Harvard University

Wake Forest University School of Law

Senior Associate at EY

Charlotte, North Carolina, United States

Provides services for financial organizations, including:• Designed a new distribution operating model for a North American life insurance company with an emphasis on expanding Agent Field force, gaining market share, and improving customer and agent experience• Led assessment of a regional commercial property and casualty insurance company's small business and middle market business, including designing a target state design aligned for profitability and growth• Conducted a claims operational assessment for a US insurance company and provided a roadmap for process and operational improvements • Establish a new target operating model for a US insurance company and provide an operations readiness plan for the organization. • Provided assistance for AML and Compliance remediation efforts for a global bank and asset management firm.

Senior Associate

MassMutual Financial Group

Senior Business Strategy Consultant

Developed and led strategic initiatives on a variety of projects including:•	NPS and Customer Centricity initiatives designed to track and improve customer satisfaction.•	Assisted the Broker Dealer in transitioning between Clearing House Platforms•	Led the development and implementation of an electronic application for the sale of life insurance products, both through internal distribution and through Third Party Distribution (TPD). In addition, I managed several aspects of an acquisition and split of the US Retail business, a business valued at hundreds of millions of dollars and involving thousands of employees. Included in my responsibilities were:•	The reassignment of all vendor relationships•	The creation of a transition services agreement between the remaining company and the acquiring company.•	The identification and movement of all historical and business records•	Developing a process of paying compensation to over 4000 representatives, brokers, and agents transitioning from internal agents to TPD agents.

MetLife

Aetna

Summer Associate Law Clerk

Start-up developing new products toward various forms of cancer. Conduct patent searches and mapping, write agreements (Operating Agreements, Confidentiality Agreements, and Patent Licensing Agreements), provide accurate legal risk management for potential endeavors, and work on general business matters.

KAB Biotech

Founding Partner

Chris Taylor