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Senior Transformation Leader with exceptional record enabling organizations unlock profit and efficiency opportunities through strategic change management. Demonstrated history of partnering with C-Suite executives and senior leadership teams to define project portfolios, ensure strategic fit, and deliver superior business outcomes. Consistently integrating organization strategy and business planning with precise program execution.
Proven record of successful strategy implementation through organization-wide collaboration and integrated project portfolio management. Recognized for building and leading cross-cultural teams that cultivate change agility and deliver initiatives on time and budget. Strong business acumen while implementing culture change with balanced approach to people, technology, processes.
Proven record of successful strategy implementation through organization-wide collaboration and integrated project portfolio management. Recognized for building and leading cross-cultural teams that cultivate change agility and deliver initiatives on time and budget. Strong business acumen while implementing culture change with balanced approach to people, technology, processes.
PROFESSIONAL EXPERIENCE
Sumitomo Mitsui Banking Corporation, New York, NY 2022 - present
Executive Director, Head of Transformation Management Office
Appointed by Head of Transformation and Governance to lead Americas division TMO of the world’s 12th largest bank, with mandate to enhance central project governance and oversight standards and their adoption, and increase the value-add of the TMO through improved standards, controls, and metrics.
Hiscox Business Insurance, New York, NY 2018 - 2021
SVP, Head of Change
Hired by COO with mandate to implement organizational change management and improve outcomes across 6 business units of rapidly growing $1BN U.S. specialty insurer.
Marsh McLennan, New York, NY 2011 - 2018
SVP, PMO & Governance Director
Appointed by COO of $80BN multi-national insurance broker to transform 6 Program Management Offices from focusing on financial controls to improving execution capabilities.
Satori Consulting, New York, NY 2006 - 2011
Consulting Manager
Enabled clients in Financial Services to address their most pressing issues through Program Management, Change Management, and Process Optimization.
Engagements at U.S. Investment Bank:
Executive Director, Head of Transformation Management Office
Appointed by Head of Transformation and Governance to lead Americas division TMO of the world’s 12th largest bank, with mandate to enhance central project governance and oversight standards and their adoption, and increase the value-add of the TMO through improved standards, controls, and metrics.
Hiscox Business Insurance, New York, NY 2018 - 2021
SVP, Head of Change
Hired by COO with mandate to implement organizational change management and improve outcomes across 6 business units of rapidly growing $1BN U.S. specialty insurer.
- Established high-performing team of 30+ to deliver portfolio of product, digital, and regulatory initiatives; achieved 400% increase of successfully delivered projects, reduced expenses by 15%
- Instituted portfolio governance framework to align strategy, budgets, and project selection; considerably increased delivery confidence through realistic resource planning
- Advanced governance metrics for visibility into delivery risks and resourcing of 20+ change initiatives; significantly improved executive ability to optimize the portfolio and promote growth
- Introduced benefits management approach to track $55MM forecast; enabled executive team to define realistic outcomes and rationalize total cost of ownership
- Orchestrated digital program to streamline policy renewals; eliminated quote processing inefficiencies to avoid hiring and delivered renewal automation resulting in $2.5MM revenue uplift
- Implemented agile change operating model for $100MM policy administration platform built to replace 4 legacy systems; improved business-led prioritization of sizeable (>100 epics) backlog
- Restructured program governance of strategic CRM initiative; improved cross-functional alignment on specifications enabled timely delivery of enhanced features and ensured $1.2MM benefit
Marsh McLennan, New York, NY 2011 - 2018
SVP, PMO & Governance Director
Appointed by COO of $80BN multi-national insurance broker to transform 6 Program Management Offices from focusing on financial controls to improving execution capabilities.
- Charged with running executive governance for $260MM global change portfolio; implemented standards to improve business cases and deliver 120+ annual projects
- Implemented benefits measurement reporting; considerably improved sponsor accountability for $48MM change benefits forecast
- Initiated measures to close $20MM U.S. portfolio oversight gap by introducing program governance; improved executive visibility of change pipeline, budgets, and benefits forecasts
- Created change management framework with readiness assessment and transition guides; significantly improved cross-functional collaboration and change awareness in 20+ initiatives
Satori Consulting, New York, NY 2006 - 2011
Consulting Manager
Enabled clients in Financial Services to address their most pressing issues through Program Management, Change Management, and Process Optimization.
Engagements at U.S. Investment Bank:
- Transformed business continuity program from tactical model to strategic focus on operational risk
- Managed regulatory exam response by integrating submissions from 4 cross-functional teams
- Oversaw post-merger integration program forums across 18 workstreams to capture $114MM savings
- Managed HR clearinghouse to review staff census with senior leaders and deliver 700 FTE synergies
EARLIER CAREER
Reed Business Information, New York, NY 2005 - 2006
Program Director
McKinsey & Company, New York, NY 1998 - 2005
Center of Excellence Leader, Operations & Technology
Arthur Andersen, Eschborn, Germany 1997 - 1998
Business Technology Support
Program Director
McKinsey & Company, New York, NY 1998 - 2005
Center of Excellence Leader, Operations & Technology
Arthur Andersen, Eschborn, Germany 1997 - 1998
Business Technology Support
EDUCATION
MA Change Leadership/Organizational Psychology, Columbia University, New York, NY 2017
MBA Executive Management, Pace University, New York, NY 2010
BS Information Systems Management, New York University, New York, NY 2005
MBA Executive Management, Pace University, New York, NY 2010
BS Information Systems Management, New York University, New York, NY 2005
ACTIVITIES AND ASSOCIATIONS
Adjunct Associate Professor, New York University 2007 - present
Team Leader, Site Captain, Volunteer, New York Cares 1998 - present
Team Leader, Site Captain, Volunteer, New York Cares 1998 - present