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Work Background
TIAAManaging Director, Chief of Staff
Aug. 2023Charlotte, North Carolina, United StatesLead team responsible for operational strategy, business insights, operations management, call center support, controls and monitoring. Results: Double digit growth in participant interactions, referrals, sales and revenue; while driving quarterly improvements in controls and monitoring activities.
TIAASenior Director, Chief of Staff
May. 2022 - Aug. 2023Charlotte, North Carolina, United StatesLed team responsible for operational analysis, business insights, project management, pilot management, and general business management support. Results: Implemented three pilots, executed two lead generation initiatives, built first regional sales and capacity forecast, and stood up the region's monthly business insights cadence to monitor performance to plan.
TIAASenior Director, Enterprise Analytics
Oct. 2020 - May. 2022Charlotte, North Carolina, United StatesLed team, responsible for end-to-end, enterprise analysis and business insights in support of the Financial Advice offer, inclusive of marketing, lead generation, and customer experience initiatives. Operated as the Chief of Staff for the Analytics & Data Science Team. Results: Designed approach to forecast revenue impact for the assisted advice channel and built framework to identify participants that would quality for wealth management support in three years.
TIAADirector, Customer Insights
Nov. 2017 - Oct. 2020Charlotte, North Carolina AreaDeliver insights to inform marketing strategy, inclusive of target populations post analytics of email, web and lead generation tactics. Results: Presented and secured approval from the CEO to migrate to a new customer segmentation.
Walgreens Boots Alliance, Retail Pharmacy International (Excl. UK & ROI)Senior Manager, Business Planning & Insights
Oct. 2015 - Nov. 2017Deerfield, ILLed team responsible for promotional planning and insights for health, wellness, grocery and general merchandise categories. Partnered with Merchandising, Merchandise Planning and Supply Chain to forecast product demand.
Walgreens Boots Alliance, Retail Pharmacy International (Excl. UK & ROI)Senior Manager, Promotional Events
Apr. 2014 - Oct. 2015Deerfield, ILLed team responsible for the strategy and implementation of front end, store-wide promotions. Partnered with Marketing, Consumer Insights, Store Operations, Ecommerce & Digital Marketing, Campaign Management, Supply Chain, and Merchandising.
Walgreens Boots AllianceManager, Customer Experience
Nov. 2011 - Apr. 2014Deerfield, ILCo-led the design and implementation of a company-wide, transformational initiative focused on elevating customer service across 8,000+ stores and the call center. Built and executed the measurement plan for the initiative.
Walgreens CoMerchandise Planning Manager, Beauty & Personal Care
Aug. 2009 - Nov. 2011Deerfield, ILLed team of 15 data analysts that specialized in performing category strategy reviews and assortment planning. In 2011, assortment recommendations were estimated at ~$50MM in incremental sales growth.
WalgreensGroup Manager, Consumer Centric Initiative
Jul. 2008 - Aug. 2009Deerfield, ILLed team of three managers and 12 analysts tasked with delivering a 20% assortment reduction within six months. Program goals were achieved on time and contributed to a 2% boost in sales.
WalgreensCategory Assessment Manager, Health & Wellness
Apr. 2005 - Jul. 2008Deerfield, ILLed team that performed category deep dives to support stronger performance through merchandising, assortment, and promotional tactics.
WalgreensCategory Assessment Manager - Health & Wellness
Apr. 2005 - Aug. 2008Deerfield, ILLed Annual Category Reviews for all Health & Wellness businesses: Led Team that performed category deep dives and identified ways to enhance merchandising, assortment, and promotional vehicles to drive category sales.
WalgreensSenior Analyst - Puerto Rico Market
Oct. 2002 - Apr. 2005Deerfield, ILDelivered category reviews for the Puerto Rico market for merchandising and assortment plans.
Evangelical Lutheran ChurchResearch Analyst
Jul. 2000 - Oct. 2002Performed demographic analyses as an input into Church business decisions. Addressed an audience of 20,000 youth at events in New Orleans and Atlanta. Prior volunteer work included leading the Multicultural Committee and travelling to Zimbabwe.
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