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Work Background
Alvarez & MarsalDirector
Mar. 2024
DeloitteManager
May. 2022 - Mar. 2024Dallas, Texas, United StatesLeads teams focused on operational transformation and financial analysis, including: • Developed operational and technology roadmap for global insurer's real asset group to achieve $3M in annual cost savings • Led development of mobile app for North American life and annuity insurer to be utilized by 3000+ life insurance agents using agile methodology • Led review of a regional medical malpractice insurer's economic capital model and provided recommendations that resulted in a $100M+ decrease in required economic capital, utilizing a variety of approaches (e.g., Basel II v. Basel III) and updating key insurance and market risk assumptions.
EYManager
Feb. 2018 - Apr. 2022Provides services for financial organizations, including: • Led the end to end transformation of a North American life and annuity insurer, specifically focused on outsourcing, automation, and process engineering opportunities in the sales and distribution space (e.g., licensing and contracting, new business submission)
• Led the redesign of group and retirement call centers to achieve $5M annual cost savings through cost optimization and implementation of digital tools.
• Designed a new distribution operating model for a North American life insurance company with an emphasis on expanding new business premium growth by 100% and reducing product cost by 5%. • Led assessment of a regional commercial property and casualty insurance company's small business and middle market business, including designing a target state design aligned for profitability and growth
• Conducted a claims operational assessment for a US insurance company and provided a roadmap for process and operational improvements • Establish a new target operating model for a US insurance company and provide an operations readiness plan for the organization. • Provided assistance for AML and Compliance remediation efforts for a global bank and asset management firm.
MassMutual Financial GroupSenior Business Strategy Consultant
Jul. 2016 - Feb. 2018Charlotte, North Carolina Area
MetLifeSenior Business Strategy Consultant
Nov. 2015 - Jul. 2016Charlotte, NCDeveloped and led strategic initiatives on a variety of projects including:
• NPS and Customer Centricity initiatives designed to track and improve customer satisfaction.
• Assisted the Broker Dealer in transitioning between Clearing House Platforms
• Led the development and implementation of an electronic application for the sale of life insurance products, both through internal distribution and through Third Party Distribution (TPD). In addition, I managed several aspects of an acquisition and split of the US Retail business, a business valued at hundreds of millions of dollars and involving thousands of employees. Included in my responsibilities were:
• The reassignment of all vendor relationships
• The creation of a transition services agreement between the remaining company and the acquiring company.
• The identification and movement of all historical and business records
• Developing a process of paying compensation to over 4000 representatives, brokers, and agents transitioning from internal agents to TPD agents.
AetnaSummer Associate Law Clerk
May. 2014 - Aug. 2014Hartford, Connecticut Area
KAB BiotechFounding Partner
Jan. 2013 - Jan. 2015Start-up developing new products toward various forms of cancer. Conduct patent searches and mapping, write agreements (Operating Agreements, Confidentiality Agreements, and Patent Licensing Agreements), provide accurate legal risk management for potential endeavors, and work on general business matters.
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