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Work Background
New Engen, Inc.Senior Vice President People & Operations
Jan. 2021 - Dec. 2024Driving the strategies, programs, and processes to build a world class digital marketing agency. Combining the forces of our client teams with the team that develops and supports our most valuable assets: OUR PEOPLE. Lasered focus on developing high quality client services and expanding our suite of services in an ever changing industry to grow our strategic partnerships across our portfolio of clients. Internally focused on developing the support, resources, and programs to ensure a world renowned employee experience where our employees continue to LEARN | EVOLVE | THRIVE and became sought after industry experts at an organization that is wholly committed to our team members and their continued success and growth.
New Engen, Inc.VP of Client Success & Operations
Jan. 2019 - Dec. 2021United StatesDriving the programs, processes and relationships to ensure quality services to our clients. Leading the evolution of our Agency into the future by developing and driving strategies for technology, people, and operations. Oversee and lean into client service teams developing lasting and growing strategic partnerships at the executive level. This includes relationship management with some of the world's most recognized brands. Primarily focused on growing these relationships and building the internal programs to support and grow partnerships across our portfolio of clients.
Keiro NorthwestChief Executive Officer
Jan. 2019 - Dec. 2019Greater Seattle AreaStrategic oversight of a $20M revenue organization, leading 400+ employees, serving 2,500+ clients, and answering to 8,000+ stakeholders. Balanced assurance that the organization’s mission and core values were put into practice while spearheading the development, communication, and implementation of effective strategies and processes. Motivated a high performance executive management team: attracting, recruiting, and retaining key members of leadership to foster a success-oriented, accountable environment grounded in excellent communication and exceptional execution.
Keiro NorthwestChief Financial Officer | Chief Operating Officer
Jan. 2017 - Dec. 2018Greater Seattle Area
Accountable for balancing fiduciary responsibility, strategy, effective operations and people management. Within 4 months financially stabilized the organization, implemented systemic organizational design changes, and implemented an operational strategy and budget to meet the mission of the organization. Managed the rebuilding of the finance and accounting infrastructure, developed a compliant Human Resources department, and rebuilt the clinical operations team and corporate support staff. Implemented 13 new systems platforms, inventoried and renegotiated vendor contracts [300+], and in the capacity of Chief Compliance Officer, restructured overarching Governance of the organization as well as operationalized applicable regulatory requirements.
SymetraVP, Retirement Division Governance & Business Technology
Jan. 2013 - Dec. 2016Bellevue, WA• Oversaw the central hub of the division coordinating governance, strategic planning, project management, strategic initiatives, vendor management, business analysis, configuration analysis, data governance, process improvement, technology and production support that impacted all functional areas. Led matrix style reporting and accountability which relied heavily on executive level collaboration as well as coordination at all employee levels. This allowed for greater coordination across the entire division resulting in a broader adoption of a team culture which increased productivity and efficiencies. • Collaborated with key executive partners in broad adoption of a capacity planning tool which integrated with financial models. Resulted in management being able to dynamically strategize while forecasting future financial benefits and/or risks. • Increased delivery of products over the course of 3 years by partnering closely with product development to ensure exceptional speed of market. These efforts also resulted in a material increase of sales. • Developed and deployed a multiyear business/technology strategy for the division in support of ROE, Revenue, Quality and Sales Plants/Targets. Increased overall initiatives for the entire division over 2 years.
Symetra FinancialVP, Audit Services
Jan. 2011 - Dec. 2013Bellevue, WA• Presented independent and objective assessment of the organizations operations, risk management and system of internal controls, directly reporting to the company’s Board of Directors. Performed special requests/audits per their request. • Responded to or responsible for executive management requests including, but not limited to: NAIC Compliant Own Risk & Solvency Assessment (ORSA), Enterprise Risk Management (ERM), negotiations of contracts with key external partners, activities related to acquisitions, operational efficiency initiatives, issue root cause analysis, organizational structure research, to ensure effective compliance and risk mitigation mechanisms were in place and operating effectively. • Managed the relationship with our external auditors specific to control testing (including SOX), interim and year end testing, new product evaluations and technology solutions. Increased external auditor confidence and reliance on the use of work from zero hours to approximately 2,300 hours resulting in $500K + company savings for the year. • Built a Consulting & Advisory suite of services which included, but was not limited to: process re-engineering, audit readiness, identification of technology solutions, etc. Delivered 155% over goal on such said initiatives. Comprised of 20% of the department’s overall work.
Symetra FinancialAVP, Audit Services Director
Jan. 2009 - Dec. 2011Bellevue, WA• Restructured the existing audit department by implementing mandatory requirements to ensure compliance with the discipline’s governing body. Created and instituted operational procedures, tools, templates, and management of database compliant with The Institute of Internal Auditor (IIA) framework. • Designed an Operational Audit function. This included the development of a risk assessment to ensure risk and the company’s system of operational internal controls were operating effectively and assessed adequately. • Leveraged efficiencies through internal matrix reporting, cross training and use of technology and risk prioritization in audit strategies. As a result, was able to perform cross functional audits and develop rotational audit program which ensured consistent coverage of significant business areas. • Built leadership pipeline by developing “Future Leaders of Symetra” organization for Generation Y and Millennial employees to network, cross-train and discuss current events, both within and outside of the organization.
Symetra FinancialInternal Audit Manager
Jan. 2007 - Dec. 2009Bellevue, WA• Improved overall effectiveness of SOX program through ~38% decrease in controls over lifetime of program and implementation of efficiency programs including client prepared packages, rotational training and management self-testing. • Partnered closely with business partners to ensure buy-in and ownership of the management owned program. Assisted management with the identification, project management and remediation of deficiencies decreasing such items by 90% over lifetime of program. • Tasked with building a team of employees to maintain the implemented Sarbanes Oxley (404) program. Hired team of 6 (including consultants) within 6 months.
Symetra FinancialSenior Internal Control Analyst & Internal Auditor
Jan. 2006 - Dec. 2007Bellevue, WA• Assisted with the implementation (procedures, processes, tools and corporate training) of the company’s Sarbanes Oxley (404) program in preparation for the company’s public filing. • Participated in developing and ensuring the accuracy of S-1 documentation.
aQuantiveSenior Internal Control Analyst
Jan. 2004 - Dec. 2006Seattle, WA• Assisted with the implementation and ongoing maintenance of the organization’s Sarbanes Oxley (404) program.
Ernst & YoungAuditor
Jan. 2002 - Dec. 2004Seattle, WA• Provided assurance and advisory services for publicly traded clients by assessing financials statements and company’s state of internal controls.
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