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Work Background
BeyondTrustDirector, Strategic Initiatives
May. 2022Boston, Massachusetts, United StatesTransformation leader responsible for Customer Experience strategic priorities and SaaS transformation initiatives. Internal consulting / advisory to CFO, Customer Operations, Data and Technology Operations. Drive RFP and vendor selection process for ERP and Salesforce implementations
MassMutualHead of Program Operations
Sep. 2020 - May. 2022Springfield, Massachusetts Metropolitan AreaLead Strategic Planning & Delivery (SP&D) operations for program execution of $871M of strategic efforts across the company. Develop business intel to drive strategy and lead to deeper insights for the successful implementation of MassMutual corporate strategy. Manage the Data Analytics team that delivers monthly strategic and financial insights and business reporting to executive leadership as well as runs administration and agile system enhancements of dept. IT platforms. Manage the strategy and execution of yearly Bottom-Up Planning to build pipeline of strategic initiatives that will sustainably grow run-rate earnings by $750M. Responsible for execution of dept's Risk Management framework. Led large Transformation for dept. optimization efforts with data analytics and delivery, organizational effectiveness and improved engagement models.
Boston Consulting Group (BCG)Enterprise Portfolio Management Office Lead
Mar. 2020 - Sep. 2020Boston, Massachusetts, United StatesResponsible for facilitating portfolio governance for $40M portfolio of over 200 projects, which includes business case readiness, resource planning and investment planning. Collaborate with portfolio managers to drive program and project governance, which include tracking value realization, driving business case development, facilitating portfolio reviews as well as securing investment funding.
State of CTExecutive Director
Sep. 2016 - Dec. 2019New Haven, CTDirect and oversee overall operations, budget and staff of state of CT funded agency. Developed + implemented infrastructure to launch new state-wide $25M program for business development + technical assistance services to business owners. Work closely with Board of Directors to manage + develop financial goals, marketing communications and execution, drive brand development, increase + create community relations and partnerships and leverage data analytics to drive business development that expanded the organization and achieved strategic objectives. Reported and presented business outcomes and financial impacts to state of CT leaders. Recommended new programs to combat gaps in economic equity and resources to small business owners.
MassMutualSenior Program Manager
Jan. 2013 - Jan. 2016Springfield, Massachusetts AreaManaged large Transformation effort in Investment Mgmt. operations. Responsible for overall delivery and implementation of new trading processes and technologies; investment accounting technologies (Eagle). Retirement Services program manager for the post-merger integration of corporate (401k) and government (403b) retirement products and systems (OMNI, etc.). Implemented large trading platform for largest portfolio in M&A integration to support operations for $1B+ of assets from acquired company.
BridgewaterBusiness Manager
Jan. 2012 - Jan. 2013Westport, CTDirect report to Head of Operations to drive and manage all Operations' programs and initiatives including Business Continuity Planning (BCP) program, FATCA implementation across company, 3rd party market data (Bloomberg, T Reuters, etc), and Compliance regulatory projects.
BeazleyProgram Manager
Jan. 2010 - Jan. 2012Farmington, CTProgram management of new product development for COO; program management for build and construction of new US offices; and practice lead for US Program / Project Management group.
AccentureSenior Consultant
Jan. 2004 - Jan. 2009Hartford, Connecticut Area
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