Functional Skills
Business Analysis
Business Operations
Business Development
Change Management / Org Design
Customer Experience
Digital Transformation
Enterprise Performance Management (EPM)
Financial Management
Leadership Development
Organizational Design
Process Design / Re-engineering
Project Management
Strategic Planning
Customer Relationship Management
Learning & Development
Software Skills
Salesforce
Microsoft Project
Microsoft Office
Workday
Certifications
Six Sigma Green Belt
Six Sigma Yellow Belt
Sector Experience
Business Services
Healthcare
Technology
Languages
English
Countries Worked In
USCase Study
Case Studies
AI Strategy & Organizational Adoption Roadmap
Business Services
AI Strategy
AI Performance Optimization
AI Agent Workflow Orchestration
Establishing a Product Organization & Strategic Operating Framework
Business Services
Organizational Design
Organization Development
Organizational Strategy
Cross-Functional Governance & Accountability Framework
Business Services
Organizational Design
Organizational Strategy
Organizational Leadership
Fortune 500
Experience
Momentum Group
Other
Founder & Leadership Advisory Partner
2/2026 - Present
Advise organizations on leadership capability, organizational effectiveness, and organizational transformation readiness.
Design leadership development frameworks and executive capability programs for scaling organizations
Facilitate leadership alignment and capability-building initiatives across cross-functional teams
Design leadership development frameworks and executive capability programs for scaling organizations
Facilitate leadership alignment and capability-building initiatives across cross-functional teams
NCM Associates
Product Management / Strategy
Vice President of Product
1/2024 - 8/2025
• Shaped multi-year product strategy and roadmap, guiding cross-functional teams to accelerate innovation and enhance
product portfolio performance. Designed and implemented forecasting, budgeting, and reporting processes that improved financial transparency, enabled informed decision-making, and aligned executive leadership on strategic priorities.
• Directed a team of 3 direct reports (2 Directors, 1 Manager) and a broader organization of 27 U.S.-based remote
professionals, driving enterprise-wide product strategy and execution.
• Built and operationalized the product function from the ground up, stabilizing three strategic pillars.
• Developed foundational processes that created transparency across three product lanes and aligned execution.
• Designed and activated a multi-year product roadmap integrating IT dependencies and enterprise initiatives.
• Launched NCM's first Client Advisory Board, embedding real-time client insights into product strategy.
• Strengthened enterprise communication and visibility by introducing new forums and reporting structures.
• Mentored and restructured innovation teams, elevating ideation, acceleration, and delivery of new offerings.
product portfolio performance. Designed and implemented forecasting, budgeting, and reporting processes that improved financial transparency, enabled informed decision-making, and aligned executive leadership on strategic priorities.
• Directed a team of 3 direct reports (2 Directors, 1 Manager) and a broader organization of 27 U.S.-based remote
professionals, driving enterprise-wide product strategy and execution.
• Built and operationalized the product function from the ground up, stabilizing three strategic pillars.
• Developed foundational processes that created transparency across three product lanes and aligned execution.
• Designed and activated a multi-year product roadmap integrating IT dependencies and enterprise initiatives.
• Launched NCM's first Client Advisory Board, embedding real-time client insights into product strategy.
• Strengthened enterprise communication and visibility by introducing new forums and reporting structures.
• Mentored and restructured innovation teams, elevating ideation, acceleration, and delivery of new offerings.
Marsh & McLennan
Human Resources
Early Career Talent Development Leader
1/2022 - 1/2024
• Directed 2 reports (U.S. and Bogotá, Colombia) and oversaw 8 dotted-line global team members across Canada, Germany, England, Colombia, Brazil, Mexico, and Asia, strengthening early-career talent development worldwide.
• Achieved all service goals with 99% quality scores, reduced overtime by 15%, and earned recognition from executive
leadership.
• Improved retention by 9% through engagement, recognition programs, and global collaboration.
• Increased communication satisfaction by 21% and learning opportunities by 25% via quarterly surveys.
• Expanded program population by 30% in 2022 through development initiatives and frameworks.
• Rolled out a global newsletter for 4,300 employees and created a 10-month leadership program to grow future executives.
• Designed fireside chats to foster open dialogue on compensation, leadership, and career growth.
• Created a Workday flagging system to enable precise tracking and reporting of early-career candidates.
