Realigned Product Owners & Scrum teams to increase value & productivity
Mentored Product Owners on best practices and maximizing value
Implemented new road mapping and prioritization tool to decrease cycle times from request to delivery
Vice President, Product Owner of Employee Experience
Ascensus
Facilitated redesign of our B2C website
Collaborated with Business leaders and Design agency for data driven experience
Implemented Multi-Factor Authentication to decrease security risks without increasing calls to the business
Implemented mobile enrollment experience that increased the organization’s KPI for participation
Website recently received JD Power Best in Class award
Vice President of Participant Services
Ascensus
Managed 50 seat call center P&L on budget
Implemented Participant satisfaction tool to measure & increase satisfaction
Facilitated satisfaction scores above Ascensus average with entry point roles
Began transition away from traditional Call Center Metrics to modern NPS
Mentored Manager into Director role
Vice President of Relationship Management
Ascensus
Accountable for over 4,000 plans and $1 billion in assets
Increased sales by 35% through product development & distribution strategies
Improved partner’s asset retention from 7% to 18% in 9 months
Facilitated 95% plan retention through enhanced service model
Facilitated outsourcing book of business from two of my relationships
Collaborated with cross-functional teams to improve service delivery and client satisfaction.
Analyzed market trends to identify opportunities for growth and competitive advantage.
Education
Bachelor of Science Degree - Business Administration, Management, Data Processing
Bemidji State University
Bemidji, MN
05.1996
Skills
Data analysis and tools including Firebase, Google Analytics, Call and Customer Service Key Performance Indicators (KPIs)
Servant Leadership - Fostering internal and external relationships
Excellent writing and presentation skills
Presenter at industry, partner, and company events
Scrum and Agile methodologies and tools including Azure Devops (TFS), AHA and Value stream mapping Utilize Confluence for product documentation
UX best practices including journey mapping, persona creation, prototyping, user testing and A/B testing using Invision and Figma as collaboration tools
Balancing client experience with industry rules & regulations including FINRA, ERISA and WCAG
Team leadership
Relationship building
Decision-making
Critical thinking
Certification
Certified Scrum Product Owner (CSPO)
Timeline
Vice President, Chapter Lead of Product Owners
Ascensus
Vice President, Product Owner of Employee Experience
Ascensus
Vice President of Participant Services
Ascensus
Vice President, Program Manager
Ascensus
2025 - Current
Vice President, Sr. Product Owner
Ascensus
Vice President of Relationship Management
Ascensus
Bachelor of Science Degree - Business Administration, Management, Data Processing