I am a former Marine and life long learner who has a passion for continuous improvement, innovation and change management.

Career Highlights

TIAA Denver, CO

November 2013 to Present

Business Integration Consultant

·         Continuous Improvement: Work on major initiatives by working on UX design, build & maintain testing protocol, provide feedback on changes, and work to develop training, and writing SOP/KE

·         Change Management:  build and develop training and related materials to provide relevant, user friendly, and adoptable training

·         Organize and maintain relationships with business partners to ensure project milestones and standards are met

·         Analyze performance, adoption, and defect data to find root causes or create business cases

·         Educate premier clients on complex retirement topics such as Roth, required minimum distributions, retirement income, enrollment, and savings strategies

·         Work with premier institutional clients to ensure the strong relationship is maintained

·         Implement programs and trainings to improve sales for team

Core Financial (Independent Rep for Transamerica) Fort Collins, CO

January 2013 to November 2013

Registered Financial Representative

·         Built relationships through networking, referrals, and strategic identification to provide prospective clients with products such as Annuities, IRAs, Retirement Plans, and Life Insurance

·         Analyzed portfolios

·         Created, planned and implemented sales growth projects

U.S. Marine Corps - Non-Commissioned Officer, Corporal

January 2004 to January 2008

Armory Chief (Armory Manager)

·         Created, resourced, and maintained change management programs to bring armory into regulatory compliance

·         Managed & supervised daily operations of arms storage facility, maintaining the security and safety of over 3000 items within inventory

·         Planned, created and implement deployment plans for unit armory

Professionally Relevant Hobbies

·         Construction management of whole house of two remodeling projects and construction of two-car garage, resourcing contractors, vendors, and working with skilled & un-skilled laborers to accomplish project

·         Real estate analytics via comps, Excel and other tools and resources

Additional job experience and references available upon request.