Prospect, Kentucky, United States
Business professional with technology experience; (BA) Business Administration and (MA) Applied Information Technology. Received PMP & ITIL certifications which helped manage infrastructure, software development and end user support teams and projects within. Experienced in planning, budgeting and contract negotiations. Additionally, radio personality Friday mornings on ESPN Louisville (680AM & 93.9 FM). In a former life, a top salesman and tennis pro.
The mission of Nationwide Financial is to help America prepare for and live in retirement. Nationwide Advisory Solutions' mission is to partner with RIAs and Fee-based advisors to help build their practices by enabling clients to accumulate more wealth and reach their financial goals. We do this by developing and delivering value-added investment products, services and technologies which fit their fiduciary standard, all wrapped in an industry-leading customer experience. My role helps facilitate change within the organization as we initiate new partnerships, products and integrations. *Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.
Acquired by Nationwide Financial. Building business and project process around existing agile based development team. Projects: DocuSign, Laserapp, Intranet Dashboard. Jefferson National helps the Registered Investment Advisor (RIA) and fee-based advisers better serve their clients to build wealth and achieve their financial goals.
• Award: smart appreciation award (2014) • Project: served as lead for existing contract transfers due to merger • Project: predictive dialer integration • Project: re-location Louisville office • Project: workstation and OS refresh • Contracts: evaluate Louisville branch contracts & costs • Process: create new processes to maintain dialer compliance. • Managed technology assets. • Managed company’s mobile technologies.
Acquired by Discover Financial Services. • Project: served as IT PM for merger • Project: virtualized legacy data center • Project: PM for organically developed platforms; Licensing, ARC, RETS Portal • Project: First company to integrate with Google to beta test their lead generation platform • Project: Opened Tampa and Indianapolis offices • Negotiations: 40%/100K annual savings printer; 45%/200k savings telecom • Efficiency: expanded national footprint without growing support/engineering headcount • Helped design plans for DR/BCP.
Acquired by Lending Tree Loans. • Project: PM for In house developed industry leading POS software. • Project: virtualized legacy data center • Project: enterprise warehouse platform • Project: toast/red leads • Project: video surveillance of data center • Successfully managed costs and staffing through mortgage crisis in 2007. • Opened office in Nashville. • Created employee IT policies.
• Award: Whatever it Takes • Award: Manager of the Year • Award: GLI Top Ten’s “Distinguished Mention for Distinguished Technology Company" • Projects: new data center, Industry leading POS, predictive dialer integration, new branch offices • Appointed to Manager of Information Technology after CIO departed.
• Rated top 15% in 300 person sales team. • Appointed to process improvement workgroups. • Appointed to R&D; diversify new lead sources after 2007 market crash. Included discovery and live testing. • Assisted in the design, set up and testing of new Loan Origination System, including operational workflows. Additionally, helped facilitate rollout and training and ongoing company wide support.