(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Entrepreneurial oriented and innovation minded Program Leader, Internal Consultant, Project Manager, Senior Analyst who develops and maintains effective communication, accountability, collaborative problem-solving, and partnership between teams from initiation through implementation.  Leveraging extensive business, consulting, and project-management experience to successfully organize cross-functional teams and transform challenging projects into successful and business-vital outcomes.  
  • 17 years of successful experience improving insurance carrier business operations, supporting technology innovations, implementing operational efficiencies, while leading key projects to develop new systems while incurring significant cost savings. 
  • Over 11 years of business, financial, project, and management consulting servicing a broad range of industries and clients. 
  • Over 10 years of successful marketing, sales, recruiting, and consulting experience providing professional and business development, placement, and training programs to individuals and businesses.
  • Strong analytical skills
  • Project management
  • Team-Building
  • Strong collaborative skills
  • Document management
  • Excellent problem solving skills
  • Project intervention specialist
  • Customer needs assessment and requirements 
Education and Training
Project Management Institute Newton Square, PA Expected in 5/2017 : Project Management - GPA :
College for Financial Planning Centennial, CO Expected in 7/1992 : Financial Planning - GPA :
University of Michigan Ann Arbor, MI Expected in 1276 Bachelor of Arts : Psychology - GPA : Dean's Honors
Computer Aid - IT Security - Project Manager
Woodbridge, NJ, 05/2015 - 05/2017
  • With the sale of the Personal Insurance book from Allianz to Chubb, led a cross-functional team that developed and implemented an automated  communications tool and associated processes where Allianz system notices/fixes/upgrades could be readily communicated to Chubb management and staff, which was stipulated in the sales contract and was accomplished on schedule and on budget.
  • Took over the PM role for 3 challenged projects which were critical to accomplish given the terms of the sales contract, but were failing.  These projects were necessary to ensure the integrity of the FFIC finance and commercial applications which had been previously shared with Personal Insurance.  These were highly challenging efforts given the entangled "shared" state of the legacy FFIC application environment.
  • Successfully managed a team of 4 analysts and 2 systems engineers to reconfigure access for over 700 former FFIC employees (now working for Chubb), to disinherit their access from multiple critical business applications and retain their access only to approved PI applications across mainframe, Active Directory, and Tivoli Access Manager controlled access points.
  • Coordinated the re-assignment of all "permitted" business applications across 12 newly developed Chubb profiles, effectively locking out all non-permitted access to FFIC critical business applications.
  • Collaborated with our Technical Services group to successfully create and coordinate the plan to de-couple and sequester Chubb access from 4,000 confidential Shared Folders, 2,700 Active Directory groups, and 32 RACF mainframe groups which required an extensive, expedited, collaborative, and innovative re-engineering effort.  
  • Transitioning two active projects due to my own RIF: Migrating Privileged Access from the legacy FFIC environment from a Lotus Notes Db to a Service Now -Cloud-based IT Service Management support system; & an Infrastructure project to upgrade from IBM Tivoli Access Manager to IBM Security Access Management into the newly established virtual environment for Allianz. Applying this upgrade to 33 critical business system applications.
Fireman's Fund Insurance - Personal Insurance IT - Business Technology Manager and IT Business Systems Specialist
City, STATE, 01/2007 - 05/2015
  • Led the Production Support and Maintenance Team for 3 years for the newly developed Enterprise Policy Administration System (EPAS), coordinating efforts of 6 internal SME's and over 10 vendor technical (onshore & offshore) staff.
  • Organized my team to successfully deliver system training and provide continuous technical support to the 1st level field support team which was positioned across the country in numerous field operation offices.  At its peak, the team was processing/resolving over 150 tickets per week. 
  • Developed all of the communication support and training templates and coordinated the delivery to stakeholders, management, and end-users (including agents) of all pertinent release and training information in an upgraded business-friendly format.
  • Managed the Homeowners release from requirements, screen design, testing, and implementation for the High Net Worth Premier Program, which included all the available (filed) Premier Endorsements.
  • In addition to managing our technology partners (IBM & Accenture), I worked with specialty vendors to ensure the accuracy of critical integration points: Location Services, Report Ordering, Marshall, Swift & Boeckh Replacement Cost Coverage service.        
  • Provided technical assistance to Vendor Management to establish the integration points with various Home Inspection Services across the country:  Profile Inspection Services; JMI Reports; NCA; Cornerstone, CIG, and Mueller Services.   
  • During the Development Phase, was Project Lead directing technical, business, and vendor staff from requirements to end-product development/integration of the Client Management front-end with EPAS (22 months).  This introduced true "client clearance" at the front end of policy administration to ensure the accurate creation and maintenance of current and new customer data records, which contributed to more efficient policy processing, underwriting, issuance, and claims.
  • Developed and deployed a key enhancement to the standard client data display which included current/historical quotes/policies from all PI LOB's, along with providing special views of the customer/policies based on Underwriting Accounts which were cross-referenced against claims from all the customer's policies.  These enhanced displays included policy counts, premium amounts by policy and totals by customer, which became regarded as a highly value-added enhancement by Personal Insurance executives.
  • Project Lead for FFIC Personal Insurance Customer Data Cleansing and Integration  project. Coordinated the activities of system engineers, customer data specialists, business analysts to develop a customer data cleansing & maintenance strategy to repair over 2,000,000 customer records.
  • Hired and trained 12 contract staff to execute the automated and manual data cleansing approaches which were successfully executed prior to the launch of the EPAS.
