SVP, Chief Operating Officer

• May 2023 - Present

Business Consultant

• Nov 2022 - Apr 2023

Served as consultant for various projects within the insurance industry including program to outsource IT run functions of large financial services company and program to align operating model and structure to accommodate continuing growth in a mid size life and health insurance company. Served as consultant for various projects within the insurance industry including program to outsource IT run functions of large financial services company and program to align operating model and structure to accommodate continuing growth in a mid size life and health insurance company.

Director, Insurance Business Process Services

• Oct 2019 - Jun 2022

Serve as functional operations leader for DXC’s life and annuity new business, underwriting, and agency teams. Lead team of 374 employees remotely and physically located across 6 US and offshore locations. Previously, served as senior operations leader for a large client account that included annuity new business processing and call center, post issue, claims, and commissions, Lead team of 305 employees across 4 US and offshore locations. Served as executive leader for Des Moines Site of… Show more Serve as functional operations leader for DXC’s life and annuity new business, underwriting, and agency teams. Lead team of 374 employees remotely and physically located across 6 US and offshore locations. Previously, served as senior operations leader for a large client account that included annuity new business processing and call center, post issue, claims, and commissions, Lead team of 305 employees across 4 US and offshore locations. Served as executive leader for Des Moines Site of approximately 235 employees Show less Serve as functional operations leader for DXC’s life and annuity new business, underwriting, and agency teams. Lead team of 374 employees remotely and physically located across 6 US and offshore locations. Previously, served as senior operations leader for a large client account that included annuity new business processing and call center, post issue, claims, and commissions, Lead team of 305 employees across 4 US and offshore locations. Served as executive leader for Des Moines Site of… Show more Serve as functional operations leader for DXC’s life and annuity new business, underwriting, and agency teams. Lead team of 374 employees remotely and physically located across 6 US and offshore locations. Previously, served as senior operations leader for a large client account that included annuity new business processing and call center, post issue, claims, and commissions, Lead team of 305 employees across 4 US and offshore locations. Served as executive leader for Des Moines Site of approximately 235 employees Show less

Vice President of Annuity and Retail Life Operations

• Mar 2016 - Oct 2019

Served as senior operations leader for MetLife Holdings. Responsibilities included all fixed and variable annuity, retail life insurance, and long-term care processing areas and annuity business relationship management. Team peaked at approximately 952 employees in 8 on and offshore locations with a budget of $170 million. Served as executive leader for Des Moines Site of approximately 400 employees.

Vice President of Annuity and Corporate Benefit Funding Operations

• Oct 2013 - Mar 2016

Served as senior operations leader for all MetLife fixed and variable annuity and Corporate Benefit Funding processing areas and annuity business relationship management.

Head of Annuity Operations

• Nov 1997 - Oct 2013

Served as Chief Operating Officer for ING/VOYA’s fixed and variable annuity and mutual fund custodial businesses. Responsibilities included all annuity processing areas and customer contact center, business relationship management, project management office, document management center, operations business analyst group, enterprise agent licensing and commissions, and corporate policyholder tax reporting. Team comprised of 410 employees in 5 on and offshore locations. Serve as executive leader… Show more Served as Chief Operating Officer for ING/VOYA’s fixed and variable annuity and mutual fund custodial businesses. Responsibilities included all annuity processing areas and customer contact center, business relationship management, project management office, document management center, operations business analyst group, enterprise agent licensing and commissions, and corporate policyholder tax reporting. Team comprised of 410 employees in 5 on and offshore locations. Serve as executive leader for Des Moines Site of 850 employees. Show less Served as Chief Operating Officer for ING/VOYA’s fixed and variable annuity and mutual fund custodial businesses. Responsibilities included all annuity processing areas and customer contact center, business relationship management, project management office, document management center, operations business analyst group, enterprise agent licensing and commissions, and corporate policyholder tax reporting. Team comprised of 410 employees in 5 on and offshore locations. Serve as executive leader… Show more Served as Chief Operating Officer for ING/VOYA’s fixed and variable annuity and mutual fund custodial businesses. Responsibilities included all annuity processing areas and customer contact center, business relationship management, project management office, document management center, operations business analyst group, enterprise agent licensing and commissions, and corporate policyholder tax reporting. Team comprised of 410 employees in 5 on and offshore locations. Serve as executive leader for Des Moines Site of 850 employees. Show less