Paul has over 16 years of experience across many lines of business in the financial services industry. His diverse background spans the areas of process re-engineering, implementation, operations and platform analysis.


New Business Implementation, Operational Benchmarking, Process Design, Organizational Design, Project Management, Client Service Management, Call Centers and Business Analytics

Relevant Experience

  • Held a role as a senior member of a global team facilitating a 7-year project, overhauling the client’s back-end administration system
  • Analyzed, redesigned, and implemented a new software development process, targeting increased quality and client satisfaction
  • Conducted a study across nine different industry leading Recordkeepers, and delivered a market pricing and P&L competitive analysis as the basis for the client’s strategic direction
  • Led a large organization to identify and prioritize hundreds of operational gaps and improvement opportunities
  • Developed and led a successful operational plan that eliminated a four-year revolving transaction backlog
  • Eliminated key person dependencies and implemented improvements that increased quality and timing for over 35,000 complex transactions annually
  • Played a lead role in Kaizen event to reduce the cycle time of client implementations by over 25%
  • Implemented an operating plan consisting of capacity plans and business forecasts for three lines of business consisting of over 300 associates

Prior Positions Held

  • Manager/Complex Calculations – Prudential Financial
  • Manager/Implementations – Prudential Financial
  • Manager/Claims – Prudential Financial
  • Sr. Business Analyst – Fidelity Investments
  • Implementation Analyst – Fidelity Investments