  • Business Requirements Lead for 21 of the 43 system integration points for the EPAS capturing high level requirements and developing use cases, e.g. Client, Claims, MVR, Agency Hub, Billing etc.
Fireman's Fund Insurance - Enterprise IT - IT Business Consultant and Architect
City, STATE, 01/2004 - 01/2007
  • Led a cross-segment team of 6 analysts to gather the business requirements from all 6 divisions for the purpose of refreshing over 4,900 end-user, executive, and developer workstations. 
  • Coordinated the development and utilization of business software objects defined by profiles which supported and greatly simplified the automated distribution of business application software objects to each of the refreshed workstations.
  • Developed the tools, processes, materials, communication plans & templates, reporting methodology, and training programs to successfully execute this project in under the 10 month timeframe.
  • Led a joint project between the business and IT to reduce printing costs and develop the POC for the new system - Policy View Online (PVO).
  • Eliminated over $1M in print costs and demonstrated additional print savings which resulted in securing the approval for the development of Policy View Online.  After 3 years, Policy View Online project saved the company over $3M.
  • Led an additional joint business/IT project to determine all remaining, non-centralized, and non-coordinated access points to FFIC systems from internal as well as external sources.  Uncovered 12 un-managed access points and developed a 3-year technology roadmap to develop and implement Single-Sign-On capability for both internal and external policy processing and claims administration employees.
  • Obtained approval and funding for a POC to explore how best to integrate/consolidate all Personal Insurance policy processing systems into one integrated system. 
  • Co-created a 5-year technology roadmap to improve functionality for underwriting, system processing, work management, and operations.
  • Collaborated with key business resources to develop the Cost/Benefit analysis to request funding for the Enterprise Policy Administration System (EPAS).
Fireman's Fund Insurance - Commercial Insurance Operations - Internal Consultant and IT Business Services Analyst
City, STATE, 07/2000 - 01/2004
  • Hired as an Internal Consultant to Commercial Insurance Operations, which was required to reduce operational costs, improve internal processing efficiency, and grow business revenue - worked on numerous projects towards achieving these goals/objectives:
  • Conducted an extensive field operations and Home Office review study, interviewing over 50 front-line staff, supervisors, managers, each of the 5 Regional Executives, and each of the 5 business Segment Owners.  Findings were incorporated into the Commercial Insurance Transformation program.
  • Provided input to Commercial Operation's first-ever release of an online presence for FFIC Agents with the FFIC Agent Portal and initial release of its specialized iCustomer Agent Services website.
  • After coordinating a detailed business segment review, with the Business Segment owner's approval, planned and executed the disengagement of 4 legacy claims reporting tools and gathered Business Requirements from each of the 5 Commercial LOB's as input into the first online Claims application for agents to view commercial claims details, which eventually became available online through the newly developed I-Customer channel.  Saved the company $1.5 M in annual system maintenance costs.
  • Was a key contributor to a 14-month long joint IT and Business Architecture effort to support the restructuring of Commercial Business by the Commercial Business Leader which was an integral component to his business transformation road-map in becoming FFIC's next CEO.
WealthDesigns - Consultant and Business Owner
City, STATE, 06/1992 - 07/2000
  • Assisted fast-paced organizations to identify, address, convert their primary business challenges into business opportunities.
  • Provided business and management consulting services along with project management support to a diverse client base, including: technology start-ups, medical/dental practices, software development, real estate brokers, construction, an internet-based national life insurance broker and call center operation.
  • Led various training sessions and workshops pertaining to: strategic and tactical planning, leadership, sales and marketing, cash-flow management, and change management.
  • Facilitated various small groups on: enhancing performance, conflict resolution, effective communication, critical problem solving.
The Lambton Group - Business and Financial Consultant
City, STATE, 11/1988 - 06/1992
  • Produced 30% of the company's revenue out of six revenue-producing consultants.
  • Marketed and sold various business development and financial seminars to over 2,500 participants.
  • Consulted clients on effective communication, cash-flow management, performance tracking, increasing sales, strategic planning, organizational efficiency, team-building, project management, and improved recruitment/hiring practices.
TransNational Corporation - National Training Program Manager, Sales Manager, Operations Manager
City, STATE, 01/1980 - 11/1988
  • Effectively coached business center staff to streamline their business operations, planning processes, and production activities that directly contributed to the company's turnaround effort and improved bottom-line.
  • Led various professional development seminars across numerous topics to over 5,000 participants and staff.
  • Grew the Phoenix office to 3rd in sales/revenue per capita behind NY and LA out of 34 business centers.
  • Scheduled, organized, and produced business events in Nevada, Arizona, New Mexico, and west Texas.
H.L. Yoh Company - Professional/Technical Recruiter
City, STATE, 01/1978 - 01/1980
  • Developed, recruited, and placed 102 professional staff in 2 years.
  • Conducted marketing and business development activities with clients such as Hughes Aircraft, IBM, Gates Learjet, and Burr Brown Electronics for professional/technical placements across a broad range of both permanent and contract requirements.
  • Recruited for such positions as: Lead Scientists, CADCAM Designers, Manufacturing Engineers, Software Engineers, Tool Designers (Mil.Spec.), Systems Engineers, Electro-Mechanical Engineers, Test Engineers.
  • Secured a Secret Clearance through the US Department of Defense.

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School Attended

  • Project Management Institute
  • College for Financial Planning
  • University of Michigan

Job Titles Held:

  • IT Security - Project Manager
  • Business Technology Manager and IT Business Systems Specialist
  • IT Business Consultant and Architect
  • Internal Consultant and IT Business Services Analyst
  • Consultant and Business Owner
  • Business and Financial Consultant
  • National Training Program Manager, Sales Manager, Operations Manager
  • Professional/Technical Recruiter


  • Bachelor of Arts

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