Designed and implemented a new product development project plan for use in bringing new products to market more efficiently.
Coordinated with and presented to the Executive Product Committee of Fort Washington to determine current and future market opportunities.
Led the marketing and development effort for multiple new institutional investment capabilities.
Corporate Financial Planning
Led a cross-functional team with the task of installing a new business intelligence tool to provide enhanced analytical capabilities to senior management with respect to the Enterprise Business Report.
W&S Agency Group
Participated in a company-wide effort to redesign and improve the sales and management techniques employed by the W&S Agency Group field force.
Conducted numerous interviews with field managers to identify management best practices and areas for improvement.
Produced a franchise model for effective management which has been implemented and is used as a guide for management activities in all of W&S Agency Group’s field offices.
Eagle Realty Group
Coordinated the development of Eagle’s 2011 strategic business plan, working with department leaders to coordinate strategic goals and initiatives. Conducted both quantitative and qualitative analysis of both Eagle and the real estate market.
Analyzed and calculated the GAAP impact of multiple potential real estate investments on the enterprise given recent changes to accounting rules.
Prepared an analysis of Eagle’s historical fee revenue and presented a three-year forecast with potential future real estate investments to the President of Eagle Realty Group and the CFO of Western and Southern Financial Group.
Evaluated and recommended improvements with respect to a new lease tracking system for use by the facilities management group.
Western & Southern Financial Group – PROSPER (Process Redesign for Organizational Speed, Profit, and Expense Reduction)
Participated in identifying synergies among the core business unit’s 2010 initiatives.
Assisted in the research and identification of an electronic application for the Columbus Life Insurance Company.
Researched and built a recommendation for the usage of electronic signatures across the enterprise.
IFS Financial Services
Performed extensive market research on the annuity industry.
Constructed a profitability analysis in an effort to determine the most profitable distribution channels for the firm.
Delivered recommendations to senior management regarding the future of the annuity industry as well as potential internal improvements.
Fort Washington Investment Advisors, Inc.
Designed and implemented a new cost allocation system.
Assisted in the development of the annual budget as well as the 5-year strategic plan.
Participated in various M&A research assignments.
MBA in Investments and Consulting – University of Notre Dame
BS in Finance and Economics – University of Dayton
Previous Professional Experience
Financial Analyst - Western & Southern Financial Group