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Expert is Certified Lean Six Sigma Black Belt, and specializes in Lean Deployment, Training, Facilitation and Project Management Highly proficient process improvement professional program/project manager, who incorporates change management skills while leveraging years of practical application of Lean Principles in Big Box Retail, Financial Services, Manufacturing, Annuities, Auto, Property and Casualty Insurance, Corporate re-alignments, supply chain, and distribution operations.
Considered an expert in root cause problem solving methodology, Lean Deployment, product returns and exchanges and subsequent reverse logistics. Can balance long range strategy planning and implementation with tactical, practical short term initiatives. Has led small to large teams in Enterprise level cross-functional project work. Instructed both White and Green Belt training to over 200+ Corporate Employees to increase embedded process improvement resources and capabilities within business units. Expert has led teams of 100-300 associates and managers while a District and General Manager for Fortune 500 Retail organizations.

Developed Processes and Deployment Team for People Soft ERP deployment at Optum Health Care Financial Services
Developed/Designed process for integration of Business Leaders and Manufacturing Leaders for a $62M manufacturing line retro-fit and new installation project
Trained and developed/mentored business side Leaders as Lean Specialists in Financial Services Call Center environments (Domestic & International)
Researched, developed and trained customized Lean Training for Financial Services
Developed and implemented change management plan for 1200 associate deployment of Lean
Deployed Lean across a multi-geographical and international landscape within a large Financial Services Company
Provided business consulting services for Auto/Home Insurance Claims division
Improved Process Change Control and Process Documentation inclusive of Business, Regulatory and Compliance processes utilizing process confirmations.
Developed and deployed customized Lean/Change training across Claims division
Managed/trained Scheduling and Labor systems for Best Buy Inc.
Trained/mentored program and project managers
Led team of 9-14 executives (C-Suite) through a re-alignment and reorganization
Developed project/program/change plans for international deployment of new systems and processes
Executed plans to completion as Program Manager
Assisted development of PMO for International Organic Food Company
Mentored/trained new PMO director


Expert incorporates Change Management Principles into every endeavor, knowing that process improvement has the best opportunity for lasting growth when anchored in behavioral change management strategy.

Experience Highlights:
Lean Training development, deployment and facilitation
Service Center Repair Line Design for Lean Six Sigma
Change Management
Program Management
Project Management
External and Internal consultant

Leading Financial Services Company: Led and facilitated Lean deployment to the back-office and front office operations team including Financial Services, Brokerage, Annuities, and Property/Casualty Insurance. Worked cross functionally to free up capacity, improve quality, reduce "bad" demand, and improve/enhance the Client, Advisor and Employee experience.
Improved processes and identified opportunities to streamline and gain the Voice of the Customer. Mentored, upskilled and trained Lean Specialists within the Core Lean Team. Consulted for and advised Sr. Leadership of Property/Casualty Insurance business
Leading Health Care Financial Services Provider: Developed new process to deliver People Soft ERP to the Enterprise. Worked cross-functionally throughout the organization inclusive of IT development, IT PMO, Financial Operations, Accounting and on-boarding Customer entities. Developed and delivered Change Management plan to the organization. Developed Project Team that will deploy People Soft ERP to the Enterprise. Recruited, recommended and trained existing and new employees for the team. Facilitated Joint Application Design sessions between IT Development and Financial Operations
Leading Organic and Natural Foods Company: Led a large company re-alignment project inclusive of Corporate, Leadership, and Manufacturing Plants. Developed requirements, planning and implementation with a core team of 9 Executives and a Steering Committee of 4 C-Suite Executives. Integrated process improvements and organizational change.
Leading Retailing Company: Served as an internal consultant to the Enterprise. Led Six Sigma, and non-Six Sigma projects that delivered over $50 Million net earnings. Trained and coached Green and Black Belt candidates throughout the Enterprise.

More information available upon request.