Experience

Hallet Enterprise

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Independent Consultant

  • Mar 2023 - Present

  Fort Worth, Texas, United States



Discover Financial Services

• United States
• Financial Services
• 700 & Above Employee

• Senior DMS Improvement Coach

  • Feb 2022 - Mar 2023

  Remote - Texas

• DMS Improvement Coach

  • Nov 2020 - Feb 2022



Aetna, a CVS Health Company

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Lead Business Consultant

  • Apr 2019 - Sep 2020

  TX, CT, FL, NC, PA, CA, Remote • Influential change leader who expertly performance coaches Senior Directors, Managers, and other Change Agents to accelerate the implementation of a lean management system • Directly coaches leaders selected out of a Business System Health Check, identifying more than $1.4M in projected cost savings utilizing DMAIC root cause problem solving • Led a workstream to revamp the RCPS process during deployment which increased the velocity of opportunities solved by 230%, 3rd Q. 2019



The Hartford

• United States
• Financial Services
• 700 & Above Employee

• Change Agent

  • Jul 2017 - Apr 2019

  TX, CT, Remote • Led and contributed to numerous high impact continuous improvement initiatives across Sr. Management and the Executive Leadership teams of the Personal Lines, Finance, and Claims organizations • Led an agile team of Change Agents that deployed to traditionally difficult business partners such as back office groups (Finance/Accounting) and Specialty Teams (Quality) • Championed the creation of more than 30 standard work articles for the Change Agent community, ensuring a consistent… Show more • Led and contributed to numerous high impact continuous improvement initiatives across Sr. Management and the Executive Leadership teams of the Personal Lines, Finance, and Claims organizations • Led an agile team of Change Agents that deployed to traditionally difficult business partners such as back office groups (Finance/Accounting) and Specialty Teams (Quality) • Championed the creation of more than 30 standard work articles for the Change Agent community, ensuring a consistent deployment experience across the enterprise • Trusted as a ‘Primary Reviewer’ while conducting Maturity Assessments for providing strategic and operational insights to our business partners Show less



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• LMS Senior Analyst

  • Aug 2014 - Jul 2017

  Plano, TX • Provided operational and consultative support in the utilization of Liberty Management System (LMS) models, tools and methodologies, in support of the organization's adoption of LMS principles. • Led execution of LMS activities that included the following: diagnostic and design work, developed and implemented solutions, sustained improvements, and provided coaching and development to all levels of management

• LMS Coach and Transformation Leader

  • Oct 2013 - Aug 2014

  TX, NH, MA, CA, IL, GA, FL • Conducted a complete Diagnostic review of NI AL Claims; led Mindsets and Behaviors work stream while also contributing to the Process Efficiencies lens • Responsible for ensuring the successful deployment of LMS in BI Inland Marine • Built strong relationships in each assignment with local teams and leadership which helped to ensure the success of the project

• CM FOCUS Implementation Leader

  • Jul 2012 - Dec 2013

  Irving, TX • Recognized for outstanding work in 2013 as a Liberty Mutual Top Ten performer • Implemented FOCUS principles across BI Underwriting; Lead for the Southwest Region • Worked collaboratively with local Sustainability Leader, CPO, Business, and the Leadership Team to ensure a successful deployment • Identified the need for and fulfilled a unique role for the ATLAS/FOCUS Alignment Champion, which worked to ensure the two projects remained in close communication

• Business Analyst II

  • Jun 2011 - Jul 2012

  Business Analyst II and subject matter expert in the field of Underwriting Operations and Support for a special project team in Boston, MA. • Worked closely with LMIT and outside vendors to ensure requirements were interpreted correctly and implemented in a timely manner for ATLAS Release 1 and 1.1 • Continuously provided subject matter expertise for both Underwriting and UA roles

• Underwriting Assistant and Business Analyst

  • Oct 2009 - Jun 2011

  Las Colinas, TX and Boston, MA Assistant to field Underwriting Operations in Las Colinas, TX prior to a promotion to Business System Analyst and SME for a special project team located in Boston, MA.



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Agent

  • Nov 2008 - Jun 2009

  Ft. Worth, TX • Lifetime achievement award for Long Term Health Sales (Q2 2009) • Licensed Life & Health Insurance Agent in the State of Texas


Travelers Insurance
• Accounting
• Property and Casualty Underwriter

  • Jun 2006 - Dec 2008