Experience

Thrivent Asset Management

• United States
• Investment Management
• 1 - 100 Employee

• Manager, Process Management

  • Jun 2017 - Jun 2018

  Greater Minneapolis-St. Paul Area

• Consultant, Business Systems Analyst

  • Sep 2016 - Jun 2017

  Greater Minneapolis-St. Paul Area



Venture Solutions

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Account Manager

  • Oct 2015 - Sep 2016

  Arden Hills, MN Partner closing with key accounts through consultation, proactive recommendations and communication to deliver superior execution and support. • Oversee all aspects of client relationship to ensure expectations are exceeded by maximizing technology and identifying operational efficiency to benefit the client and company. • Identify areas of opportunity for improved operational efficiency while leading and motivating cross-functional teams to meet the needs of the key account. • Foster… Show more Partner closing with key accounts through consultation, proactive recommendations and communication to deliver superior execution and support. • Oversee all aspects of client relationship to ensure expectations are exceeded by maximizing technology and identifying operational efficiency to benefit the client and company. • Identify areas of opportunity for improved operational efficiency while leading and motivating cross-functional teams to meet the needs of the key account. • Foster an environment of accountability and collaborate with other Account Managers to ensure consistency across teams and develop to achieve a "gold standard". Show less



Hartford Funds

• United States
• Investment Management
• 200 - 300 Employee

• Operations Manager

  • Dec 2013 - Sep 2015

  Woodbury, MN Led cross functional team of 11 exempt and non-exempt staff responsible for training, business analysis, and control functions. • Served as Relationship Manager for transfer agent / recordkeeping vendors across Mutual Fund and 529 products, serving as key contact for external vendors for expertise and attention to escalated items. • Acted as business owner for implementation of outsourcing project and transition of operations. • Coordinated monthly leadership and board reporting… Show more Led cross functional team of 11 exempt and non-exempt staff responsible for training, business analysis, and control functions. • Served as Relationship Manager for transfer agent / recordkeeping vendors across Mutual Fund and 529 products, serving as key contact for external vendors for expertise and attention to escalated items. • Acted as business owner for implementation of outsourcing project and transition of operations. • Coordinated monthly leadership and board reporting, conducting review of key performance metrics used for operation of business.

• Senior Process Management Consultant

  • Nov 2011 - Dec 2013

  Woodbury, MN Partnered with subject matter experts. Implemented process improvement initiatives. Streamlined daily processing functions. • Achieved multiple certifications for process improvements developed with Lean and Six Sigma philosophies, building improved culture of process management capabilities by implementing change, which resulted in FTE saves, reduced overtime expenses, and more efficient work processes. • Developed strong understanding of daily operational responsibilities across service… Show more Partnered with subject matter experts. Implemented process improvement initiatives. Streamlined daily processing functions. • Achieved multiple certifications for process improvements developed with Lean and Six Sigma philosophies, building improved culture of process management capabilities by implementing change, which resulted in FTE saves, reduced overtime expenses, and more efficient work processes. • Developed strong understanding of daily operational responsibilities across service organization, by broadening knowledge of various Operation’s teams and responsibilities for organization. • Maintained strong internal relationships with department experts and leadership by gaining trust and respect while increasing knowledge of organization’s process management and working toward implementation of efficiencies.



The Hartford

• United States
• Financial Services
• 700 & Above Employee

• Assistant Director

  • Aug 2006 - Nov 2011

  Woodbury, MN Led 3 managers responsible for 30 — 40 variable staff whose responsibilities included processing new accounts, account maintenance, distributions, quality review, and specialized transactions. • Created strong performance objectives, ensuring positive customer experience through qualitative and quantitative results. • Streamlined and increased workflow efficiency, resulting in lower overtime expense and reduced staffing.

• Manager

  • Aug 2001 - Aug 2006

  Woodbury, MN Co-managed team of 40 — 50 employees, responsible for establishing new accounts, depositing payments, processing withdrawals, quality review, correction, and maintenance related transactions. • Sustained high level of quality results through coaching and monitoring of individual and team performance. • Increased employee morale through development opportunities and building knowledge of other complex responsibilities. Key liaison between product team and transfer agent for Hartford… Show more Co-managed team of 40 — 50 employees, responsible for establishing new accounts, depositing payments, processing withdrawals, quality review, correction, and maintenance related transactions. • Sustained high level of quality results through coaching and monitoring of individual and team performance. • Increased employee morale through development opportunities and building knowledge of other complex responsibilities. Key liaison between product team and transfer agent for Hartford Canadian Fund operations. • Developed relationship management experience and further knowledge of Canada’s financial services industry by maintaining relationship between outsourced transfer agent and internal Hartford product team, while serving as primary contact for escalated issues and resolution.