Vice President

• Assist in issues which may arise during the course of daily operations.
• Assist in providing proper payment instructions for payments.
• Assist in the processing/monitoring of the Liquidity Desk application.
• Assist in the daily processing of OFAC review and make recommendations for possible Good Guy additions.
• Monitor and oversee all CLS related processes and reporting on a daily basis.
• Perform GPP data verification ensuring required customer information is properly transcribed.
• Review/process messages stopping for manual review on HotScan.
• Recommend possible “GOOD GUY” additions to HotScan.
• Maintain high level of application expertise in managing the HotScan filtering system.
• Handle high priority inquiries/investigations that require immediate resolution.
• Prepare daily & monthly GPF processing statistical reports.

Sanctions Screening, AVP

• Define and maintain the Brown & Brown Dealer Services data strategy, ensuring alignment with corporate objectives and digital transformation initiatives.
• Lead the Data & Analytics initiative, establishing best practices, standards, and reusable frameworks.
• Partner with senior executives to identify high-value data opportunities and prioritize strategic investments.
• Oversee governance of data pipelines, ensuring quality, lineage, and compliance across the Brown & Brown Dealer Services ecosystem.
• Collaborate with engineering and architecture teams to design scalable data models and modern data platforms.
• Establish Brown & Brown Dealer Services data definitions, KPIs, and metadata standards.
• Drive the design and deployment of dashboards, reporting suites, and self-service analytics capabilities across Brown & Brown Dealer Services.
• Ensure BI solutions are intuitive, accurate, and aligned with business needs.
• Promote consistent analytics methodologies across teams.

Vice President – Data Strategy

• Validate models ensuring adherence to Model Risk Management policies and regulations
• Lead validation projects for various model categories
• Perform in-depth analysis on large data sets to support key analytics and model risks
• Collaborate with business teams to highlight model risks
• Support regulatory examinations and internal audits of modeling processes

AVP, Model Validation

• Lead the strategy and execution of customer solutions that drive measurable business outcomes and operational improvements.
• Partner with customers and internal stakeholders to align Lessen's capabilities with customer goals and long-term success.
• Develop and implement frameworks to measure, communicate, and maximize customer value and ROI.
• Serve as a trusted advisor to executive stakeholders, helping customers optimize property operations at scale.
• Build, develop, and lead a high-performing team focused on customer solutions, value realization, and business impact.
• Collaborate across Sales, Customer Success, Operations, Product, and Finance to deliver exceptional customer experiences and outcomes.
• Translate customer feedback, industry trends, and business insights into recommendations that influence product and operational strategy.
• Support strategic growth initiatives by demonstrating the business value of Lessen's solutions.
• Establish scalable processes, tools, and metrics that drive efficiency, customer satisfaction, retention, and expansion.
• Champion continuous improvement and innovation to enhance customer outcomes and strengthen long-term partnerships.

VP, Customer Solutions – Business Impact

• As the Specialty Deposit Portfolio Manager you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary clients within the Juris Banking Division
• The SDPM manages a portfolio of specialty deposit accounts within Juris Banking such as but not limited to Escrow, QSF Administration, and DACA
• You will serve as the point of contact for new and existing specialty deposits within Juris Banking business line to deliver accurate and timely responses to requests, transactions, account opening/closings, and other client requests while maintaining service level agreement (SLAs), managing risk, and adhering to all regulatory compliance standards
• You will document client interactions through the Bank’s CRM platform
• Work with sales, relationship management, client service/operations employees, and legal department to onboard, service and manage these specialty deposits
• Manages Escrow deposit portfolio for Juris Banking Escrow accounts
• Provides initial review of client provided escrow agreements, or change requests to WAB approved template agreements, for feasibility of request, risk, outlined responsibilities/expectations of WAB
• Determines if internal counsel review is necessary
• Works with Relationship Manager, Juris Banking Director of Deposit Operations, Specialty Deposit Operations, TM Sales, and WAB legal team to execute appropriate agreements and establish accounts
• May include assistance with collecting necessary onboarding documentation
• Manages relationships with outside vendors as needed to service escrow accounts
• Maintains CRM database including calls and results on relationships
• Provides reports to RMs as required
• Primary Contact for escrow parties, providing excellence in communication, response time, client servicing
• Manages deposits, distributions and tracking as required by escrow agreement
• Maintains accuracy and completion of transactions and retention of documents for internal audit reviews
• Ensures fees are properly disclosed and assessed via placement into the appropriate product, assignment of price plan, as applicable
• Ensures funds are properly insured via use of IntraFi, government backed funds, as needed for enhanced insurance
• Assists Juris Banking operations team, as needed, with completion of the monthly certifications of all bank controlled escrow accounts
• Understands business implications of decisions; displays orientation to profitability, demonstrates knowledge of market and competition; aligns work with strategic goals
• Communicate areas in which efficiencies can be gained via process improvement, automation etc., as identified
• Exhibits objectivity and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit

