Experience

Collective Work

• Business Consulting and Services
• 1 - 100 Employee

• Co-Founder

  • Mar 2020 - Present

  Collective Work helps companies in fast-changing sectors – lifestyle, luxury, retail, and next-gen hospitality innovate and grow. We are a research consultancy keeping our clients on the cutting-edge of their industry. At Collective Work, we take an "insight/out" approach, immersing ourselves in the minds and hearts of the modern luxury consumer, then using it to inform innovation, brand development, and communications. Learn more at www.collective-work.com Collective Work helps companies in fast-changing sectors – lifestyle, luxury, retail, and next-gen hospitality innovate and grow. We are a research consultancy keeping our clients on the cutting-edge of their industry. At Collective Work, we take an "insight/out" approach, immersing ourselves in the minds and hearts of the modern luxury consumer, then using it to inform innovation, brand development, and communications. Learn more at www.collective-work.com



Paychex

• United States
• Human Resources Services
• 700 & Above Employee

• Product Manager, Health and Benefits

  • May 2017 - Jun 2019

  Responsible for reducing agency operational costs, increasing agency revenue and improving client satisfaction. Focused on product management and development to meet the insurance needs of businesses with 1-1000+ employees. Products include medical, ancillary and voluntary benefits, ACA compliance services and COBRA. Activities include: ongoing monitoring of state/federal regulatory changes and new technology-based market entrants. Key accomplishments include the identification of partners for quoting services, enrollment/on-boarding of clients and employees, and currently looking for partners for Cobra administration and benefit administration. My main project has been the development of a benefits administration strategy including the business case requesting funding to build or buy a new system. Tasks have included competitive research, strategy development, development of system requirements to build or integrate with a third party and the identification and vetting of acquisition candidates. Show less



Independent Consultant

• San Francisco,CA and Rochester, NY

• Consultant

  • Jun 2002 - Apr 2017

  Established and manage a consulting practice which, provides market research, competitive assessment, business and market planning, organizational design, cross-functional team leadership, training programs and project management for small, mid-size and large businesses. Most recent engagements: For an elite university in Northern CA: Designed and executed a research study to understand how the finance department could improve its relationships and services across the university. This included extensive one-on-one/group interviews and on-line surveys, process mapping, development of a department mission statement and messaging strategies including the facilitation of multiple buy-in meetings with our client's peers and their teams. For the largest customer-owned health-insurance company in the U.S.: Conducted an evaluation of the current status of the implementation of the Affordable Care Act (ACA), including HHS/CMS requirements, state-by-state evaluation of Health Insurance Exchange (HIX) preparation, IT vendor analysis and strategic recommendations for 2013 -2015. Industries: Advertising, Sportswear and Designer Apparel, Consumer Packaged Goods, Healthcare (providers and payers), Management Consulting, Higher Education and Telecommunications Show less



Blue Shield of California

• United States
• Insurance
• 700 & Above Employee

• Corporate Officer and Vice President

  • Jan 2000 - Jan 2002

  Established and led a ninety member marketing team that, contributed to unprecedented increases in membership, revenue, and profitability for 2000 and 2001. Transformed the a marketing communications department to a team providing product management, market management, brand management, Internet marketing and an in-house ad agency. Hired as Director, promoted to Vice -President within six months. Established and led a ninety member marketing team that, contributed to unprecedented increases in membership, revenue, and profitability for 2000 and 2001. Transformed the a marketing communications department to a team providing product management, market management, brand management, Internet marketing and an in-house ad agency. Hired as Director, promoted to Vice -President within six months.



THE MCKENNA GROUP

• Senior Consultant

  • Jan 1997 - Jan 1998

  Consulting projects focused on two main areas: launching new technologies into the consumer marketplace and helping companies improve their customer experience by integrating computer technology into their products and services. Responsibilities included proposal development, engagement management, hypothesis development, research design/implementation/analysis and recommendation development and presentation. Consulting projects focused on two main areas: launching new technologies into the consumer marketplace and helping companies improve their customer experience by integrating computer technology into their products and services. Responsibilities included proposal development, engagement management, hypothesis development, research design/implementation/analysis and recommendation development and presentation.



PACIFIC BELL COMMUNICATIONS (purchased by AT&T)

• Director, Strategy and Customer Relationship Management

  • Jan 1996 - Jan 1997

  Joined PBC as key member of the long distance service launch team. Responsibilities included leading a cross-functional team to select PBC's long distance telephony partner, development of CRM programs and participation on the service launch strategy team. Selected by the CEO to participate in a high-potential employee development program. Joined PBC as key member of the long distance service launch team. Responsibilities included leading a cross-functional team to select PBC's long distance telephony partner, development of CRM programs and participation on the service launch strategy team. Selected by the CEO to participate in a high-potential employee development program.



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• District Manager

  • Jan 1987 - Jan 1996

  Nine years of increasing responsibility in strategic planning, consumer and business marketing and new product/service development. Began as a summer intern, hired as an assistant manager and promoted twice to a district manager. - Managed the college market back-to-school on-campus sales team, developed a bundled product with services specifically for college students. Received AT&T's Spirit of Communication's award. - Lead the development of a co-branded product with American Express for the small-business marketplace. This including leading contract negotiations, systems development, database development, advertising/direct mail and leading cross-functional teams with members from both companies. Received AT&T's Spirit of Communication's award. - Lead strategy development and product launch for both intra-lata and local telephony services in CA. Show less