Chief Operating Officer

• Jul 2022 - Present

Leading Children’s Cancer Research Fund’s operating model from strategy to execution, and core functions of Operations, Finance, Technology, and Human Resources. Increased research funding by 40% and redesigned research selection process to accelerate true breakthroughs for children’s cancer.

Chief Operating Officer & Interim CEO

• Nov 2022 - Jul 2023

Expert in Residence - Silicon Valley Venture Fund

• Jan 2023 - Present

Evaluate, complete due diligence, and select start-ups applying artificial intelligence for early diagnosis. Evaluate, complete due diligence, and select start-ups applying artificial intelligence for early diagnosis.

Healthcare Board Member

• Jan 2022 - Present

Independent Director on the Asbury Communities Board, Chair of the Compensation Committee. Member of the Growth Committee. Independent Director on the Asbury Communities Board, Chair of the Compensation Committee. Member of the Growth Committee.

Member

• Feb 2022 - Present

Think tank organization for Industry Thought Leaders, Change Agents, and Transformation Executives. Think tank organization for Industry Thought Leaders, Change Agents, and Transformation Executives.

Strategic Advisor, Thought Leader, Speaker

• Dec 2021 - Present

Strategic Advisor, Thought Leader, and Keynote Speaker focused on leading organizations, teams and individuals in the Intelligence Transformation, which is the strategic business application of artificial intelligence. Strategic Advisor, Thought Leader, and Keynote Speaker focused on leading organizations, teams and individuals in the Intelligence Transformation, which is the strategic business application of artificial intelligence.

Vice President of Product Management: Digital Transformation & Artificial Intelligence

• Oct 2019 - 2021

Vice President of Digital Transformation & AI leading UnitedHealthcare’s enterprise digital capabilities strategy, development, and management with focus on enabling individualized member experiences for affordability and better health outcomes. Directly reporting to the Chief Marketing Officer of UHC. LEADING DIGITAL & AI INNOVATION AND CAPABILITIES DRIVING SCALABLE GROWTH • Developed the strategy and development of the Preferences Platform across core UHC members; enabling the… Show more Vice President of Digital Transformation & AI leading UnitedHealthcare’s enterprise digital capabilities strategy, development, and management with focus on enabling individualized member experiences for affordability and better health outcomes. Directly reporting to the Chief Marketing Officer of UHC. LEADING DIGITAL & AI INNOVATION AND CAPABILITIES DRIVING SCALABLE GROWTH • Developed the strategy and development of the Preferences Platform across core UHC members; enabling the collection and usage of member/patient experiences designed based on their preferences. Extended to interoperability through member consent with the Integrated Health Record and CMS Interoperability. • Led Artificial Intelligence Center of Excellence for UnitedHealthcare and capability strategy built on Conversational Artificial Intelligence Platform in partnership with Optum Technology. • Introduced a journey orchestration technology to enable member experiences that are in context of their individual care journey, data triggered, and proactive outreach. • Led development of the COVID-19 test locator used by consumers and data shared across the industry and Apple collaborating with cross-functional teams; first health plan to issue the vaccine credential working with the E&I Chief Operating Officer (COO)

Vice President of Operations - Member, Provider & Consumer Experience

• Feb 2016 - Sep 2019

Vice President Consumer and Provider Experience, led Service Experience Innovation and Personalization and operations strategies and deployment for members, providers, and clients across Employer, Medicare, and Medicaid health plan insurance. Led a 70-person organization of Business Strategists, Experience Designers, Data Scientists, Deployment Leaders, Digital Leaders, and dedicated technology agile teams. Reported to the Senior Vice President of Operations. CREATED GOLD STANDARD AGILE… Show more Vice President Consumer and Provider Experience, led Service Experience Innovation and Personalization and operations strategies and deployment for members, providers, and clients across Employer, Medicare, and Medicaid health plan insurance. Led a 70-person organization of Business Strategists, Experience Designers, Data Scientists, Deployment Leaders, Digital Leaders, and dedicated technology agile teams. Reported to the Senior Vice President of Operations. CREATED GOLD STANDARD AGILE INNOVATION, EXPERIENCE AND DELIVERY MODEL ACROSS UHC • Elevated service innovation experiences by developing the first UHC agile-funded program and accelerating execution from months to weeks. Expanded to multiple member channels, including SMS texting, 24x7 social care, and omnichannel experiences integrating medical, pharmacy, behavioral health, and specialty services - for members, patients, providers, and employees. • Established a national footprint for Applied Innovation with seven universities and a pipeline of start-ups with successful proof of concepts (patient tests, Vivify navigation, and Medicaid mobile insights), MVPs and analytics projects. Accelerated and informed of our best-in-class experience strategies.

