Becky McCutcheon

Your attitude, not your aptitude, will determine your altitude. - Zig Ziglar

Becky McCutcheon

BACKGROUND

  • 25+ Years Operational Leadership
  • 25+ Years in Management Development
  • 15+ Years in Customer Service Leadership
  • 7+ Years in Training and Development
  • Project Management and Process Improvement

EDUCATION

Indiana Institute of Technology (IIT)
– Bachelor of Human Resources Administration
– Associate of Business Administration and Organizational Development

Agile Leader Certification
Six Sigma Green Belt Certification
FINRA 6, 26 Securities Registration

SPECIALTIES

  • Relationship Management
  • Operational Design and Effectiveness
  • Talent Management and Employee Engagement
  • Training development and Delivery
  • Change Management
  • Process Improvement
  • Diversity and Inclusion
  • Project Management
  • Communication

INDUSTRY EXPERIENCE

  • Financial and Insurance Services
  • Customer Service
  • Operations

PROFESSIONAL EXPERIENCE

  • Responsible for managing and implementing customer improvement projects, including conducting process improvement assessments, lead fact-finding meetings; understand and document current state; identify gaps and inefficiencies; identify process improvement opportunities; create recommendations and design future state processes; outline next steps and prepare project plan and final report for the customer.
  • Identify and analyze company challenges; create and implement solutions to enhance business operations; provide recommendations and potential opportunities based on data and industry best practices.
  • Training assessment, development and delivery based on customer needs.
  • Design and implement change management plans.
  • Responsible for managing the complete project lifecycle and leading day to-day activities of the project.
  • Develop project plans, schedules, scope diagrams, RAID logs, and other project artifacts.
  • Facilitate and lead meetings; oversee project teams; provide regular communication to project team, stakeholders, sponsors, and executives.
  • Implement project delivery based on client’s methodology (waterfall, adaptive, agile, and/or a hybrid model).
  • Provided oversight and guidance to mitigate risks associated with maintenance changes supporting Broker Dealer and Producer contract credentialing and commission payout.
  • Led functional teams responsible for validating state licensing and training requirements needed to sell products as well as calculating and paying commissions to Broker Dealer firms and/or producers according to sales hierarchy.
  • Provided leadership and direction to customer facing teams responsible for the calculation and payout of commissions in support of all product lines.

Becky McCutcheon

Your attitude, not your aptitude, will determine your altitude. - Zig Ziglar

Becky’s been a leader in the financial services industry for decades. Her focus on talent development, operational structure, process improvement, as well as customer service operations is a valuable addition to the Bulldog team. Having been involved with project delivery for years, Becky brings extensive experience in project management, and business org readiness. Her collaborative style, positive energy, and ability to execute in difficult situations has proven invaluable to her teams.

FUN FACTS

Favorite vacation:

The beach

Favorite thing about Bulldog:

Partnership, collaboration, and leadership are at the heart of what we do

Fun fact:

Becky was on The Price is Right with Bob Barker and won