• Achieved all service goals with 99% quality scores, reduced overtime by 15%, and earned recognition from executive
leadership.
• Improved retention by 9% through engagement, recognition programs, and global collaboration.
• Increased communication satisfaction by 21% and learning opportunities by 25% via quarterly surveys.
• Expanded program population by 30% in 2022 through development initiatives and frameworks.
• Rolled out a global newsletter for 4,300 employees and created a 10-month leadership program to grow future executives.
• Designed fireside chats to foster open dialogue on compensation, leadership, and career growth.
• Created a Workday flagging system to enable precise tracking and reporting of early-career candidates.
Mercer
Corporate Strategy & Development
Principal Service Delivery Leader
1/2019 - 1/2022
• Led a $45M client portfolio and team of 86 within a private exchange platform, driving measurable improvements in
efficiency and employee engagement.
• Partnered with C-suite leadership to analyze outcomes, identify scalable improvements, and generate measurable
performance gains.
• Reduced costs by $800K by reallocating tasks to offshore teams in India.
• Increased retention from 90% to 97% with recognition programs and career development strategies.
• Advanced five employees into higher positions within six months through growth planning.
• Created a hybrid role combining client-facing expertise with backend technical skills, improving operational efficiency.
efficiency and employee engagement.
• Partnered with C-suite leadership to analyze outcomes, identify scalable improvements, and generate measurable
performance gains.
• Reduced costs by $800K by reallocating tasks to offshore teams in India.
• Increased retention from 90% to 97% with recognition programs and career development strategies.
• Advanced five employees into higher positions within six months through growth planning.
• Created a hybrid role combining client-facing expertise with backend technical skills, improving operational efficiency.
Mercer
Operations
Principal, West Market Leader
1/2017 - 1/2019
• Directed 19 employees across onsite and remote settings; authored escalation processes and supported client health initiatives.
• Increased client health from 81% to 92% by applying comprehensive cross-functional solutions.
• Organized quarterly Town Halls for 200 staff to align leadership vision and encourage collaboration.
• Designed bespoke training curricula to address evolving departmental needs.
• Launched Market Summit meetings, uniting seven leaders across markets; expanded nationally.
• Increased client health from 81% to 92% by applying comprehensive cross-functional solutions.
• Organized quarterly Town Halls for 200 staff to align leadership vision and encourage collaboration.
• Designed bespoke training curricula to address evolving departmental needs.
• Launched Market Summit meetings, uniting seven leaders across markets; expanded nationally.
Mercer
Operations
Implementation Project Manager
1/2015 - 1/2017
• Led onboarding for new clients valued up to $3M, training 15 new implementation managers (many later promoted).
• Enhanced secure data exchange with new SFTP protocols, reducing risks and rework.
• Developed a demographic file workbook that improved accuracy and minimized rework.
• Enhanced secure data exchange with new SFTP protocols, reducing risks and rework.
• Developed a demographic file workbook that improved accuracy and minimized rework.
Guardian Life Ins. Co. of America
Operations
Team Leader
1/2014 - 1/2015
• Directed a remote team of 17 Account Service Managers across three states.
• Achieved 99% quality scores, reduced overtime 15% monthly, and exceeded all team service goals.
• Created and implemented new workflows and auditing systems, strengthening compliance and efficiency.
• Increased client satisfaction by 25% by realigning books of business to build stronger sales team partnerships.
• Mentored managers, advancing multiple team members into leadership roles.
• Achieved 99% quality scores, reduced overtime 15% monthly, and exceeded all team service goals.
• Created and implemented new workflows and auditing systems, strengthening compliance and efficiency.
• Increased client satisfaction by 25% by realigning books of business to build stronger sales team partnerships.
• Mentored managers, advancing multiple team members into leadership roles.
Guardian Life Ins. Co. of America
Operations
Implementation Manager
1/2012 - 1/2014
• Managed large market implementations ranging $50K–$3M, delivering on-time transitions.
• Implemented 13+ complex clients, partnering with brokers and client teams for successful onboarding.
• Developed workflows that reduced transition time from 30 days to 2 weeks.
• Trained 5+ new implementation managers through shadowing, mock calls, and process training.
• Implemented 13+ complex clients, partnering with brokers and client teams for successful onboarding.
• Developed workflows that reduced transition time from 30 days to 2 weeks.
• Trained 5+ new implementation managers through shadowing, mock calls, and process training.