BACKGROUND

• 20+ Years Project Management
• 15+ Years Business Owner
• Quality Function Deployment Training, 2003 Six Sigma
• Black Belt Training, 2002; Certified Black Belt, 2003

SPECIALTIES

• Program & Project Management
• High Profile Programs
• Special & Complex Projects
• Strong Technical Skills
• Quality Assurance and Controls
• Facilitation and Training
• Data Management & Assessment
• Process Improvement

INDUSTRY EXPERIENCE

• Financial & Insurance Services

EDUCATION

Bachelor of Science
– Business Administration
– Central Michigan University
– 1994-1996
Associate Degree in Business
– Lansing Community College
– 1989-1992

PROFESSIONAL EXPERIENCE

• Develop strategic planning to advance the company’s mission and objectives and to promote revenue, profitability, and growth as an organization.
• Manage day-to-day business relationships with customer accounts and provide necessary training and problem resolution to maximize customer satisfaction.
• Performs process assessments, including: defining the problem and causes, process mapping, identify process gaps/issues, determine short term and long term opportunities, provide communication with team, submit recommendations and next steps.
• Experienced in assessing and redefining the roles, structure, and processes of enterprise-wide Project Management Offices.
• Extremely experienced Program Manager and Project Manager, leveraging Waterfall, Agile, Adaptive, and other common methodologies to deliver both IT implementations and Business Transformation initiatives.
• Superior communications skills, targeting all levels of an organization from the front-line staff up to the Board of Directors.
• Management of Business-to-Business Commerce activities: Reporting, project management, system testing, and business support activities.
• Managed department budgets of $6.8 million. Managed financial and confirmation statements for operations, customers, and agents.
• As a Six Sigma Black Belt, implemented Six Sigma Projects that provided process improvements and significant cost savings for Lincoln Retirement Annuities Division.
• Managed Six Sigma Infrastructure components related to Project Selection, Project Tracking, Finance, Communications, Human Resources, Training, and Compliance.
• Provided leadership to all aspects of customer service technology for Lincoln Annuities, including the strategy, development, and management for e-commerce activities.
• Managed external technology providers (vendors/consultants), including request for proposals, vendor selection, and negotiating contracts.
• Developed and implemented a planning and prioritization process for IT projects, including coordination among external technology providers and business partners.
• Exceeded leadership objectives resulting in significantly improving business partner relationships.
• Developed communications regarding new projects and enhancements for the Annuities Operations Departments (500+ associates).
• Developed and administered training for Operations Customer Service Division.
• Developed on-line reference material and administered training for Operations Division (350+ employees).
• Successfully filed insurance contracts with 49 state insurance departments, including the State of New York and New Jersey, the most difficult Insurance Departments in the nation.