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  • Australasian Association of Six Sigma Practitioners
  • Counting For Life
  • Habitat for Humanity
  • Boy Scouts of America


A business leader known for developing high performing teams, ensuring strategic initiatives succeed, and creating a customer-focused culture. Global experience deploying continuous improvement (Six Sigma & Lean), change, and project management programs.

Work experience

Jan 2007Feb 2011

Business Excellence Leader – Product, Market & Strategy

Genworth Financial (formerly General Electric Capital)
Genworth Financial is a global financial services organization with leading positions in annuities, long-term care, mortgage, and life insurance.
  • Lead team of six Black Belts to deploy the Business Excellence Program, including: 
    • DMAIC and Lean projects (20 projects, $50MM annual benefit)
    • Green Belt training (38 candidates, $10MM benefit)
    • Change management training and coaching (60 participants)
    • Facilitation Network (20 members)
  • Deployed a Program Management Office to implement project management governance and expose project benefit realization and costs
  • Managed organization re-design and growth of Loss Mitigation team by 50 FTE (80%) to strengthen the loss mitigation capability in a deteriorating market. The team met original financial targets and strengthened process controls ahead of increased audit
  • Lead Operations unit (100 FTE) during transition of Operations Leader and National Underwriting Manager. Introduced process monitoring and control procedures and reduced median turnaround time by 50% over four months (420 to 174  minutes)
Feb 2005Jan 2007

Six Sigma Black Belt – Business Excellence Unit

Genworth Financial (formerly General Electric Capital)
  • Created the Expired Policy Program realizing over $11 million earned premium annually and improved capital efficiency. The timely completion of this project earned the Bronze award and top performance rating
  • Improved the mortgage in possession (foreclosure) process resulting in $5 million annual loss savings. Delivered process change, training, documentation, and monitoring metrics for ongoing performance 
  • Reduced $12MM annual losses by identifying negligent property valuations during underwrite instead of claim. Negotiated and established a strategic partnership with third party data provider and instilled into the underwriting process.
  • Created process and financial models including functional cockpit, statistical process controls, and capacity planning for Operations. Trained Managers to monitor the customer experience and optimize resource allocation. Five additional FTEs were approved due to clarity around volumes and customer service obligations
Jan 2004Oct 2004

Six Sigma Black Belt - Strategic Enterprise Services Unit

Merrill Lynch (Bank of America)

  • Eliminated risk of financial planning variance and loss of up to $20 million by regulating accounts used to test new products. Instituted governing body to monitor activity, enforce procedures, and quantify impact on financial reporting. Completion of this project earned top performance rating
  • Re-designed the new account origination process by shifting from an account to household philosophy and secured $250,000 to replace the paper-based process with systematic solution. Improved customer service experience by 10% (per Sales Service Questionnaire)
  • Mentored two Greenbelt candidates through certification
  • Created a Black Belt balanced scorecard by obtaining consensus from management and Black Belts on a method for evaluating Black Belt and organizational performance
Mar 2001Jan 2004

Project Manager - Strategic Development Unit

Merrill Lynch (Bank of America)
  • Managed $26 million project to bring Private Client business in compliance with the newly enacted Patriot Act. Lead four teams to establish business requirements, perform testing, training, change management, and communication. Successful completion earned top performance rating
  • Created Data Validation correspondence in accordance with new SEC regulation. Lead team of five to design and deliver 3.6 million letters prior to deadline 
  • Created team specialized in creating large volumes of new accounts within tight timelines (30,000 stock option accounts within three days). The team routinely exceeded customer service level agreements and released one FTE through system enhancements
May 1999Mar 2001

Fee-Based Products Analyst – Merrill Lynch Unlimited Advantage

Merrill Lynch (Bank of America)

  • Automated job functions resulting in annual cost savings of $650,000 for the Unlimited Advantage product. Earned the Presidents Award and top performance rating
  • Editor of the Bull Horn - A monthly newsletter distributed to 100 employees
Aug 1997May 1999

Trader – Trade Desk

Colorado Commodities Management

  • Series 3 licensed and responsible for executing trades and validating 100+ client equity statements with zero trading errors and meeting compliance objectives
  • Recruited and trained new personnel in all facets of trading and operations
  • Evaluated Exchange for Physical market and created best practices for placing futures trades; saving clients over $500,000 annually in better fill prices and reduced fees


Aug 1993May 1997

Bachelor of Arts

Colorado State University