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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

  • 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.

    • Reduced staffing and expenses by 15%.

    • Increased business support services and development speed.

    • Reformed new hire helping decrease agent turnover from 90%+ to 32%.

  • Co-Led the introduction of Generative AI solutions which improved associate and consumer experiences.

    • Deployed an internal, self-funded AI Task Force to embed L&D with technology, data science and product teams.​

    • Delivered modern, digitized learning solutions to support adoption of dozens of AI tools. .

    •  Transformed knowledge management into a Generative AI solution reducing average agent search time from 3 minutes to ~18 seconds.

  • Retired as a Senior Vice President for a global, Fortune 500 Bank.

    • Lead company-wide training initiatives deployed to 175K+ employees.

    • Acted as an Executive Sponsor and Coach for Diverse Women's Leadership programs.

    • Developed and implemented operating models, learning roles and change programs

    • Piloted an initial Enterprise Manager Development Program designed for 20K front-line Managers.

    • Provided international executive coaching as a Cherie Blair Mentor to female entrepreneurs in developing countries.

    • Lead 120+ teammates specializing in analysis, design, content development, project management, resourcing, media/audio/video solutions, technical development, and curation.

Performance

  • Brandon Hall Award winner for best Performance Support solution developed to enable operational excellence

  • Diversity & Inclusion Manager award winner for excellence in diverse recruiting, development, and sponsorship.

  • Ensured lending workforce met changing business/customer demands during the 2008 housing crisis by providing expertise, staffing, and reskilling for 3000+ redeployed employees.

  • 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.

  • Stood up the first shared-services Global Learning Design & Development team to scale operations.

  • Delivered executive feedback and facilitated action planning as a Certified Hogan Coach.

  • CTA Certified Coach, ACC

  • ICF Certified Coach Member

Consulting

  • Steered the research, development, and application of advanced, complex, and innovative solutions targeted at reducing learner seat time and increasing on the job performance.

  • Managed $24M fixed and variable spend to deliver internal and external learning solutions.

  • Participated in multiple Request for Information (RFI) and Request for Proposal (RFP) cycles to select learning vendors and systems.

  • 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.

  • Collaborated with external vendors and service providers to augment staff levels and skill development.

© Maven Performance Consulting 2025

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