Functional Skills
Agile Software Development
Procurement
Data Visualization / Reports
Real World Data (RWD) Strategy
Strategy Development
Commercial Due Diligence
Data Architecture
Digital Care Delivery Model
Integration Management (IMO)
Operations Management
Software Skills
Microsoft Excel
Data visualization
Sector Experience
Business Services
Consumer Goods
Financial Services
Real Estate
Retail
Bulge Bracket Investment Banks
Experience
Chubb
Product Management / Strategy
Head of Performance Measurement and Execution
3/2020 - 8/2022
VICE PRESIDENT, GLOBAL OPERATIONS STRATEGY & EXECUTION (2020-2021) Chubb Limited 2020 – 2022
•Created and led both Enterprise Program Management Office and Global Operations, Strategy and Execution team, with accountability for managing strategic programs across all global operations
•Designed scalable and industrialized measurement frameworks for global digital flip of business
•Established enterprise standards for automation practices, including program tracking and leave-behind state, partnering with stakeholders across businesses, IT and operations
•Reduced yield loss in expense reduction programs by 15% and expanded the pipeline of savings opportunities by $90M over 1.5 years VICE PRESIDENT
•Created and led both Enterprise Program Management Office and Global Operations, Strategy and Execution team, with accountability for managing strategic programs across all global operations
•Designed scalable and industrialized measurement frameworks for global digital flip of business
•Established enterprise standards for automation practices, including program tracking and leave-behind state, partnering with stakeholders across businesses, IT and operations
•Reduced yield loss in expense reduction programs by 15% and expanded the pipeline of savings opportunities by $90M over 1.5 years VICE PRESIDENT
Cleary & Co Consulting
Management Consulting
Vice President
1/2012 - 3/2020
Led due diligence and integration of $28B corporate merger, saving $1B+ and exceeding estimates by $350M
•Managed internal and client agile teams to plan and execute $350M savings through automation implementations for a global property & casualty insurer
•Partnered with client C-suite to identify, quantify and launch $500M+ in growth initiatives focused on new digital acquisition strategies and products
•Designed comprehensive expense and revenue improvement plans for national, $800M market cap restaurant chain
•Devised plan to reduce infant mortality in disadvantaged communities by 35% and reduce costs of healthcare, social services, and special education by $22M per year for an investment of only $2M in enhanced services
•Spearheaded two-year cost-reduction initiative in leading US life insurer that yielded 19% reduction in expenses ($190M), responsible for 50% of operating profit growth during this period
•Reduced overhead staff expense by 22% in first 90 days of work at a m
•Managed internal and client agile teams to plan and execute $350M savings through automation implementations for a global property & casualty insurer
•Partnered with client C-suite to identify, quantify and launch $500M+ in growth initiatives focused on new digital acquisition strategies and products
•Designed comprehensive expense and revenue improvement plans for national, $800M market cap restaurant chain
•Devised plan to reduce infant mortality in disadvantaged communities by 35% and reduce costs of healthcare, social services, and special education by $22M per year for an investment of only $2M in enhanced services
•Spearheaded two-year cost-reduction initiative in leading US life insurer that yielded 19% reduction in expenses ($190M), responsible for 50% of operating profit growth during this period
•Reduced overhead staff expense by 22% in first 90 days of work at a m
The Hall Pass LLC
Start-Up
FOUNDER AND CHIEF OPERATING OFFICER
1/2011 - 1/2013
Founded gym and fitness studio aggregation company, with over 100 studios across Texas
•Responsible for all business plans, marketing and daily operations of the company, including working with clients, customers, and developers to grow top line revenue, expand our customer base and streamline back-end operations
•Responsible for all business plans, marketing and daily operations of the company, including working with clients, customers, and developers to grow top line revenue, expand our customer base and streamline back-end operations
Deutsche Bank
Finance
PORTFOLIO MANAGEMENT ANALYST, GLOBAL PRINCIPAL INVESTMENTS
1/2009 - 1/2011
Managed portfolio of over $2B of commercial, industrial, and residential real estate assets for five international clients
•Crafted and ran valuation models for potential real estate asset investments in multiple sectors and geographies
•Ran risk and financial analyses on all global co-invest positions for Deutsche Bank's real estate funds
•Presented independent analysis on energy/infrastructure investments and improvements for past assets
•Composed research papers on energy sector technologies and market direction, including financial viability of renewal energy investment
•Crafted and ran valuation models for potential real estate asset investments in multiple sectors and geographies
•Ran risk and financial analyses on all global co-invest positions for Deutsche Bank's real estate funds
•Presented independent analysis on energy/infrastructure investments and improvements for past assets
•Composed research papers on energy sector technologies and market direction, including financial viability of renewal energy investment