Concrete examples of what I researched, built, changed, taught, measured, and helped implement.

Click any project for a deeper case study covering the business challenge, my contribution, collaborators, implementation approach, result, and compliance relevance.

Product launch • Regulatory implementation

CareMatters Annuity product launch

Researched regulatory and operational requirements, collaborated with Suitability and 1035 exchange partners, and helped establish practical launch processes, job aids, and escalation paths.

Regulatory researchSuitability1035 exchangesLaunch stabilization

Suitability support • Documentation

CareMatters Annuity suitability guidance

Helped organize product-specific documentation expectations, replacement considerations, signatures, and common suitability clarification points into practical guidance.

SuitabilityBest-interest supportReplacementsDocumentation

Regulatory training • Standardization

New York Regulation 60 & suitability training

Developed and delivered peer training that translated regulated workflows into repeatable frontline steps and shared reference points.

NY Regulation 60TrainingSuitabilityStandardization

Quality control • Handoffs

Final-action / QC turnaround improvement

Participated in a cross-functional pilot that improved a quality-sensitive workflow from roughly 1–3 days to about one hour.

QCControlsTestingWorkflow improvement

Monitoring • Excel reporting

Underwriting decision-review time tracker

Built structured tracking to give leadership visibility into review times, turnaround patterns, exceptions, and process opportunities.

ExcelMonitoringTrend analysisLeadership reporting

Product launch • Procedures

NAVUL new-business process documentation

Worked with process managers on procedures, job aids, review steps, handoffs, and workflow recommendations for a new life-insurance product launch.

Product launchJob aidsProceduresOperational readiness

Automation • Change adoption

Frontline testing for workflow automation

Tested real scenarios, identified gaps, provided developer/process feedback, and supported adoption across multiple automation and workflow pilots.

UAT-style testingAutomationGap identificationChange adoption

What these projects show

A pattern of turning requirements into execution.

Across the projects, my role repeatedly involved clarifying requirements, documenting processes, testing real scenarios, coordinating across teams, identifying gaps, training users, and improving consistency.

Role history

See where the work fits in my career.

My experience page maps these project contributions to my Nationwide roles and earlier regulated-operations experience.

View experience