Experience

AIG Life & Retirement

• United States
• Insurance
• 1 - 100 Employee

• Vice President - Annuity Operations New Business

  • Sep 2006 - Present

  Here, I manage New Business, Compensation, and Licensing, consisting of 124 staff members, at a company with $14B in annual sales and $2.25B annual net income. I oversee the design of the future state of service model for New Business. I also enhance the Advisor experience with Individual Retirement through ease of doing business initiatives. I'm a key collaborator with the Finance team to build a Unit Cost Model. I implemented the use of ABC timings for metrics and budgeting. I also liaise with Compliance, Legal and Industry groups to interpret regulatory requirements and determine their impact to operational procedures and processes. And I partner with Product Management and other service areas to support the roll-out of new products and the on-boarding of new distribution partners. Most notably, I identified a cost savings opportunity saving thye company $800K annually and slashing licensing costs by 45%, leading to the adoption of the practice by other business units for substantial savings company wide. As well, I spearheaded the merging of two legacy New Business Teams across two geographical locations, providing uniform service experience to customers and improving score cards from distribution partners. My proactive actions in this role has increased productivity by about 8% annually year over year for six years. Show less



Tumbleweed Communications

• Senior Project Manager - PSO

  • Jun 2006 - Sep 2006

  In this role, I oversaw projects for the IT consulting division specializing in the customization of the firm's Secure File Transfer and Secure Email software platform. I held an individual contributor role as well as Project Manager. In this role, I oversaw projects for the IT consulting division specializing in the customization of the firm's Secure File Transfer and Secure Email software platform. I held an individual contributor role as well as Project Manager.



XPONENT

• Business & Project Manager

  • Oct 2004 - Jun 2006

  Here, I served as Business Manager for an IT consulting firm specializing in PeopleSoft implementations, production support, customization and development of training materials and generating $10M in annual revenue. I oversaw billing and other business management functions. A key accomplishment here is that I successfully coordinated resources for all projects, resulting in seamless operations and on-time completion of projects. Here, I served as Business Manager for an IT consulting firm specializing in PeopleSoft implementations, production support, customization and development of training materials and generating $10M in annual revenue. I oversaw billing and other business management functions. A key accomplishment here is that I successfully coordinated resources for all projects, resulting in seamless operations and on-time completion of projects.



BISYS Retirement Services

• Senior Manager - Plan Reconciliation & Project Team

  • May 2003 - May 2004

  I managed a team of 14 staff in the production of Plan Admins, Participant and Trust Statements as a third party provider of recordkeeping services for 401(k) plans. My expertise and leadership abilities led me to consistently drive timely production of Plan Admins and other projects. I managed a team of 14 staff in the production of Plan Admins, Participant and Trust Statements as a third party provider of recordkeeping services for 401(k) plans. My expertise and leadership abilities led me to consistently drive timely production of Plan Admins and other projects.



MFS Investment Management

• United States
• Investment Management
• 700 & Above Employee

• Assistant Vice President - Qualified Plan Services

  • May 2000 - Dec 2002

  In this role, I led operational teams of 77 members supporting the firm's 8,400 institutional retirement plans ranging from Record Keeping Only to Full Plan Service. I engaged in business development by implementing a new organizational structure to support the targeted marketplace while improving service to the existing book of business. As well, I assisted Marketing in the development and roll-out of new products and services including Self-Directed Brokerage, Outside Funds, E 401(k), and Automated Distributions. Most notably, I established career paths to reduce departmental voluntary turnover from over 35% to less than 3%. I also implemented process and procedural changes resulting in annual savings of over $750K.. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Senior Operations Manager

  • May 1990 - May 2000

  Served in a number of roles of increasing complexity and responsibility from individual contributor to line manager. Was responsible for many key and strategic projects, including building Stock Option as a product, Self-Directed Brokerage and the Outside Fund Trading Platform. Managed and developed staff members and acted as Operations contact for company's largest customer. Served in a number of roles of increasing complexity and responsibility from individual contributor to line manager. Was responsible for many key and strategic projects, including building Stock Option as a product, Self-Directed Brokerage and the Outside Fund Trading Platform. Managed and developed staff members and acted as Operations contact for company's largest customer.