AVP, Ancillary Income Solutions

• 2018 - Present

Director - Transition Leadership Team

• 2016 - 2017

Led planning and execution of market wind-down, ensuring client and vendor obligations were fulfilled and shutdown occurred on-time with negligible customer impact or compliance risk for business lines that contributed over $385 million in new annualized premium for the Affinity Markets business unit. • Researched regulatory requirements for policy termination and non-renewal of insurance lines in 50 states and implemented timely notification processes, guaranteeing business shutdown in the shortest possible period.• Supervised client and administration vendor partnership transition to new providers within the project schedule, ensuring a seamless carrier conversion and providing an optimal customer service experience during customer handoff.• Provided leadership and direction that kept staff engaged, focused and motivated to support client and company initiatives while phasing out their positions. Show less

Marketing Vice President - Transamerica Direct Emerging Business

• 2013 - 2016

Managed Client Implementation and Support Team responsible for business development, competitive intelligence and partner support for new marketing initiatives within Emerging Business segment. • Designed market research that provided insight for analyzing opportunities and prioritizing implementation efforts for new products and verticals.• Successfully developed business strategy, financial projections and market analysis approved by Transamerica’s Marketing Risk Committee and presented to clients for new marketing opportunities.• Established strategy and implemented integrated product marketing with three Care Giving and two Legal Services segment partnerships and directed digital content design with creative agencies. Show less

Vice President, Project Management - Integrated Enterprise Solutions

• 2010 - 2013

Led cross functional project team implementation of a multi-channel marketing platform that improved offer optimization efficiency and increased distribution options for smaller affinity client groups.• Developed business case, cost benefit analysis and project budget for new initiative presentation to senior leaders. • Deployed a web content management E-Commerce platform that streamlined delivery of digital marketing collateral and allowed marketers to easily write and edit content. • Supervised client-facing activity and coordinated all phases of numerous concurrent multi-channel marketing campaigns including creative development, partner on-boarding, data processing, print production, quality control and results tracking.• Advised and influenced senior executives on strategic direction. Show less

Vice President, Marketing Operations

• 2005 - 2010

Managed marketing team for the largest marketing channel within the Direct Solutions Organization. • Ensured optimal marketing investment to meet sales and profitability targets.• Negotiated contracts and managed vendor relationships to ensure regulatory compliance and profitability.• Developed vendor and agent incentive structure using variable compensation model to drive desired results.

Director, Business Unit Finance and Operations

• 2001 - 2005

Managed relationship with a Fortune 50 client, ensuring contractual compliance and profitability of marketing efforts for the business unit. • Assumed a leadership role in developing the strategy credited with saving the economic viability of the telemarketing distribution channel after implementation of the federal do not call list.• Created annual expense budgets, forecast updates, variance reporting, and analysis of trends.• Developed and presented $80-$100 million annual division sales goals and three-year strategic plan for corporate office of JCPenney and new parent, Aegon USA.• Established key performance indicators for the new business unit and assisted marketers with analyzing the economics of marketing campaigns. Show less

Financial Manager, Planning and Budgeting

• 1997 - 2001

Developed financial models with excel and TM1 to integrate financial plans of numerous subsidiary companies across six countries within the division. Facilitated the due diligence process for the Aegon acquisition of the company. Developed financial models with excel and TM1 to integrate financial plans of numerous subsidiary companies across six countries within the division. Facilitated the due diligence process for the Aegon acquisition of the company.