Resume
Business Transformation Director
Fourteen years in PEO benefits, workers’ compensation and the data underneath them. I sold in this industry, ran a firm in it, then went after the operating models and analytics that decide how it performs. Today I lead transformation programs across product implementation, operating-model design and change adoption, mostly with teams that do not report to me. The habit is making complicated things simple enough to agree on.
Experience
TotalSource PEO. 750,000+ worksite employees across 30,000+ client organizations. Promoted to Director in 2024.
Jun 2025 to present
Program management across four concurrent strategic projects: change management and adoption, operating-model design, go-to-market, KPI and measurement. Senior leaders across business units and matrixed product, engineering and finance teams of five to twelve.
Feb 2024 to Jun 2025
Direct team of six.
Nov 2022 to Feb 2024
Built 14 of the first 24 dashboards in Tableau and Alteryx, changing how departments ran weekly work. 68 percent adoption across 2,700 users.
PEO, benefits and workers’ compensation. Four roles, three promotions in six years.
Apr 2021 to Nov 2022
Healthcare analytics, clinical and benefits data, QA and reporting teams.
Oct 2018 to Apr 2021
Healthcare analytics and insight delivery. Early team leadership.
May 2017 to Oct 2018
Rate adequacy, profitability and loss-trend modelling into actuarial and executive-committee review. Managed a TPA transition.
Nov 2016 to May 2017
Pricing, risk-trend and profitability analysis across the workers’ compensation book.
Workers’ compensation, payroll and benefits brokerage. 18 associates and 2 managers. P&L ownership.
Apr 2012 to Nov 2016
Joined as a broker, then built and ran the firm to scale. Licensed 2-20 general lines agent.
Education and credentials
Bachelor of Business Administration, Risk Management and Insurance. Eastern Kentucky University. Magna Cum Laude.
Certified Scrum Product Owner, 2025. Tableau Certified Data Analyst, 2024. Visual Analytics Practitioner, 2024.
A local-first multi-agent platform with orchestrated agents, approval gates and self-restarting health checks. Kybernetes.