Louisville, Kentucky, United States
Experienced technology and financial systems leader with a proven track record of managing critical financial systems for a Fortune 100 company. I specialize in bridging the gap between technology and business by providing robust support to operations, accounting, sales, and actuarial teams. Over my career, I’ve successfully implemented new financial products and instruments, driving efficiency, accuracy, and innovation across complex enterprise environments. As a Subject Matter Expert in Variable Annuities and Oracle Technologies, I combine deep technical knowledge with strategic business insight to deliver impactful solutions. Specialties: 23 years of IT experience in Oracle Technologies 21 years of business experience in the Insurance industry 18 years of management experience in the Financial sector I’m passionate about optimizing financial systems, leading cross-functional teams, and enabling digital transformation initiatives that enhance business outcomes and customer value.
Leading multiple strategic Agile technology lines driving innovation and modernization across Nationwide’s Financial business. Accountable for mission-critical systems supporting billions in annual sales and enhancing digital experiences for advisors and customers. Key Responsibilities & Achievements: Own and oversee Advisory Annuities Systems critical to more than $2 Billion in annual sales. Accountable for Immediate Annuities Systems with more than $2 Billion in annual sales. Leading the Claims Technology Ecosystem for Retirement, Annuity, and Life businesses, enabling seamless claims operations. Driving AI/ML innovation initiatives to enhance decision intelligence and customer experience. Overseeing Illustrations and Comparison Tools to empower advisors with real-time product insights. Responsible for nationwideadvisory.com, an industry-leading platform for managing Life and Annuity products. Delivering transformation through technology, collaboration, and innovation to advance Nationwide’s mission of protecting people, businesses, and futures with extraordinary care. Principal member of: -Insured Retirement Institute (IRI) Governance Committee -Nationwide Financial Fraud steering committee. -Nationwide Financial Controllership steering committee. -Nationwide Financial Tax steering committee. -Jefferson National Management/Operating committee. -Developed Return of Premium rider for Nationwide Financial IOVA. -Platform integration with various Nationwide systems and channels after merger. -$2 Billion block of variable & fixed annuity business conversion acquired from Conseco Life -Term life insurance conversion for Liberty Life and Wilton Re -Platform integration for HSBC -Implementation for Phoenix Life Variable Annuity Product -Developed Industry's first Flat Fee IOVA product - Monument Advisor
Trained high level oracle professionals at various companies throughout US in the following Oracle fields: -RAC -Data Guard -EM -Tuning -DBA -BI
Working part-time at this louisville firm and helping the application development team with their table designs to be used for reporting and MDX queries.