Recruited, managed day-to-day functions, and mentored the Central Risk Advanced Analytics team of 6 Senior Quantitative Risk Analysts, responsible for modernizing risk analytics through dashboards, strategic research, analysis, reporting, telemetry, metrics (KPIs), and forecast modeling, with the objective of communicating vision, narratives, outcomes, and opportunities to executive leadership and stakeholders with clarity and credibility. • Collaborated with executive leadership and Engineering to translate ambiguous business needs into an analytics strategy roadmap and project plan, complete with business objectives, funding requirements, associated strategy initiatives, supporting platform capabilities, and their shared delivery timelines. • Oversaw the complete pipeline of executive measurement reporting, dashboards, forecasting, and self-serve analytics, including requirements gathering, SAFe Agile refinement, design, development, testing, and implementation. • Avoided $2M+ in potential fines by implementing a machine learning model that forecasts issue completion. This model outperformed manual prediction by 25% and reduced manual analysis time by 50%. Presented these insights in executive committee reporting, increasing the reliability of commitments to regulators. • Saved 20% of department FTE and enabled executive self-service analytics by automating production processes that translated hundreds of Tableau visualizations into executive BI tools, making the complex ecosystems simple for the analytic and user community. • Developed a machine learning model (XGBoost) that predicted member attrition and enabled proactive member retention actions. • Introduced AI-assisted code development to Risk analytics and modeling teams. • Established community of practice, knowledge base, and curriculum for sharing analytic, data science, and AI best practices with peer analytics teams and executive leadership. • Designed and implemented new member remediations workflow, integrated with Salesforce, including requirements, user journeys, design, training, and usage monitoring. • Synthesized comparative analysis of industry trend research regarding control automation and presented narratives, strategic activities, and recommended actions to executive leadership. • Modernized risk exposure insights via the first aggregate risk rating metric that describes the quality of risk management activities across all Bank processes and regulatory requirements.

Managed end-to-end product strategy, lifecycle, data collection, feature delivery, and Agile teams for a portfolio of digital analytics and recommendation engine software products, including Competitive Intelligence, Anomaly/Opportunity Detection, and the Cigna Care Designation (CCD) program. CCD is a member- and provider-facing assessment of provider cost and quality that helps members make informed healthcare decisions. • Collaborated with Clinical Operations, Data Science, Engineering, and Provider Contracting to modernize the CCD program data framework of provider cost and quality performance measurement through migration to strategic cloud-native platform (AWS); reducing maintenance cost, speeding provider insights, and improving accuracy through automation. • Led total medical cost reduction of $100M+ through development of new cloud-based anomaly detection and recommendation engine software; including vision, roadmap, clinical partnership, data science partnership, methodology, delivery health, dashboards, and usage. • Developed a new digital Competitive Intelligence software product integrating market research models to enable the firm to understand and respond to changing competitive landscape and marketplace trends. • Partnered with network management to integrate CCD results and other insights into peer digital tools for network planning and performance measurement, improving Provider Contracting’s ability to forecast utilization, value, and health outcomes for proposed network configurations. • Established and led the guild of Affordability vertical product owners and executive leaders that mentored Product Managers and championed best practices focused on data and AI initiatives across the organization.

Managed teams of five (5) Senior Business Analysts, four (4) Senior Developers, and twelve (12) Software Testers for Anti-Money Laundering, Account Maintenance, Contact Center (Cross Sales), and Bank Operations. Team produced reporting, modeling, and analysis of customer activity and employee performance, developed digital solutions to enhance process efficiency, and managed software enhancements during quarterly release. • Achieved annual enterprise savings over $2M through operational effectiveness and automation projects across numerous processes, including production reporting, predictive modeling, controls development, and Operational Excellence. • Achieved 100 FTE expense reduction by leading an Application Development team that implemented over 50 digital productivity solutions to enhance operational efficiency. • Launched cloud-based analytics and measurement platform for bank operations, enabling executive self-service reporting and insights. • Developed, analyzed, communicated, and implemented a $10M annual sales incentive program for 3,000+ employees in international enterprise call centers. • Pioneered new productivity analytics for annual budget: meeting or exceeding expectations each year. • Managed critical $15M WaMu/Chase merger project to integrate multiple back-office operations for both banks, meeting deliverables on time and within budget.

Software development to support national Home Finance operation with 2000 users and for process improvement projects. Supported business managers and process analysts with the planning, design, and deployment of process improvements that streamline business operations. Collaborated in the construction of a data warehouse to deliver real-time reports. ● Designed and developed a mortgage processing system that processed over $250M in applications, annually. ● Increased annual home finance revenue of $3M+ by implementing a decision support tool that determined products to cross-sell to callers. Tool processed $1.6B in loans in first year. ● Created a customer management tool to profiles 6M+ loans and assisted in decision making and portfolio analysis. ● Architect for the intranet portal for the Chase Home Finance Call Center for ~1.5M calls per month. Portal allows for shorter development time, provided a continuous security model, and leveraged multi-threading capabilities. ● Designed and built a decision support tool that determines products to cross-sell to callers (Patent Pending) System processed $1.6B in funds, realizing a revenue increase of over $3M in 2004. ● Designed and developed a mortgage processing system in MS Access and SQL Server which resulted in over $250M in mortgage applications processed in 2004. Migrated system to the intranet ASP.Net architecture in 2005.