Technology and operations leader with 20+ years of experience in technology, the last 13 in financial services, specializing in enterprise delivery, continuous improvement, project management, and Agile transformation. I have led complex, cross-functional initiatives that align stakeholders, improve operating models, and turn strategy into measurable outcomes, most recently as AVP of Enterprise Continuous Improvement at Lincoln Financial, where I ran the Agile Center of Excellence and the IT upskilling and enablement function, partnering with internal teams and external consultants on large-scale change.
Prior experience engaging, directing, and managing tier-one consultancies at enterprise scale, along with multinational on-site experience across the US, UK, and Ireland, and extensive experience coordinating, supporting, and leading teams on a follow-the-sun rotation.
SAFe Program Consultant and Prosci-certified change management practitioner. My strengths are in delivery leadership, process and operating-model design, organizational change, and practical execution: defining clear outcomes, closing gaps between current and target state, and driving the shift from adoption to steady-state operation.
SDLC and delivery governance platform mapped to SOC 2, ISO 27001, NIS2 and CRA, with AI Sentinel protocols for non-determinism, prompt injection, model drift and auditability.
ConceptToValue.comAI portfolio operating model: scores an AI backlog on value, feasibility, risk and dependencies into a Now / Next / Later slate, with a NIST AI RMF governance pack and a stall-watch cockpit.
Built and ran the enterprise coaching practice across 130 teams and 1,200 practitioners.
Owned division-wide IT upskilling, the learning platform estate and a network of capability champions. Rescued the off-track program spanning 100+ teams, returning delivery to target ahead of schedule.
Curriculum and coaching model at Vanguard and Lincoln, scaled from a 100-person pilot.
Engaged and managed McKinsey, EY, BCG, Accenture and SEI across Vanguard and Lincoln: scoping, SoW, rate negotiation and delivery oversight.
Led 30 program managers and scrum masters across a product portfolio: quarterly planning, dependency and risk management, predictable shipping.
Designed and delivered the onboarding program for the CX Way, built partnering with CX leadership and McKinsey, which seeded an enterprise-wide transformation.
If you’re working through a project, program, or operational challenge, or simply want an experienced outside view on how to move something forward, I would welcome a conversation.