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Financial Services - Operations - Insurance
OPERATIONS - RISK MANAGEMENT- UNDERWRITING
Six Sigma & Lean End to End Process Design Controls Analysis Team Building P
roblem Solving Relationship Management Best Practices Technology Development
& Implementation
Training Strategic Planning Project & Risk Management Budgets Audit Indus
try Regulations Outsourcing
Dynamic, self-driven and results-focused executive manager with years of progres
sive experience with financial services and insurance industry leaders. Offer st
rong expertise in, lean focused process design and re-engineering, project and r
isk management systems development and contact center operations. Thrive in a de
manding regulatory/compliance environment. Track record for resolving conflict a
nd sparking synergies across internal and external organizations. Successful in
developing and managing operations, customer service, structuring insurance busi
ness models sales marketing and underwriting, technology systems, policy develop
ment and front and back office processes. Expertise Six Sigma Lean, TQM, CPI, ri
sk management, compliance, state market conduct audits and reviews, and profitab
ility management. Astute analyst, strategic thinker and creative problem solver.
Personable, articulate and persuasive; powerful presenter.
CAREER TRACK
OWNER/CONSULTANT: Operation Design and Analysis
2008 a" present
OPS ANALYSIS, LLC
Downingtown, Pennsylvania
SUPPORT COMPANIES IN END TO END PROCESS DESIGN, SIX SIGMA LEAN , CPI, TQM, CLIEN
T EXPERIENCE MODELS, AUDIT AND RISK FOCUSED EXAMINATIONS
Create linear processes to optimize resources and reduce expenses. Integrate acq
uisitions and leverage best demonstrated practices while maintaining world class
service. Assess risk mitigation strategies related to SOX and SAS controls, inh
erent and prospective risk analysis to evaluate operational effectiveness and so
lvency of the corporation.
VICE PRESIDENT: Client Experience, Wealth and Asset Management 2007 - 2008
JPMORGAN CHASE Newark, Delaware
Delivered vision, technical expertise and organizational leadership essential f
or designing, developing, implementing and supporting a multiple application pla
tform. Executed due diligence for call/contact center and helpdesk systems; deve
loped best practices to enhance user/client experience. Orchestrated project pla
nning, budgets, metrics, onsite staff and offshore vendors.
* Devised a new application platform that reduced per-call costs by 5%; institut
ed a process for outsourcing call center analysis and reporting; developed user
training team focused on module delivery concepts.
VICE PRESIDENT: Six Sigma Engineering / Travel & Rewards / Insurance Services 1
996 - 2007
BANK OF AMERICA / MBNA AMERICA BANK, NA Wilmington, Delaware
Catalyzed strategies that drove continuous improvement in quality and productiv
ity for the largest commercial bank in the USA and leading independent credit ca
rd lender in the world. Worked with diverse teams; analyzed business processes t
o optimize integration, established best demonstrated practices and assimilated
acquisitions into main stream processes. Drafted and presented proposals to exec
utive leaders, including cost-benefit rationale. Won approvals and led project t
eams.
LEARNING CREDENTIALS
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION
Duquesne University, Pittsburgh, Pennsylvania
CERTIFICATIONS & LICENSES
Six Sigma Green Belt - Six Sigma Lean - Six Sigma DFSS Quality and Productivity
Control (QPC)
ORGANIZATIONS & ASSOCIATIONS
Philadelphia Insurance Society - National Association of Insurance Women
National Association of Female Executives - Professional Womenas Roundtable
Greyhound Rescue of Florida a" Northeast - Project Linus a" Pennsylvania Chapter
REFERENCES AND FURTHER DATA PROVIDED UPON REQUEST