Functional Skills
Organizational Design
Strategic Planning
Portfolio Optimization
Marketing Operations
Financial Management
Risk Management
Product Data Management
Product Marketing
Vendor Management
Program Management
Certifications
Six Sigma Green Belt
Sector Experience
Financial Services
Healthcare
Notable Clients
Ameriprise
Optum
United Healthcare
Fortune 500
Experience
Optum (UNITEDHEALTH GROUP)
Marketing
Marketing Transformation Leader
1/2021 - 1/2023
• Directed an enterprise portfolio of 10,000+ annual marketing and IT projects, achieving 98% on-time, on-budget performance.
• Built a centralized PMO on Adobe Workfront, standardizing intake, governance, and dashboards; reduced cycle times by 20% and improved overall project health.
• Designed and implemented a new organizational model, working with CMOs to migrate talent and train 50+ professionals in standardized project management.
• Chaired governance forums and delivered Steering Committee updates on risks, dependencies, escalations, and execution readiness.
• Elevated organizational maturity through CMMI-based practices
• Led a 100-person delivery team with a $30M operating and $20M capital budget.
• Built a centralized PMO on Adobe Workfront, standardizing intake, governance, and dashboards; reduced cycle times by 20% and improved overall project health.
• Designed and implemented a new organizational model, working with CMOs to migrate talent and train 50+ professionals in standardized project management.
• Chaired governance forums and delivered Steering Committee updates on risks, dependencies, escalations, and execution readiness.
• Elevated organizational maturity through CMMI-based practices
• Led a 100-person delivery team with a $30M operating and $20M capital budget.
Optum Rx
Marketing
Marketing Operations & PMO Leader
1/2017 - 1/2021
• Oversaw a $50M annual vendor budget; conducted audits, implemented scorecards, and consolidated suppliers to reduce costs and improve quality.
• Developed portfolio-level reporting frameworks tracking KPIs, utilization, and financial performance.
• Applied Six Sigma metrics to error tracking and process improvement, reducing error rates and boosting efficiency.
• Negotiated with senior leaders to launch and sustain high-impact transformation initiatives based on ROI and business readiness.
• Mentored program managers and stood up a change enablement function
• Delivered executive-level updates with recommendations for decisions, tradeoffs, and prioritization.
• Developed portfolio-level reporting frameworks tracking KPIs, utilization, and financial performance.
• Applied Six Sigma metrics to error tracking and process improvement, reducing error rates and boosting efficiency.
• Negotiated with senior leaders to launch and sustain high-impact transformation initiatives based on ROI and business readiness.
• Mentored program managers and stood up a change enablement function
• Delivered executive-level updates with recommendations for decisions, tradeoffs, and prioritization.
Optum (UNITEDHEALTH GROUP)
Marketing
Marketing Transformation & PMO Leader
1/2011 - 1/2017
• Established an enterprise PMO to govern cross-functional transformation initiatives spanning product, IT, marketing, and operations.
• Built governance models, executive dashboards, and reporting frameworks for enterprise-wide visibility.
• Implemented governance frameworks aligned with CMMI methods, ensuring standardization of intake, risk controls, and delivery practices.
• Introduced corrective action processes, reducing at-risk projects and improving delivery success rates.
• Led ISO certification for the Care Solutions business unit, advancing compliance and operational maturity.
• Conducted vendor assessments, negotiated contracts, and implemented Quarterly Business Reviews (QBRs), cutting spend by 10% and improving delivery quality by 15%.
• Built governance models, executive dashboards, and reporting frameworks for enterprise-wide visibility.
• Implemented governance frameworks aligned with CMMI methods, ensuring standardization of intake, risk controls, and delivery practices.
• Introduced corrective action processes, reducing at-risk projects and improving delivery success rates.
• Led ISO certification for the Care Solutions business unit, advancing compliance and operational maturity.
• Conducted vendor assessments, negotiated contracts, and implemented Quarterly Business Reviews (QBRs), cutting spend by 10% and improving delivery quality by 15%.
UnitedHealthcare
Product Management / Strategy
Product Management & Change Leadership
1/2008 - 1/2011
• Directed enterprise-wide transformation initiatives within the Medicare Advantage business, including digital adoption and operating model redesign.
• Developed program dashboards for executive visibility into risks, dependencies, and progress.
• Implemented risk management and corrective action frameworks to ensure delivery within scope, schedule, and cost.
• Partnered with compliance, IT, and finance leaders to enable cross-organizational transformation adoption.
• Facilitated Steering Committee governance forums, driving alignment and timely decision-making.
• Developed program dashboards for executive visibility into risks, dependencies, and progress.
• Implemented risk management and corrective action frameworks to ensure delivery within scope, schedule, and cost.
• Partnered with compliance, IT, and finance leaders to enable cross-organizational transformation adoption.
• Facilitated Steering Committee governance forums, driving alignment and timely decision-making.
Genesis10 Consulting
Marketing
Lead Consultant – Marketing Operations
1/2005 - 1/2008
• Delivered marketing operations transformation engagements for financial services and healthcare clients.
• Designed and implemented governance models, intake processes, and executive reporting structures.
• Partnered with business leaders to prioritize initiatives, validate business cases, and optimize resource allocation.
• Conducted on-site vendor audits to improve accountability and strengthen performance management.
• Designed and implemented governance models, intake processes, and executive reporting structures.
• Partnered with business leaders to prioritize initiatives, validate business cases, and optimize resource allocation.
• Conducted on-site vendor audits to improve accountability and strengthen performance management.
American Express
Operations
Project Manager – Internal Consulting Team
1/2003 - 1/2005
• Served on the internal consulting team, leading enterprise and field-level transformation programs.
• Partnered with executives to define scope, develop business cases, and deliver strategic initiatives.
• Managed cross-functional teams executing compliance, process optimization, and service model redesign projects.
• Consistently delivered programs on time, on budget, and aligned with strategic growth goals.
• Partnered with executives to define scope, develop business cases, and deliver strategic initiatives.
• Managed cross-functional teams executing compliance, process optimization, and service model redesign projects.
• Consistently delivered programs on time, on budget, and aligned with strategic growth goals.