Assistant Vice President – Specialty Deposit Portfolio Manager

• Serve as the teacher of record and primary instructor in all core content areas and grade levels
• Relentlessly work to meet all goals related to student achievement and culture as well as state specific academic accountability goals
• Deliver highly effective live lessons via web conference based on student need, rooted in research-based instructional practices
• Complete course set up for each course within the Learning Management System
• Monitor student progress in asynchronous courses and provide feedback/grade assignments daily
• Track and maintain contact with each student
• Collaborate with Principal to create and deliver Progress Reports of Students
• Review student level data frequently to inform instructional program adjustments
• Differentiate instruction to meet the needs of all students
• Utilize research-based best practices in both synchronous and asynchronous instruction
• Create a joyful, caring, and loving classroom environment for all students
• Integrate culturally responsive teaching practices into daily lessons and interactions with students, parents, and colleagues
• Implement school-wide culture expectations and norms, inside the classroom and beyond
• Communicate regularly with families regarding the academic and social-emotional growth of their child
• Incorporate 21st century technology skills into daily classroom practice and team settings
• Participate in the planning and implementation of non-instructional activities such as social events and field trips and attend these events in person
• Collaborate and communicate effectively, humbly, and respectfully with all colleagues
• Travel to support required face-to-face state testing annually
• Perform other duties as assigned

Middle School ELA Teacher

• Define and implement a comprehensive analytics strategy aligned with AssetMark’s business objectives and growth plans, identifying new opportunities to leverage data-driven insights for competitive differentiation
• Champion the adoption of predictive analytics, AI, and machine learning for business process improvement, advisor enablement, and client impact
• Own enterprise business intelligence capabilities, including executive reporting, KPI frameworks, dashboard strategy, and self-service analytics
• Lead the design, deployment, and optimization of analytics operations, including advanced reporting platforms, data visualization tools, and analytics pipelines ensuring scalability and reliability
• Oversee the integration and enhancement of company analytics infrastructure with AssetMark’s enterprise data lake and cloud data platforms (e.g., Snowflake, AWS, Azure), enabling seamless access to trusted, high-quality data
• Direct the development and operationalization of advanced analytics solutions, including segmentation, forecasting, next-best-action models, lead scoring algorithms, and process automation
• Partner with Product, Engineering, Sales, Marketing, and Operations leaders to leverage analytics for business optimization and client outcomes, embedding recommendations and insights into workflow tools and business intelligence
• Build and develop a world-class analytics team, attracting top talent in data engineering, analytics, and data science
• Mentor, coach, and promote professional growth within the analytics function, fostering a high-performance, innovation-focused culture

