Jeffrey Bailey
Puyallup,WA
Summary
Dynamic Technology Leader with a history of utilizing data analytics to improve reporting and productivity. Expert communicator with the ability to teach in one on one, or large group settings. Capable analyst proficient in identifying trends and communicating those trends to every level of leadership.
Overview
28
28
years of professional experience
2
2
Certifications
Work History
Technology Officer
Northwestern Mutual Puget Sound
Seattle, WA
10.2024 - 01.2025
- Designed technology adoption strategies and a technology adoption plan for a network office with over 200 individual contributors.
- Conducted business and technology consultations for every level of leadership, from C-suite to front-line workers.
- Developed and managed comprehensive reporting systems utilizing Power BI, FMI, and Excel.
Director of Development
Northwestern Mutual Puget Sound
Seattle, WA
02.2023 - 09.2024
- Led a multi-function team to include contract and licensing, training, development, and technology operations.
- Coached over 50 financial representatives in successfully starting their businesses, with over a dozen of them winning awards for their production.
- Enhanced framework of the network's Joint Work initiative to deliver results above standard expectations.
Senior Technology Productivity Consultant
Northwestern Mutual
Seattle, WA
04.2018 - 01.2023
- Brought the Network Office up from the bottom 25th percentile for technology adoption to #1 in the company in one year.
- Served on multiple core software implementation teams to help identify best practices, and develop training documentation for new software.
- Effectively coached financial representatives in business practices, including marketing, business planning, revenue forecasting, workflow optimization, and goal setting.
Regional Manager
MultiCare
Tacoma, WA
01.2014 - 05.2017
- Implemented an automated direct admission notification interface with multiple insurance payors, resulting in a decrease in no-notification denials.
- Developed a new productivity tracking system that resulted in a 30% increase in productivity.
- Developed staff recognition policies raising employee engagement from 32nd to 78th percentile.
Education
Bachelor of Science - Human Services
University of Phoenix
Tacoma, WA06-2007
Skills
- Big data analytics
- Report output design
- Communication plan development
- Multi-department collaboration
- Small business coaching
- Project Management
- Classroom facilitation
- Large group presentations
Certification
Certified Financial Services Coach - ClientWise, LLC
Date Certified Sep1, 2023
Certified Master Trainer - Northwestern Mutual
Date Certified Nov 1, 2019
Accomplishments
- Awarded the NM Puget Sound Emerald Award for exemplifying company culture and values
- Recognized as a multi-generational leader by the NM Generations ERG
- Honored for leading the #1 Digitally Savvy Advisor office in the company
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Technology Officer
Northwestern Mutual Puget Sound
10.2024 - 01.2025
Director of Development
Northwestern Mutual Puget Sound
02.2023 - 09.2024
Senior Technology Productivity Consultant
Northwestern Mutual
04.2018 - 01.2023
Regional Manager
MultiCare
01.2014 - 05.2017
Bachelor of Science - Human Services
University of Phoenix