Vice President Client Experience, Officer

• Mar 2013 - Feb 2016

As a direct report of the CIO, led the end-to-end client experience technology strategy for Ameriprise Financial, including a digital strategy and business intelligence / Big Data approach. LED DIGITAL VISION TO CREATE SUSTAINABLE VALUE ACROSS AMERIPRISE • Led the Digital Vision Strategy for Clients and Financial Advisors that framed the next three years of capital investment, including a business case, voice of the customer, key strategies directly linked to the firm’s growth… Show more As a direct report of the CIO, led the end-to-end client experience technology strategy for Ameriprise Financial, including a digital strategy and business intelligence / Big Data approach. LED DIGITAL VISION TO CREATE SUSTAINABLE VALUE ACROSS AMERIPRISE • Led the Digital Vision Strategy for Clients and Financial Advisors that framed the next three years of capital investment, including a business case, voice of the customer, key strategies directly linked to the firm’s growth strategy, and competitive benchmarking. • Achieved #1 Client Service rating (Temkin Group 2017 Customer Service Ratings) and reduced client attrition by 2% due to improved digital customer experience. Also increased Client Satisfaction of Digital Experience from 59% to 70% in three months. • Developed the Client Data Strategy to enable client alerts, digital personalization, and CRM.

Vice President and General Manager, Officer

• Jan 2009 - Mar 2013

VP and General Manager Product Management for Cash & ONE Financial Account, leadership of four Directors and their respective product teams, including brokerage cash product and the ONE Financial Account (a cash management account with debit card, checking, online bill pay and online experience). CREATED AND DELIVERED ENTERPRISE GROWTH AND MARGIN INCREASES THROUGH DIGITAL TRANSFORMATION & PRODUCT DESIGN • Product Executive for the enterprise-wide brokerage platform program ($200M+… Show more VP and General Manager Product Management for Cash & ONE Financial Account, leadership of four Directors and their respective product teams, including brokerage cash product and the ONE Financial Account (a cash management account with debit card, checking, online bill pay and online experience). CREATED AND DELIVERED ENTERPRISE GROWTH AND MARGIN INCREASES THROUGH DIGITAL TRANSFORMATION & PRODUCT DESIGN • Product Executive for the enterprise-wide brokerage platform program ($200M+, multi-year), including the technology vendor management (assessment, introduction, build-out, and conversion), and designed a transition plan to expand products and sales during the build-out. • Integrated an acquisition, including the integration of products with the increased sales force, and transitioned their products for the future (sales force at ~1,000). • Launched new product lines, closing critical experienced recruiting gaps and high net worth client needs, which resulted in Wealth Management growth. • Led digitization of new business processes for clients and advisors for the Wealth Management product suite. • Designed and executed a cash strategy that increased direct deposit inflows and increased cash spread revenue. • Created and engaged funding for an uplift of money movement as a core capability, including building out key client digital capabilities (over $10M investment).

Vice President, Product Development and Management - Managed Accounts

• Jan 2006 - Jan 2009

Led the SPS Advantage product organization and P&L, the nation’s largest non-discretionary mutual fund advisory product. • Revitalized this mature managed account product line driving growth from $45B to $70 billion in assets, achieved through the development and execution of a product and marketing strategy based on market segmentation, partnering with mutual fund firm wholesalers, uplifting capabilities, and sales force compensation optimization.

Director - Product Management for Cash Management Account

• May 2004 - Dec 2005

Led the product organization to lead the cash management for Ameriprise Financial. This includes financial management, product enhancements.

Director - External Products

• 2003 - Apr 2004

Led product management for non-proprietary mutual funds and 529 plans.

Product Developer

• 2001 - 2002

Project Manager - Advisor Compensation

• Jan 1999 - Jul 2001

Business leader of the implementation of an advisor compensation system - implemented within nine months.

Financial Analyst - Field Leader Compensation

• Jun 1997 - Dec 1998

Designed and implemented field leader compensation programs. Was promoted to Sr. Financial Analyst in the fall of 1998.

Report Specialist - Mutual Funds

• Nov 1995 - May 1997

Created the annual reports for mutual funds, including the security lists, mutual fund account balancing, and financial statements. Led the implementation of a system to automate key functions of the creation of the reports.

Finance and Accounting Trainee

• Jun 1995 - Oct 1995

Rotated through three finance departments to gain experience in brokerage finance, finance within a start-up business, and client accounting.