ASSOCIATE VP · PROFESSIONAL SERVICES OPERATIONS

I’ve spent my career leading the work behind the outcome.

From insurance implementations and global technology programs to Professional Services operations, System Integrator partnerships, and distributed delivery teams, I’ve built my career around making complex organizations deliver.

See what I’ve led ↓Connect with me

20+ yearsInsurance · Financial Services · TechnologyTampa Bay, Florida

CAREER SNAPSHOTNot theory. Experience.

2017–Present

Insurity

Professional Services / Program & Operations Leadership

enterprise implementations

commercial lines moved to production

10–12

concurrent projects managed at Fidelity

$1.5M

individual project budgets managed

Experience across Insurity, GTE Financial, Epic-Premier, Fidelity Investments, Agencyport, Homesite, APC and MetLife.

SELECTED EXPERIENCE

Here’s what that leadership has looked like in practice.

INSURITY · 2017–PRESENTProfessional Services Operations

Helped build the operating engine behind partner-led enterprise delivery.

My Insurity career has spanned program management, customer success, advisory work, System Integrator operations, resourcing, and Professional Services leadership.

Helped roll out and ramp the System Integrator partnership program across multiple SI organizations, products, and skill sets.
Managed implementation and support for five enterprise projects covering 12 commercial lines of business through production.
Led multicultural, geographically dispersed teams of analysts, developers, QA, and specialized disciplines using onshore and offshore resources.
Built automated issue-tracking and reporting tools that eliminated recurring manual report creation.
Developed a resourcing model used to determine the right team size and skill mix for Production Support assigned-resource teams.

GTE FINANCIAL · 2016–2017Senior Project Manager

Standardized how enterprise projects were managed and reported.

Introduced project-management processes, tools, and KPI reporting; served as a senior PMO representative with direct executive interaction; and took over a troubled mobile application initiative, reducing unnecessary scope and renegotiating vendor estimates.

FIDELITY INVESTMENTS · 2012–2013Project Manager

Managed 10–12 technology projects at a time across a global workforce.

Led concurrent projects with $500K–$1.5M budgets and teams across the U.S., India, China, and Ireland while supporting the transition from Waterfall to Agile.

EPIC-PREMIER$500K–$750K

Medium-to-large insurance technology projects, typically 10–18 months.

GLOBAL DELIVERY4 countries

Technology teams spanning the U.S., India, China, and Ireland at Fidelity.

INSURANCE DELIVERYP&C implementations

Policy administration migrations, commercial lines, customer implementations, and QA leadership.

CAREER FOUNDATIONInsurance → Technology

Underwriting roots evolved into project, program, operations, and executive leadership.

CAREER TRAJECTORY

I didn’t start in an executive role. I grew into one by learning the business from the inside out.

2002Underwriting

MetLife Auto & Home

2007Project Leadership

Homesite / Agencyport

2012Enterprise Programs

Fidelity / Epic-Premier / GTE

TodayExecutive Operations

Insurity

LEADERSHIP DEPTH

What I know how to lead—backed by where I’ve done it.

Open any area for the experience behind it.

01Professional Services Operations

At Insurity, I have supported the day-to-day operating model behind Professional Services, including distributed delivery teams, System Integrator partnerships, resourcing, reporting, and repeatable processes designed to improve execution.

02Program & Portfolio Leadership

At Fidelity, I managed a portfolio of 10–12 concurrent technology projects with individual budgets ranging from $500K to $1.5M. My work has consistently required balancing scope, dependencies, resources, budgets, and executive expectations.

03Operating Model Design

I build practical operating structures. At Insurity, that included a resourcing model used to determine team size and skill mix for Production Support assigned-resource teams, along with automated tracking and reporting that replaced manual work.

04Executive Communication

My roles at GTE Financial, Epic-Premier, Fidelity, and Insurity have required regular communication with senior leaders and customers—turning project and operational detail into status, risk, decisions, and action.

05System Integrator Partnerships

I helped roll out and ramp Insurity’s System Integrator partnership program and supported delivery across multiple SI organizations, onshore and offshore resources, products, and skill sets.

06Mergers & Acquisitions

My Insurity responsibilities have included M&A-related program work in addition to customer success, advisory services, program management, and System Integrator operations.

07Resource & Capacity Planning

I have led geographically dispersed teams and built resource-planning approaches that connect workload to the number and type of resources required to deliver it.

08Process Improvement

At GTE Financial I introduced standardized project-management methods, tools, and KPI reporting. At Insurity I automated issue tracking and reporting to eliminate recurring manual report creation.

09Cross-functional Leadership

My programs have brought together analysts, developers, QA, specialized disciplines, vendors, customers, business teams, and executives across the U.S. and international locations.

10Customer & Partner Success

I have spent much of my career in customer-facing delivery—from insurance implementations and executive status meetings to enterprise customer programs, advisory work, and partner-led delivery.

FULL CAREER

The roles behind the story.

2017 – PresentInsurityProgram / Operations Leadership

Leadership across professional services operations, enterprise delivery, customer success, system integrator partnerships, resourcing, and strategic programs.

Built and scaled operating practices supporting system integrator partnerships and distributed delivery teams.
Led enterprise implementations spanning multiple commercial lines of business using onshore and offshore resources.
Created resource planning and operational reporting approaches that improved visibility and reduced manual effort.
Partnered across delivery, leadership, customers, and external organizations to solve complex execution challenges.

2016 – 2017GTE FinancialSenior Project Manager

Led large enterprise initiatives and PMO activities with direct executive reporting and cross-business delivery accountability.

Introduced standardized project management processes, tools, and KPI reporting.
Recovered a mobile application initiative by reducing unnecessary scope and renegotiating vendor estimates.
Created time-tracking processes supporting capitalization of project expenses.

2013 – 2016Epic-Premier Insurance SolutionsProject Manager

Managed insurance technology implementations, client teams, budgets, executive communication, and delivery methodology.

Delivered policy administration migrations for property and casualty commercial lines.
Implemented Agile and hybrid Agile/Waterfall delivery approaches.
Managed large client initiatives with cross-functional internal and external teams.

2012 – 2013Fidelity InvestmentsProject Manager

Managed strategic technology initiatives across a global workforce in the data and enterprise systems space.

Managed a portfolio of concurrent technology projects with global teams.
Supported adoption of Agile practices and cross-organizational SDLC delivery.
Coordinated complex dependencies across multiple technology organizations.

Earlier experienceAgencyport Software — Project Manager · Homesite Insurance — Project Manager / Senior Corporate Underwriter III · American Power Conversion — Project Coordinator · MetLife Auto & Home — Underwriter

OPEN TO THE RIGHT LEADERSHIP OPPORTUNITY

Looking for someone who has actually led the teams, programs, partners, and operating details?

That’s the work I’ve spent my career doing.

Let’s talk ↗View résumé