Vice President, Analytics

• provides leadership, guidance, and support, ensuring achievement of operational and financial objectives for the branches and shops within the division
• sets the sales strategy and growth plan for a Division and ensures the execution
• supervises the sales and operational performance of up to 15 branches
• recruits and develops Branch Managers to oversee and optimize sales and operations in each market
• reports to a Group Executive who helps with direction, prioritization, and resolution of key issues
• implements corporate initiatives, policies, and procedures to support the overall direction of Motion Industries
• collaborates to identify and secure new business opportunities and improve operational effectiveness
• plans, organizes, allocates resources and directs the day-to-day operations of the division
• covers all aspects of sales, account management, training, and sales support
• develops sales plans and budgets for achieving sales goals
• performs other duties as assigned

• In conjunction with other segment specific leaders, execute resilient and soft surface regions’ segment strategy to drive growth in the Workplace market segment for the entire portfolio of products across North America and globally where appropriate.
• Work closely with the sales leadership across Tarkett, supporting regional and national sales leadership and account executives in their respective regions and connecting all parts of TNA reinforcing all Tarkett flooring solutions.
• Develop and implement strategic account, segment strategy, sales plans, account targeting and development, direct and support sales activities, in conjunction with execution of marketing plans and forecasts to achieve objectives assigned annually for strategic account and segment growth.
• Actively involved in sales process by providing guidance to the field in identifying, developing, targeting and converting major national Workplace accounts to Tarkett.
• Support regional sales teams in the development of accounts while maintaining regional, national strategic account oversight.
• Conduct training as needed for end users and clients, as well as internal Tarkett team members, to grow and build product, segment expertise and Tarkett flooring leadership.
• Manage existing contracts and pursue new contracts to grow sales and market share.
• Serve in leadership positions within appropriate segment specific industry organizations to enhance industry expertise and further business opportunities.
• Initiate and support execution of RFPs within the region and segment, in coordination with the Account Executive, Strategic Support team, Contract Administration, Legal, Senior Leadership.
• Ensure all internal constituents are kept up to date on trends, best practices, product introductions, market and competitive information.
• Work with Segment Director and Marketing/Product Development to provide input regarding design direction based on customer and market feedback; also includes custom product designs.
• Assist with hosting key customers/potential customers at Tarkett offices as well as showrooms and manufacturing facilities.
• Travel as necessary to maintain or create personal contact with current and potential customers and key stakeholders.
• Develop and recommend assigned segment pricing strategy to produce the highest possible long-term market share.
• Evaluate sales research, adjusts sales strategy to meet changing market and competitive conditions, drive global, national and regional strategy on major/large accounts.
• Partner with other Segment VPs, e.g., Education, Healthcare, Senior Living and Retail to bring required subject matter expertise to a Workplace account with sub-segment needs. Workplace sub-segments include Multi-Family and Life-Science.
• Monitor and provide updates on competitor sales and marketing activities.
• Consistently participate in sales forecasting and reporting through utilization of the CRM (Customer Relationship Management) database.
• Provide monthly updates regarding Strategic Account Progress and KPIs in support of segment growth.
• Review and analyze sales performances against programs, quotas and plans to determine effectiveness.
• All other duties as assigned.

VP, Strategic Accounts – Workplace

• Effectively manage the claims and claims volume through proper staffing of the team and active oversight of the claims, including assessing and allocating new incoming claims, reopened claims, and claims that may need to be transferred due to severity or complexity.
• Responsible for implementing and executing Hiscox’s Best Practices, including but not limited to reserve-setting and reserve timeliness, undertaking comprehensive coverage analysis, developing claim-handling strategy, in an effort to align with and deliver on Hiscox’s KPIs, execute on strategies to efficiently manage claims and claim outcomes and deliver excellent service as the business scales.
• Drive KPI’s and adherence to Hiscox’s Best Practices through managerial diary and file audits.
• Review and approve coverage correspondence, particularly matters involving coverage denials and sensitive or complicated coverage issues.
• Focus on litigation management and strategy within your direct team and across the wider Claims organization to achieve effectiveness and efficiencies of scale.
• Identify, assess and escalate key issues, trends and emerging risks impacting the US business to senior claims management.
• Establish collaborative relationships across our leadership, within Claims as well as other business areas.
• Hire, train, motivate and coach employees to provide excellent claim service while continually assessing employee performance and providing feedback and training opportunities.
• Act as the escalation point for customer and broker concerns or complaints to facilitate resolution efficiently and effectively.
• Assist Director in preparing and presenting reserve analysis and claims trends while taking an active and engaged role in the feedback loop between Claims, Underwriting and Actuarial teams.

