Highlights

Michele brings over 30 years of experience in the financial services industry including managing large complex organizations through transformational change, delivering results and achieving significant expense savings while establishing a culture of inclusivity, people development and engagement.

Specialties

Business Strategy and Execution, Mergers and Acquisitions, Technology Transition and Integration, Customer Service and Trust Company Operations, Talent Development and Employee Engagement, Outsourcing and Vendor Management

Relevant Experience

  • Set strategy through collaboration and led execution of multi-year, multi-million dollar transformation of service model and administrative technology platform
  • Developed and led multiples changes to organizational design and structure geared to enhancing delivery to customers while improving ability to execute on business strategy and reduce expenses (centralize, decentralize, start-up and re-alignment of teams)
  • Set direction and led implementation of suite of innovative technology enablers across business model, solving for enhanced services, regulatory requirements and reduced costs
  • Led negotiations of multi-million dollar vendor contracts, securing appropriate pricing and SLAs and established processes for continued strategic discussions and ongoing assessments
  • Led start-up of LFG trust company for mutual fund and IRA offerings and converted existing assets from prior provider
  • Selected vendor and led outsourcing of Defined Benefit Administration to seasoned company while creating a seamless transition and enhanced service environment

Prior Positions Held

  • Senior Vice President Retirement Client and Administrative Services – Lincoln Financial Group
  • President – Lincoln Financial Trust Company
  • Vice President Client Services Annuity Products – Lincoln Financial Group
  • Vice President New Business Retail Individual Annuities – Lincoln Financial Group
  • Chief of Staff for COO, Life, Annuity, Retirement – Lincoln Financial Group
  • Transformation Officer, Life, Annuities – Lincoln Financial Group

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