Skills & Tools
- Retirement plan services subject matter expert for multiple business units.
- Consulted for data analysis to improve retirement plan client KPIs.
- Gather data by managing SharePoint sites, organize, analyze and present data to key stakeholders for process improvement and root cause analysis.
- Consulted for ad-hoc data analysis projects for client retention and business process improvement.
FINRA Series 6 & 63
"I would rather have questions that can't be answered than answers that can't be questioned."
-Richard Feynman (fellow ENTP)
Business Data Analytics
T. Rowe Price - Colorado Springs, CO
T. Rowe Price
Pikes Peak Community College
Out of the box leader, problem solver and idea-generator
For the past 10 years I have developed creative solutions for real business problems I faced as a fraud investigator, analyst, and investment service leader. I am passionate about transforming possibilities into reality, continuous learning and investing in the community.
- Lead, coached and inspired associates to improve performance and enhance the client experience through business process improvement projects.
- Partnered with multiple business leaders to resolve escalated and complex client issues.
- Created training materials for newly promoted leadership.
- Subject matter expert and conducted training classes for new hire program.
- Developed tools for associates to improve performance.
- Peer coaching and utilized for struggling associates.
Interthinx- Colorado Springs, CO
- Created client specific LEAN ad-hoc processes and tools for analysts.
- Conducted in-depth analysis of defaulted mortgage loans.
- Wrote technical reports on findings of fraud that were used in litigation.
- Conducted interviews with buyers, sellers, originators.
High School Diploma
Mitchell High School
Interests & Projects
Serving the community
Workplace Investor Service & Education Help Line Specialist
Senior Participant Service Center Associate
Participant Service Center Associate
Fraud Analyst/Quality Control Underwriter
Pursuing Professional SCRUM Master certification