Puritan Life Insurance Company of America

Established carrier, modern all-cloud  platform  built   from   the   ground   up   with   OpEx   tech model:  
●	Crafting   organizational   strategy   and   technology   roadmap   to   align   execution
●      Company   culture   and   values   shaper,   human   capital   management,  volunteer coordinator, ESG
●	Tech   org   structure   with  internal   strategic   web,   application,   and   database   development   teams   purposefully paired   with   operational   network   and   support   partners
●	Strong   Information   Security   Program   that  integrates   evolving   best   practices   and   complies   with   all regulatory   requirements  including   policies   and   procedures,   training,   vulnerability   scanning and penetration   testing,   audits,   risk   management   (ERM),   vendor   management   and   compliance
●	Marketing   across   all   channels  including  with focus on digital   advertising,   organic   content   strategy, marketing   analytics
●	Creating   accessible experiences  for  agent distribution and direct-to-consumer products,    WCAG   2.0   Level   A   +   AA

Senior Vice President

Vice President, Technology and Project Delivery

Canvas Annuity

Disruptive   online   distribution,    reinventing   the   market   for   MYGAs:
●     D2C annuity distribution with great rates and easy, online application
●     Highly rated platform (73+ NPS, 4.6 on TrustPilot)
●     First-of-its-kind rollover/transfer Applicant Portal
●     New money applications that can be completed, funded, and signed in < 7 minutes
●     Best-in-class Customer Portal and Call Center Tools

Verde Capital Partners (common ownership, DriveTime and Carvana)

Deliver modern, versatile technology solutions for multiple insurance carriers, agencies, and affiliated investment companies across life, annuity, health, and property and casualty product lines:
●     build and manage web, application, and database development and support teams
●     ensure IT regulatory compliance; create IT Road Map development and management
●    alignment with product and organizational strategies across multiple geographic areas, companies, and product lines
●     prioritization of IT resources across companies and product lines
●     IT budget definition and management; due diligence, transition planning, and migration for mergers and acquisitions of carrier and agencies
●     identification and implementation of technology-driven process improvements
●     vendor management
●     design and execution of performance management process
●     company volunteer program coordinator

Technology Director

SilverRock Group, Inc.

Own and drive product design/delivery and technology solutions for Insurance Group:
●     alignment of product and organizational strategies across multiple geographic areas, companies, and product lines
●     definition and cultivation of core competencies and differentiators
●     definition of IT roadmap and prioritization of resources across companies and product lines

Product Manager - Insurance

GO Financial

IT Scrum Team senior member dedicated to Financial Services and Treasury for definition of business vision and problem assessment; discovery, definition, and documentation of business needs and requirements; translation of business requirements to technical requirements for implementation by the development team; management of QA activities and business acceptance

Applications administered included Microsoft Dynamics AX and Financial Force (Salesforce) as well as Treasury analytics support in Microsoft SQL

Project management for ADP Workforce Now implementation

Senior Business Systems Analyst

City of Phoenix

Strategic Plan Team Lead for open data, social media, and mobile

Analytics and business intelligence for the Arizona Tax Simplification Initiative (Oracle)

Business warehouse and business intelligence for City of Phoenix eProcurement (SAP)

Customer Care and Billing System upgrade with exadata/exalogic environment and business process re-engineering

Lead Business Systems Analyst

Arizona Department of Veterans' Services

Chief Financial Officer for an Arizona state agency with an annual operating budget of more than $33 million and almost 500 employees: 

Management of centralized agency administration functions such as accounts receivable, accounts payable, payroll, travel, and asset management

Grant financial management and reporting for programs and capital projects ranging annually from $100,000 to more than and $25,000,000

Legislative and operational budget development, control, and reporting for various funding sources including the State general fund, other governmental funds, proprietary funds, federal funds, and public donations 

Financial data management for procurement, human resources, and financial information systems

Internal and external reporting on financial results of operations for all agency programs and funding sources including revenues and expenditures, fund balance, budget variance, and cash position

Development and implementation of operationally efficient financial policies and processes that ensure compliance with all applicable legal requirements and Generally Accepted Accounting Principles

Agency project coordination for the Statewide Enterprise Resource Planning (ERP) initiative 

Agency application security administration for the statewide financial information system

Chief Financial Officer

Arizona Department of Transportation

Financial Systems Project Manager for the Arizona Department of Transportation ERP initiative and related financial systems: business process review/re-engineering/design/documentation, project management, change management and training, system implementation

Financial Systems Project Manager

Arizona State University

Using knowledge of GAAP, State of Arizona accounting principles, and University policy, preparation and review of financial reports; analyze financial data to discover trends and prepare forecasts; budget creation and compliance review; budget position control; purchase card audits; affirmative action reports;  payroll reconciliation

Accountant

I've actually done it, not just talked about it.  My approach is grounded in action and I am dedicated to making a meaningful impact. 

I constantly evolve the status quo, creating innovative strategies and leading high-performance teams to navigate complex challenges and drive results. 

I have a proven track record of leveraging technology to enhance the insurance experience for insurance companies, financial professionals, and customers.

I love to push the boundaries of what’s possible.

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