Seasoned human resources professional with over 12 years experience in the investment banking and insurance industries. Skilled at building client relationships and partnering with the business to drive strategy and revenue growth.
HR Director, Mid Atlantic Zone09/2012CNAPhiladelphia, PA
HR Co-Lead03/2009 to 09/2012CHUBB CUSTOM MARKET, INCNew York, NYPartner and support Chubb Custom Market Inc. (CCM, Wholesale division of Chubb Insurance Companies) in achieving growth and profit results through effective HR business planning and leadership support. Accountable for budget planning and controllable expense management for CCM; direct responsibility for all staffing components as well as coordination with Strategic Planning & Budgeting on major initiatives and changes to achieve business results. Improve organizational effectiveness by planning and executing multiple initiatives - e.g. implementation of UA role to the OSD model; transition of the CSR role to the processing centers; OSD management realignment. Collaborate with the senior leadership team to continually develop and enhance best practices within the management team - e.g. introduced a business planning template with associated training and development; implemented and reinforced a 'culture of accountability'; provided sales training and sales coaching tools. Provide consultation, processes, techniques and tools to support managers in optimizing their talent, including development and succession planning, performance management and compensation alignment. Utilize creative talent acquisition and retention strategies including promotion of internal high potential employees to build a diverse leadership pipeline for CCM. Manage compensation process and budget for CCM ensuring appropriate differentiation in performance with the relevant alignment of rewards to drive a 'pay for performance' culture. Collaborate and leverage best practices of the Talent Strategies Group and other corporate resources to execute the HR Business Plan in support of CCM's business goals. Role includes program design and delivery, development of high potential / high performing program participants. Analyze, interpret and deliver results of the Employee Engagement Survey. Identify strengths and areas for opportunity, manage focus group discussion and deliver on resulting action plans. Member of the NYC Diversity Council and active contributor to the Community Outreach sub-committee. Foster and drive a culture of inclusion through various activities in the community as well as learning opportunities within the Chubb New York City office.
Associate, Assistant Vice President09/1999 to 03/2009DEUTSCHE BANKNew York, NYRelationship Manager for Global Banking, focusing on development initiatives for Managing Directors, Directors, Vice Presidents and Associates. Designed and implemented leadership and development programs to ensure success of recently promoted and high potential employees. Analyzed, interpreted and delivered results of the Corporate Identity Survey, resulting in the formulation of 1 action plans to address gaps in performance. Managed the 360 degree performance evaluation process for the Global Banking Executive Committee, evaluated results and delivered an executive summary of assets and liabilities of each member to the Global Head of Global Banking. Partnered with the business on design and facilitation of off-site meetings to achieve stated business results. Assessed the developmental needs for individual coaching requests and engaged the "best fit" professional coach for the personality type and executive requirements. Managed and evaluated vendor relationships to ensure relevancy and suitability for different client groups. Involved in cross-divisional activities including diversity initiatives, DB Ambassador Program and Women on Wall Street. Co-managed and mentored Junior Development Specialist. Senior Human Resources Advisor for Investment Banking Americas Industry and Product Groups: Consumer, Healthcare, Industrials, Large Cap, M&A, Media, Natural Resources, Relationship Management, Technology, Telecom and all Infrastructure Groups. Provided strategic direction and support to Global Banking managers and employees. Advised on issues pertaining to resource planning and recruiting, training and development initiatives, employee relations issues, compensation, promotion, performance management and restructuring. Recruiting: Focused on hiring of Managing Directors, Directors and Vice Presidents. Worked with senior management on selection of executive search firms, negotiation of search fee contracts, interview and final selection of candidates, recommendation of compensation structure, negotiation of employment agreements (including buy-out scenarios) with legal, management and new hire. Involved in recruitment of four separate team hires and their assimilation into the firm. Compensation: Partnered with group heads in determining individual bonus numbers for all levels within the context of the firm's compensation philosophy. Developed messaging for managers to deliver to employees. Consulted with senior managers post bonus payout to determine retention strategies for key employees. - HR Co-Chair for 2004 - 2006 Associate and Vice President Promotion and Compensation Committee. Worked with senior bankers in the development and application of compensation philosophy, promotion criteria, talent reviews, compensation ranges and assignment of bonus numbers. Managed bonus pool spend and conducted extensive market analysis to ensure competitive compensation. - HR Co-Chair for 2001 - 2004 Analyst Promotion and Compensation Committee. Maintained similar responsibilities as above within a global framework. Employee Relations: Investigated allegations, advised management, counseled employees. Managed multiple lawsuits in collaboration with legal department. Implemented and participated in anti-harassment and non-discrimination training that emphasized the Bank's zero-tolerance position. Restructuring: Partnered with management through strategic business initiatives that included large scale reductions in force, departmental restructuring, consolidation of multiple locations and individual performance scenarios. Counseled management on process and delivery of message. Coordinated logistics for maximum efficiency during large scale and multiple city termination meetings. Collaborated with legal to minimize risk exposure and ensure compliance with adverse impact guidelines. Performance Management: Annual roll out of Performance Management Online (PMO) system to client groups. Coached management on delivery of difficult messages to employees. Collaborated with business management, compliance and legal to successfully smart source the Presentation Group. Responsible for contract negotiations related to HR issues, handled off boarding of over 40 employees. Spearheaded the creation of the Talent Development Committee with a group of bankers, including the COO, to focus on the development of the Analyst and Associate population. Managed and mentored Junior Advisors from 2003 to 2007. Obtained three promotions resulting in expanded responsibility (i.e. Associate, Assistant Vice President and 2 Vice President).
Vice President, Global Banking HR Generalist01/1999 to 01/2007
Bachelor of Science: Business Administration1999UNIVERSITY OF RICHMONDRICHMOND, VA, USUNIVERSITY OF RICHMOND, RICHMOND, VA Bachelor of Science in Business Administration (BSBA) 1999 Concentrations: International Business and Management
1998The University of QueenslandBrisbane, AUThe University of Queensland, Brisbane, Australia (semester abroad, 1998)
NYC Diversity Council and active contributor to the Community Outreach sub-committee. Foster and drive a culture of inclusion through various activities in the community as well as learning opportunities within the Chubb New York City office
Hr, Hr Generalist, Associate, Coaching, Compensation, Performance Management, Training, Accountable For, And Sales, Best Practices, Budget, Budgeting, Business Plan, Business Planning, Csr, Pipeline, Sales, Sales Training, Staffing, Strategic Planning, Succession Planning, Talent Acquisition, Business Management, Contract Negotiations, Contracts, Discrimination, Employee Relations, Executive Search, Healthcare, Hr Issues, Human Resources, Investment Banking, Logistics, M&a, Market Analysis, Natural, Pmo, Recruiting, Recruitment, Relationship Management, Restructuring, Strategic Direction, Talent Development, Telecom, Community Outreach, Employee Engagement, Engagement Survey, Leadership Development, Class, Comprehensive Large Array Data Stewardship System, Program Manager
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Companies Worked For:
CHUBB CUSTOM MARKET, INC
UNIVERSITY OF RICHMOND
The University of Queensland
Job Titles Held:
HR Director, Mid Atlantic Zone
Associate, Assistant Vice President
Vice President, Global Banking HR Generalist
Bachelor of Science : Business Administration 1999 1998
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