Expert Profile
Dynamic executive with strong cross-functional experience in both the insurance and financial services industries. Experience includes: Strategic Planning, Budgets & Forecasting, Innovation Management, Call Center Optimization, High-volume Operations Management, Off-shoring, Business Process Optimization, Change Management, Talent Management, Client Experience Management, Mergers & Acquisitions Integration, and Business IT Integration
Have held FINRA Series 7 & 24 Registrations.
Ameriprise Financial - Vice President of New Business & Service Operations (3 years)
Ameriprise Financial - Board Member for the Ameriprise Trust Company (2 years)
Nationwide Insurance - Vice President Operations for Nationwide Better Health, Nationwide Health Plans and GatesMcDonald
Nationwide Insurance - Vice President of Administration for Nationwide Agribusiness
Also held leadership roles in Nationwide Services Company, Nationwide Financial and Nationwide Corporate Human Resources
Nationwide Insurance experience: 15 years in total
MBA - The Ohio State University - Weidler Scholar & Beta Gamma Sigma honoree
Des Moines Business Record's "40 Under 40" Business and Community leaders honoree
Featured speaker at June 2010 International Quality and Productivity Center's Contact Center Exchange on the topic of Call Center Outsourcing.