PERFORMANCE CONSULTING
Maven
Expertise & Impact
Services are offered in alignment with my experience and expertise including 35 years as a learning, performance, initiative, transformation and HR Leader in the financial services and health insurance industries.
Executive
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Overhauled operations of a Fortune 50, Health Insurance Consumer Experience Service Ops learning function in five months including 150 associates and 11 teams supporting a dozen businesses and ~21K health insurance agents.
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Reduced staffing and expenses by 15%.
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Increased business support services and development speed.
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Reformed new hire helping decrease agent turnover from 90%+ to 32%.
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Co-Led the introduction of Generative AI solutions which improved associate and consumer experiences.
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Deployed an internal, self-funded AI Task Force to embed L&D with technology, data science and product teams.​
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Delivered modern, digitized learning solutions to support adoption of dozens of AI tools. .
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Transformed knowledge management into a Generative AI solution reducing average agent search time from 3 minutes to ~18 seconds.
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Retired as a Senior Vice President for a global, Fortune 500 Bank.
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Lead company-wide training initiatives deployed to 175K+ employees.
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Acted as an Executive Sponsor and Coach for Diverse Women's Leadership programs.
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Developed and implemented operating models, learning roles and change programs
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Piloted an initial Enterprise Manager Development Program designed for 20K front-line Managers.
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Provided international executive coaching as a Cherie Blair Mentor to female entrepreneurs in developing countries.
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Lead 120+ teammates specializing in analysis, design, content development, project management, resourcing, media/audio/video solutions, technical development, and curation.
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Performance
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Brandon Hall Award winner for best Performance Support solution developed to enable operational excellence
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Diversity & Inclusion Manager award winner for excellence in diverse recruiting, development, and sponsorship.
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Ensured lending workforce met changing business/customer demands during the 2008 housing crisis by providing expertise, staffing, and reskilling for 3000+ redeployed employees.
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Enabled 3,800 Consumer employees to provide seamless customer support during a $21B bank acquisition by leading a team of 95 developers and coaches, a $16.5M learning budget and 300 unique learning solutions.
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Stood up the first shared-services Global Learning Design & Development team to scale operations.
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Delivered executive feedback and facilitated action planning as a Certified Hogan Coach.
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CTA Certified Coach, ACC
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ICF Certified Coach Member
Consulting
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Steered the research, development, and application of advanced, complex, and innovative solutions targeted at reducing learner seat time and increasing on the job performance.
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Managed $24M fixed and variable spend to deliver internal and external learning solutions.
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Participated in multiple Request for Information (RFI) and Request for Proposal (RFP) cycles to select learning vendors and systems.
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Conducted gap analysis, needs analysis and provided recommendations to business leaders and department heads supporting Mortgage Lending, Consumer Lending, Deposits, Small Business, Compliance and Regulatory teams.
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Collaborated with external vendors and service providers to augment staff levels and skill development.