AVP, Team Manager

• Responsible for leading overall claims business functions of the Federal/Defense Base Act (DBA) office.
• Directing activities consistent with the mission statement of AIG Claims.
• Providing leadership that encourages and supports a professional environment.
• Implementing procedures that will shape behaviors to achieve quality results.
• Evaluating and measuring operational compliance in concert with Claim Handling Guidelines.
• Directly responsible for implementing a people strategy that supports training and skills improvement initiatives.
• Directing and leading team in achieving business strategies and plans in support of agreed upon objectives.

Assistant Vice President – Federal Workers' Compensation Claims

• Provide leadership, management, and oversight of the region
• Manage specific goals and action plans for branch locations
• Drive new regional business opportunities
• Recruits, hires, trains, and develops General Managers
• Develop and maintain relationships with key regional customers
• Manage sales and expense budget for the region

Regional Vice President

• Serves as the accountable leader for a $3B+ energy project finance portfolio, ensuring strong risk-adjusted performance, yield optimization, and portfolio health.
• Operates as the "quarterback" for the Energy business, integrating strategy, credit, origination, and execution across the full deal lifecycle.
• Acts as Product Owner for Project Finance (Energy), defining program standards, governance, and execution priorities.
• Evaluates transactions prior to formal underwriting to ensure appropriate structuring, pricing, and alignment with credit and portfolio objectives.
• Provides leadership and oversight across syndicated and non-syndicated transactions, including deal structuring and capital strategy.
• Partners closely with Credit to proactively identify and mitigate risks, ensuring alignment with internal risk frameworks and external expectations.
• Owns visibility into the full pipeline, including top-of-funnel sourcing, partner-driven opportunities, and deal conversion.
• Ensures forecast accuracy across originations, funding timing, and revenue realization.
• Monitors daily lending limits, portfolio concentrations, and emerging risks.
• Serves as a senior relationship leader with key external partners (e.g., BridgePeak), maintaining high credibility and trust.
• Builds strong, respected relationships with internal stakeholders including Credit, Treasury, Legal, and executive leadership.
• Collaborates with Treasury on on- vs. off-balance sheet strategies to optimize capital deployment and returns.
• Maintains deep expertise across energy sectors, including solar, biogas, oil & gas, and emerging energy technologies.
• Provides guidance on market dynamics, public ratings considerations, and evolving industry trends impacting deal structure and portfolio performance.
• Leads or partners in complex legal negotiations to ensure favorable risk positioning and commercial outcomes.
• Ensures adherence to program standards, regulatory expectations, and internal control frameworks.
• Identifies and escalates credit issues, portfolio risks, and structural gaps proactively.

VP, Energy Program

• lead the end-to-end coordination and completion of M&A transactions
• ensure seamless alignment between strategy, diligence, deal execution, and integration planning
• partner closely with executive and senior leadership, business development, finance, legal, HR, IT, and business unit stakeholders
• own end to end execution, setting and driving timelines, milestones, and decision gates from diligence through pre- and post-closing of transactions
• identify and mitigate risks, bottlenecks, and dependencies throughout the transaction lifecycle
• establish and maintain M&A playbooks, tools, and governance frameworks
• serve as a trusted advisor to executive leadership, providing concise, actionable updates on transaction status, key risks, trade-offs, and decisions required.

