Lead the global enterprise portfolio of 100+ strategic initiatives, driving digital transformation, operational modernization, and scalable technology adoption across higher education, e-commerce, and digital learning ecosystems. Spearheaded AI-driven automation, predictive analytics, and cloud-based solutions, optimizing student engagement platforms, content distribution, and learning management systems (LMS). Established enterprise governance frameworks, portfolio prioritization strategies, and risk mitigation controls, ensuring financial discipline, scalability, and global business growth across US, Asia, and Europe.

Directed a multi-million-dollar global transformation portfolio, modernizing actuarial, finance, and risk management functions for life insurance, annuities, retirement, and disability products. Led the implementation of automation, robotics process automation (RPA), and machine learning, improving forecasting accuracy, risk assessment, and policy administration. Established a Project Management Center of Excellence, incorporating real-time demand, capacity planning, and portfolio analytics, strengthening execution agility, financial governance, and enterprise-wide decision-making. Partnered with EXL, McKinsey, Deloitte, and EY to deploy actuarial transformation, cost optimization, and technology-driven insurance operations.

Developed and implemented regulatory compliance and enterprise transformation strategies, ensuring adherence to Dodd-Frank Act requirements, risk mitigation policies, and financial oversight standards. Designed and deployed automation-driven execution frameworks, improving portfolio governance, regulatory tracking, and cost-efficiency measures across life insurance and investment portfolios. Led cross-functional collaboration with actuarial teams, legal departments, and external regulatory agencies, strengthening compliance workflows, financial risk modeling, and operational effectiveness.

Led the establishment of a PMO and portfolio governance framework, accelerating life insurance product innovation and development, supporting whole life, universal life, variable universal life (VUL), term life, annuities, and group life solutions. Spearheaded strategic transformation initiatives, optimizing product lifecycle management, actuarial modeling, and regulatory compliance across individual and group life products. Implemented automation-driven execution processes, improving product roadmaps, actuarial integration, and market launch efficiencies. Played a key role in streamlining product portfolio strategy, enhancing speed-to-market, underwriting process improvements, and cross-functional alignment between actuarial, distribution, and risk management teams. Recognized for leadership in life product transformation, earning a nomination to New York Life’s Accelerated Leadership Program.

Led enterprise-wide Affordable Care Act (ACA) transformation programs, ensuring regulatory compliance, financial transparency, and operational readiness for health insurance, provider networks, and claims management systems. Developed enterprise risk management strategies, financial reporting frameworks, and regulatory tracking systems, strengthening governance and compliance oversight. Directed cross-functional collaboration between actuarial, underwriting, and IT teams, optimizing process automation, provider reimbursements, and compliance integration across health plan operations.

Managed enterprise-wide IT infrastructure, cloud migration, and software development programs, ensuring scalable, secure, and high-performance technology solutions for education, research, and healthcare systems. Led the deployment of an electronic health record system, optimizing interoperability, compliance with HIPAA regulations, and user adoption rates. Designed and implemented PMO governance models, execution tracking tools, and process automation strategies, enhancing cross-functional collaboration, technology portfolio management, and operational efficiency.