As a member of the Executive Management leadership team, utilized experience in scaling and optimizing internal workflows, documenting processes, identifying compliance opportunities and potential business solutions, driving efficiencies in company operations, and acted as second-in-command to CEO at headquarters.
Operational Strategy & Execution: Developed and executed long-term operational plans for future growth, profitability and risk management.
Workflow & Process Optimization: Streamlined policy administration, billing, and claims processing to increase speed, efficiency and accuracy.
Scalability & Technology: Evaluated new technologies to support growth with constant focus on improving customer service and client experience, while also driving change from manual legacy systems and processes.
Team Leadership: Lead, mentor, motivate and develop a high-performing operations team, fostering a culture of excellence and ownership.
CEO Chief of Staff, Executive Operational Planning Director
USAA
07.2016 - 07.2025
Lead multiple Board, CEO & Executive Management-level projects & processes related to strategic, operational and governance-based enterprise-wide efforts.
Planned, organized, directed, lead & managed resources for efficient and effective USAA Enterprise and USAA Bank Board meetings.
Directed oversight in managing touchpoints for all USAA Board meetings: Compensation & Workforce (C&W) Committee, Risk & Compliance (R&C) Committee, Membership & Technology (M&T) Committee.
Guided & facilitated cross-functional teams in implementation of legal, audit, risk and compliance solutions for business functions related to core competencies reviewed and approved by senior management as well as the USAA Board.
Reviewed, edited, updated policies, strategies, operational business plans.
Identified business-specific compliance opportunities and potential solutions.
Independently performed complex work assignments and problem resolution.
Business Risk & Controls Advisor
USAA Federal Savings Bank
09.2012 - 07.2016
For Credit Risk Senior Management governance team, managed executive-level department-wide processes integral to regulatory & compliance matters.
Oversight of all Bank business lines: Consumer Loans, Credit Card, Deposits, Mortgage & Home Equity.
Conducted reviews, testing and validation of process risks & controls.
Responsible for improving standardization & efficiency of responses to regulators.
Supplier Management Senior Contract Manager
USAA Procurement
01.2007 - 09.2012
Managed Critical (key Tier-1 etc) supplier relationships for multiple areas: P&C General Agency-GA, FSB/Bank, ASC-Alliance Services Co, Gem lab.
Served as primary POC and relationship liaison with external Alliances/suppliers.
Led product management processes in continuously improving profitability.
Performed analyses of competitive landscape for tactical & innovative solutions.
Product Mgmt Snr Performance Evaluator
USAA Alliance Services
10.2005 - 01.2007
Validated contract performance for complex third-party contracts.
Developed Service Level objectives (SLOS) & Statements of Work (SOW).
Refined deliverables & performance metrics for business requirements.
Managed Business Continuity & Disaster Recovery (BC/DR) exercises.
Bank Branch Manager
International Bank of Commerce - IBC
Quickly promoted from Account Specialist, to Assistant Mgr, to Branch Manager.
Group Lead, Servicing Center
World Savings & Loan
Team Leader for nationwide multi-billion dollar operations center.
Timeline
SVP of Supplemental Ins Operations
Spectrum Advisory Group
10.2025 - 03.2026
CEO Chief of Staff, Executive Operational Planning Director
SVP; Global Operations, Global Payments Operations, Sr. Operations Project Manager at Bank of AmericaSVP; Global Operations, Global Payments Operations, Sr. Operations Project Manager at Bank of America