Results-oriented analyst with expertise in data analysis, stakeholder communication, and process improvement. Proven ability to enhance operational efficiency and drive strategic decision-making through insightful performance monitoring.
Overview
31
31
years of professional experience
1
1
Certification
Work History
SR Analyst Process Owner
Empower
Dubuque, IA
04.2022 - Current
Analyzed data trends to inform strategic decision-making and enhance operational efficiency.
Collaborated with cross-functional teams to streamline reporting processes and improve data accuracy.
Developed comprehensive dashboards to visualize key performance indicators for senior management review.
Identified process inefficiencies and implemented solutions that improved workflow and reduced turnaround time.
Presented findings to stakeholders, driving informed business decisions through clear communication of insights.
Business Initiatives
Prudential Retirement
Dubuque, IA
06.2014 - 04.2022
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Implementation Manager
Prudential Retirement
Dubuque, IA
04.2000 - 06.2014
Led cross-functional teams to implement retirement solutions, enhancing client satisfaction and operational efficiency.
Developed project plans and timelines, ensuring alignment with organizational objectives and client needs.
Streamlined implementation processes, reducing onboarding time for new clients through process improvements.
Mentored team members on best practices for system utilization and project management methodologies.
Relationship Manager
CIGNA Retirement
Dubuque, IA
02.1995 - 04.2000
Cultivated long-term relationships with clients, ensuring satisfaction and retention.
Developed customized retirement solutions tailored to client needs and objectives.
Analyzed client portfolios to identify opportunities for growth and improvement.
Led cross-functional teams to enhance service delivery and operational efficiency.
Education
Bachelor of Science - Business Administration
University of Northern Iowa
Cedar Falls, IA
05-1987
Skills
Client management
Client relationship management
Data analysis
Performance monitoring
Stakeholder communication
Accomplishments
Managed the plan structure migration of the Prudential Retirement plans to Empower in 2022
Generated over $70M in float revenue in 2025 by optimizing adoption of the new Empower Float policy with accuracy and efficiency.
Designed and implemented the Vulcan intake process to streamline GOP requests for existing client changes, improving efficiency and process consistency.