Chief Operating Officer | Customer Experience Advocate | Senior Executive | Advisor

I'm a COO and a forward-thinking executive combining extensive experience in setting the vision and strategy for operations, sales, service management, technology, legal, compliance, and market oversight to achieve high impact initiatives. Skilled in successfully scaling and navigating operations through periods of growth and change by leveraging skills in financial oversight/forecasting, technology, M&A, project management, team training, sales, marketing, and leadership. Track record of developing comprehensive business approaches and enhancing profitability. Authentic leader known for rallying teams around a purpose and delivering results in all types of challenging environments. Recognized industry-wide thought leader and regular keynote speaker. A few accomplishments I'm proud of include: • Repeatedly improved Net Promoter Scores by focusing on customer needs. At Galileo Financial Technologies, improved NPS by over 40 points in the B2B space. At Schwab, improved Net Promoter Score from negative 34 to positive 25 and reclaimed service as a differentiator cited in top 3 reasons for consumers to recommend Schwab. • Surpassed Quality and Affordability Initiative target of $498.5M by $242.7M for a total cost of care savings of $740M at Wellcare Healthplans. • Improved the customer experience and generated $125M in savings by spearheading a multi-year transformation plan Anthem Insurance Companies. • Grew revenue YoY, increasing 8% over plan to $200M and 21% over prior year. Exceeded new asset growth goals 5% to 220% at Charles Schwab Corporate Brokerage Services by developing strategies for each business unit. • Silicon Slopes Hall of Fame, COO of the Year 2022. • 2018 Pega Business Impact Award for Digital Transformation. • Named as one of the Top Women in Wealth Management in 2009. I am focused on putting my passion and skills to good use. If you believe that I can help you, please get in touch or connect.