 |
Fort Washington Savings Company (8 months)
| • |
Assisted
with preparation and submission of Fort Washington Savings Company Revised
Business Plan for calendar years 2006-2008 to state and federal banking
regulators. |
| • |
Developed
strategy that measured optimal bank sales strategy – direct agent sales versus
CRC-direct banking sales, as well as optimal ongoing service and support model. |
| • |
Prepared
and/or coordinated with Marketing for production of all necessary customer forms
and related marketing materials. |
| • |
Coordinated
with all other internal Western & Southern Financial Group business units
the necessary infrastructure links to facilitate reporting, payment of
commission to W & S Agency, etc. |
| • |
Developed
tracking methodology to measure impact of bank product sales on household
persistency, as well as product sales per household. |
Western & Southern Financial Group Holding Company (12 months)
| • |
Served as Assistant Project Manager responsible for
integrating two of the largest subsidiaries with a combined $12 billion in annuity
assets under management. |
| • |
Assisted in developing and delivering a disciplined
integration plan for maintaining the profitability and stability of the merged
subsidiary during the integration process while achieving target revenue and
cost synergies. |
| • |
Assisted in the management of integration activities by
working closely with the Executive Steering Committee to navigate through
planning, decision-making, and resource allocation processes. |
| • |
Performed cost benefit, identifying the operational
efficiencies and financial savings attributed to the integration. |
Fort Washington Investment Advisors, Inc. (6 months)
| • |
Assisted portfolio managers in the refinement of the tactical risk allocation
model and total return investment strategy. |
| • |
Developed measurement tools to identify and isolate the credit, option, and liquidity risk
factors in order to better manage investment risk relative to the benchmark
and support active management of the total return portfolio. |
| • |
Devised a project plan to increase the number of active bets taken by the portfolio manager
and asset managers, which is expected to diversify the portfolio risk and
reduce the volatility of returns. |
Columbus Life Insurance Company (5 months)
| • |
Evaluated the profitability of Columbus Life Insurance Company's mature blocks of business
and assessed the contribution to current and future earnings. Researched
and analyzed the financial issues surrounding the policies. |
| • |
Identified and proposed alternatives for managing the business, which
balanced the interests of the policyholders and independent distribution
channel. |
Fort Washington Trust Company (4 months)
| • |
Developed the project plan to convert Western & Southern Financial Group’s $57
million in retained assets accounts into FDIC-insured accounts. |
| • |
Acted as the project
manager of the cross-functional implementation team responsible for the conversion. |
| • |
Analyzed the current retained asset program processes, benchmarked industry standards, and
identified opportunities for managing the program for greater profitability. |
|