VP, Strategic Acquisitions

• Develop, own, and execute comprehensive short- and long-term business strategies and plans for the Albertsons account, ensuring alignment with overall North America sales objectives
• Apply advanced Revenue Growth Management (RGM) principles to optimize pricing strategies, promotional effectiveness, assortment, and trade terms, driving sustainable and profitable growth
• Analyze market dynamics, consumer insights, and RGM performance to identify new growth opportunities and competitive advantages
• Cultivate and strengthen strategic partnerships with key decision-makers and stakeholders at Albertsons, fostering deep collaboration to achieve mutual business objectives
• Act as the lead Mondelēz ambassador, building impactful relationships across all levels of the customer organization
• Ensure seamless external communication and strategic alignment on goals, strategies, and execution
• Champion a collaborative environment, influencing and coordinating diverse cross-functional teams (e.g., Trade Marketing, Brand, Finance, Supply Chain, Omnichannel, Sales Strategy) to develop and execute integrated customer business strategies
• Lead, mentor, and develop a high-performing team of 18 direct reports plus co-pilots, fostering a culture of accountability, innovation, and continuous improvement
• Drive organizational excellence by leveraging diverse perspectives to solve complex challenges and facilitate robust knowledge sharing
• Develop, manage, and optimize multi-million dollar operating budgets, ensuring efficient resource allocation and strong return on investment
• Oversee all aspects of the customer business, from planning to execution, to achieve and exceed key performance indicators (KPIs)

Vice President, Customer

• Responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans
• Manage loans to ensure the credit risks are responsibly monitored and identified
• Interface with clients in-person, over the phone and email to assess their credit needs
• Gather and analyze necessary information to present financing requests to senior management or Loan Committee
• Coordinate processing of approved loans
• Reinforce superior customer service through follow-through with involved customers and employees
• Handle various other underwriting, portfolio management and upkeep tasks related to new loan requests and/or existing Relationship Managers' portfolio.

Vice President, Portfolio Management – Healthcare

• Responsible for planning, executing, and monitoring various initiatives and projects independently and/or in partnership with business partners (Operations, front offices, and others).
• Execute various reporting tasks for the U.S. managements, regional offices (Canada, Mexico, and Brazil), and Tokyo HO, including KPIs and management decks.
• Plan and lead initiatives and build strong partnerships with Tokyo HO, front-office teams, and key control/support functions (Technology, Risk/Compliance, etc.) to align with Tokyo HO’s direction and policies.
• Own delivery governance and stakeholder management: establish work plans and WBS, resource estimates, schedules, and progress/risk visibility; escalate issues and drive decisions to closure across multiple stakeholders and locations.
• Lead cross-border liaison and complex case resolution by structuring and driving time-sensitive inquiries and escalations (e.g., payment/settlement coordination).

VP, Strategy & Planning

• Lead construction activities of data center delivery (speculative and build‐to‐suit).
• Ensure accurate staffing for forecasted construction activity and provide budget information.
• Oversee entitlement process and optimize designs and contractor bidding.
• Monitor project milestones for timely delivery of deliverables.
• Coach the data center project management team on performance and growth.
• Maintain close communication with the data center design team for design integrity.
• Accountable for development portfolio performance in terms of cost, schedule, quality, and safety.

VP, Data Center Construction – West

• Design and govern the enterprise training curriculum for all RCM roles
• Build and maintain training pathways for AI tool adoption
• Oversee QA programs for all human work product across service delivery
• Own the analytics infrastructure and reporting function that tracks delivery performance
• Build and lead a high-performing team of directors and individual contributors

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Sanctions Screening, AVP

Vice President – Data Strategy

AVP, Model Validation

VP, Customer Solutions – Business Impact

Assistant Vice President – Specialty Deposit Portfolio Manager

Middle School ELA Teacher

Middle School ELA Teacher

Vice President, Analytics

DVP

VP, Strategic Accounts – Workplace

AVP, Team Manager

Assistant Vice President – Federal Workers' Compensation Claims

Regional Vice President

VP, Energy Program

VP, Strategic Acquisitions

Vice President, Customer

Vice President, Portfolio Management – Healthcare

VP, Strategy & Planning

VP, Data Center Construction – West

Senior Vice President, Quality and Intelligence