Experience

Osaic
• United States
• Financial Services
• 400 - 500 Employee
• Vice President Product Owner

  • Jan 2023 - Present


LPL Financial

• Financial Services

• Vice President Operations

  • Feb 2017 - Dec 2022

• Assistant Vice President, Client Compensation and Technology

  • Mar 2015 - Feb 2017

• Manager Technology Services and Compensation Onboarding

  • Dec 2013 - Mar 2015

• Department Lead/Analyst: Commisions QA

  • Oct 2012 - Dec 2013

  Commissions Lead for Regulatory Requests and Analysis.Assisted management with day-to-day oversight of the QA department, ensuring workload was properly disbursed and completed in a timely manner.Created a variety of metrics and dashboards to improve process review and reporting.Supported SOX audits, Internal audits, Compliance requests, and Finance RFIs. Provided detailed charts and figures using excel to showcase QA support ratios, risk mitigations, and error trends.Initiated project charters and supported Project Requirements Development for multiple projects revolving around process improvements, system upgrades and enhancements, and remediation requirements.Identified group weaknesses and bottlenecks, and initiated cross-training and inter-departmental collaboration to minimize risk.Reviewed and updated current processes and controls to identify waste and potential risks. Interviewed and selected contingent workforce to support multiple roles within the department.Developing a Department Overview guide including process flows and procedural documentation to provide a knowledge base for staff and other LPL employees.Group lead for System enhancement project including developing business rules, outlining system requirements, leading user acceptance testing, and final approval signoff. Show less



General Atomics

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

• Cost Estimator / Analyst

  • Jan 2010 - Oct 2012

  •Develop cost estimates for products and services including running meetings, initiating technical and financial review discussions, performing input analysis, developing budget models, and forecasting future pricing. •Develop performance metrics and program reviews for Division management. •Labor Cost Lead for $500 million government proposal effort. •Create guides, flowcharts, and operating models for division. •Interface with multiple departments and divisions within the organization in support of collaboration efforts. •Perform make-buy analysis for products and services to improve profitability. •Created guides and presentations and trained staff on new procedures. •Program and database administration for ProPricer Software Show less



GEICO

• United States
• Insurance
• 700 & Above Employee

• Personal Lines Insurance Agent - Service Counselor

  • Sep 2007 - Mar 2009

  •Customer Service Agent in rolling queue call center. •Personal Lines insurance license. Licensed in California, Hawaii, Idaho, Oregon and Washington. •Analyzed finances and portfolios for customers to offer adequate levels of protection. •Supported development and implementation of new processes and operations. •Customer Service Agent in rolling queue call center. •Personal Lines insurance license. Licensed in California, Hawaii, Idaho, Oregon and Washington. •Analyzed finances and portfolios for customers to offer adequate levels of protection. •Supported development and implementation of new processes and operations.