responsible for leading the effort to transition our working model that separated service and process functions which reduced inefficiencies as well as provide stronger work metrics and staff accountability.

• 

  Citi/Morgan Stanley Smith Barney

  • Owings Mills, Maryland

  • Operations Representative III

    • Jan 2009 - Jan 2010
    • Owings Mills, Maryland

    Led the transition of our reconciliation and document imaging processes to an off-shore vendor tasked with document imaging, auditing, retention, and reconciliation processes. The transition included leading weekly status calls, creating workflow improvements, conducting five-weeks of on-site tr...

• 

  Citi

  • Owings Mills, Maryland

  • Operations Representative I

    • Nov 2006 - Jan 2009
    • Owings Mills, Maryland

    Responsible for the processing of licensing applications and appointments to support our Financial Advisors in the sale and solicitation of insurance products across 51 jurisdictions and providing services to our branch personnel through our Automated Call Distribution (ACD) line. Additional res...