Transformational leader of people and projects with the Social Security Administration. I have a knack for taking the impossible or stalled project, or team that is rife with conflict, and righting the ship to find success, no matter the obstacles encountered. I've demonstrated this time and again, including my leadership of 21st Century PolicyNet, Virtual Helpdesk (vHelp), Adjustment of Notice Referral Language (Agencywide Standardization), MySSA Retirement Calculator, and the mentoring of countless colleagues.
Spearheaded the development of the 21st Century PolicyNet (21CPN) to modernize SSA’s authoritative policy and procedure repository/search engine, including indexing 410,000 pages of instructions, serving over 40,000 employees enterprise-wide.
Achieved the launch of 21CPN on September 21, 2024, after six months of focused development, providing:
Led the strategic direction for 21CPN, aligned with agency goals to accelerate technician proficiency, and reduce task time by 20%.
Ongoing work also includes the creation of a modernized Virtual Helpdesk, a platform that empowers technicians to route the most complex policy/procedure questions through local field office technical experts, to Regional, and HQ domain experts for interpretation and authoritative guidance.
Also in progress is the development of our agency's internal policy chatbot, grounded in authoritative policy and procedure data stored in 21st Century PolicyNet. Our Policy Chatbot utilizes semantic search and generative A.I. to provide technicians with real-time assistance and guidance to both simple and complex policy/procedure questions. This tool allows our technicians to serve the public more efficiently, accurately, and in a timely manner, and it reduces training times.
Led the successful implementation of the Adjustment of Notice Referral Language in Light of COVID-19 Commissioner priority investment, standardizing notice referral language across all Agency components, offices, and programs, ultimately reducing technician burden and customer confusion.
Additionally, I served as the Component Support Staff representative, or Investment Lead, for all of the operations. Advocated for operations executives during the IT budget process, facilitating the successful conception, funding, approval, and prioritization of multiple IT investments.
As Product Owner for Social Security's authenticated self-service platform, mySocialSecurity, I conceptualized, planned, acquired funding for, lobbied for support, led, and ultimately released the Retirement Calculator in September 2019.
This transformed what was a manual process in a field office, requiring an in-person visit and printing of a paper document, to an entirely electronic self-service activity that could be completed by the customer anytime, anywhere there is internet or cell service. As of March 2025, the Retirement Calculator has been used over 245 million times, preventing millions of in-office visits, and saving the agency significant money on paper and printing costs.
A sample of service from my time as a Product Owner:
I served the Social Security Administration as an Operations Supervisor, Technical Expert, Claims Specialist, and Customer Service Representative in four different field offices within Ohio for nearly ten years.
Provided compassionate support to more than 10,000 individuals facing significant life changes such as bereavement, disability, and retirement.
Highlights from my decade of direct service include:
As an Operations Supervisor, I reduced Internet Claim (I-Claim) initiation times from longer than a month to less than seven days, improving the timeliness, accuracy, and consistency of customer service. This was achieved by -
As a Technical Expert, I served as a Title II, Title XVI, and Medicare subject matter expert, as well as a mentor to all of Area 5 (Northern Ohio). I demonstrated this by -
Champion of user-driven design and design-driven development. Practitioner of values-based decision-making, backed up by data, and strategic thinking.
Core Values:
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