Experience

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  Northwestern mutual

  Oct 2008 - Jan 2019

  Advanced to senior role to monitor agility of advisor practice models. Led strategic response to external market conditions, overcoming obstacles in existing structures, systems, and policies that threaten relevancy and competitiveness. Implement operational efficiencies that cut redundancies and streamline activities.• Overall scope of achievements includes: 27% growth in managed assets | $13.75 million in cost savings | 68,750 hours in labor reduction. • Accelerate company’s marketplace position by offering career optionality through customized practice and operating models that fit advisor’s leadership style, personality, business goals, and target market. • Lead transformation of practice model to provide distinctive advisor and field leadership consulting services and support for company’s most sophisticated producers. • Broadened strategic focus for new advisor recruitment, creating pathways for talent to move within the distribution system to further career development.• Apply agile methodology in response to changing needs of advisors in order to provide compliant, streamlined business solutions.• Introduced Enterprise Platform, a teaming program for advisors that enables higher profitability and enterprise value. Show less Promoted to provide strategic clarity and alignment in refining go-to-market strategy in an evolving industry. Delivered analytical insights and expertise that drove decision to acquire LearnVest—a financial technology startup—to build next-generation financial planning tool focused on end-to-end customer experience. • Overview of accomplishments: 32% premium revenue increase | 200% elevation in first-year sales 5 year CAGR 31.14% | 50% boost in multiple product sales. • Illustrated the analytical and intrinsic value of taking a client-centric financial planning approach, which drove the company to articulate its aspiration to be a central partner in clients’ financial lives through an industry-leading financial planning experience. • Re-imagined the sales approach, placing financial planning at the core of advisors’ practices; this experience-led interaction boosted referral potential 25% and resulted in a 157% increase in client net promoter score (NPS). • Defined metrics to objectively measure program success, and experimented with emerging technologies, including AI-driven analytics and chatbots to disrupt the status quo. • Delivered first chatbot for a life insurance call center, a strategy featured at Amazon’s learning conference: 2017 AWS Re: Invent.• Initiated work to leverage Watson AI and Accenture’s X-Ray Accelerator to analyze unstructured recorded call center calls to extract entities, intents, and sentiments within the data. Show less Restructured go-to-market strategy to drive sustainable and repeatable growth for the organization’s 10,000+ advisors. Acknowledged and remedied a culture shift among new advisors who craved more diversity in their service models; drove initiatives to support changes with new technology.• Selected accomplishments include 16% compensation increase for financial reps | 30% boost in new clients 10% more cross-household sales. • Managed development, enterprise partner collaboration, and rollout of multimillion dollar planning platform upgrade on time and under budget.• Guided advisors in initiatives to shift their practices from a transactional model to a more comprehensive financial planning structure. • Created Planning Culture Initiative program designed to train and develop advisors in the financial planning process. Show less Tasked with engineering technology solutions to create efficiencies in advisors’ business and sales cycle processes. Gathered requirements, designed, tested, and developed business solutions to integrate seven disparate tools into one. Managed $50 million portfolio of corporate investments initiatives.• Delivered 19% sales increase with 62% training benchmarks improvement. • Embedded engineers into business areas to identify technology needs of advisors. • Sponsored and facilitated internal learning centers to bring together sales ideas, planning concepts, and productivity solutions. • Collaborated with local network offices to deliver training to new advisors. Show less As chair of Northwestern Mutual's United Way campaign I am responsible for leading a successful (goal-achieving) United Way campaign. Maximize available resources to optimize the results under tight financial and outside economic constraints.Motivate the 200+ volunteers of the campaign to run a campaign that:• Raises the awareness of the United Way among employees.• Maintains a campaign that is enjoyable to employees and is not seen as high pressure.• Continues to drive the behavior of pledging. Show less

  • Senior Director - Advisor Practice Model Transformation

    Sept 2017 - Jan 2019

  • Director - Planning and Sales

    Dec 2014 - Sept 2017

  • Assistant Director - Financial Planning

    May 2011 - Dec 2014

  • Systems Engineer

    Jan 2002 - May 2011

  • United Way Campaign Chair

    Oct 2008 - Oct 2009
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  Wisconsin conservatory of music

  Aug 2009 - Jul 2016

  The Wisconsin Conservatory of Music was founded in 1899 to fill a need for music instruction on a broad, comprehensive scale. The mission of the school is to provide the finest musical education and performance opportunities to the aspiring professional musician and to anyone else desiring cultural enrichment and self-fulfillment. Served in multiple roles, including Chairman, Vice Chairman, and Treasurer. The Wisconsin Conservatory of Music was founded in 1899 to fill a need for music instruction on a broad, comprehensive scale. The mission of the school is to provide the finest musical education and performance opportunities to the aspiring professional musician and to anyone else desiring cultural enrichment and self-fulfillment. The Wisconsin Conservatory of Music was founded in 1899 to fill a need for music instruction on a broad, comprehensive scale. The mission of the school is to provide the finest musical education and performance opportunities to the aspiring professional musician and to anyone else desiring cultural enrichment and self-fulfillment.

  • Chairman of the Board

    Aug 2009 - Jul 2016

  • Vice Chairman and Treasurer

    Aug 2012 - Jul 2014

  • Member of the Board

    Aug 2009 - Jul 2012
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  Accenture

  Jan 2019 - now

  Managing director - global insurance practitioner

  Partnering with senior executives at global companies to develop strategies allowing them to capitalize on new and emerging technologies, driving growth, improving customer experience, and generating substantial cost savings. Delivering upon transformation solutions through business model transformations, operating model designs, cost reduction programs, and introduction/expansion of digital technologies.Leader of Accenture's Retirement Services practice. Helping carriers in the 401(k) and 403(b) market with participant and plan sponsors to deliver front office and back office operations. Accenture is a leading global professional services company, providing a broad range of services in strategy and consulting, interactive, technology and operations, with digital capabilities across all of these services. We combine unmatched experience and specialized capabilities across more than 40 industries – powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. With 506,000 people serving clients in more than 120 countries, Accenture brings continuous innovation to help clients improve their performance and create lasting value across their enterprises. Show less