He brings more than 14 years of experience in information technology and financial services, including deep expertise in program management, strategic planning, and organizational change management.
Before joining A&M, Mr. Held spent nine years with Fireman’s Fund Insurance Company, serving in a variety of leadership roles including Senior Director for IT Strategy and Operational Transformation, IT Business Relationship Director for the $1.2 billion commercial business division, and PMO Leader for the IT and Customer Service division. Prior to Fireman’s Fund, he served as Client Development Manager for Organic, Inc., a pioneering web consultancy.
His strategic planning and change management experience includes: developing an IT strategy to enable enterprise-wide business transformation, which included a core legacy system replacement, IT process model maturity and an improved vendor management strategy; creating an enterprise release management framework for Blue Shield of California to integrate and synchronize the planning and production deployments for its legacy and next generation technology platforms; and developing a transition plan for the merger of two Allianz entities that resulted in a national shared-services organization of 600 members across five locations. For the new organization, he was responsible for forecast and planning activities for a $300 million annual budget.
In addition, Mr. Held managed an application development / maintenance outsourcing transition for a large business division, which included a revised demand management strategy, and process and role redesign; he designed product and lead integration strategies for large insurance company clients including AIG, CNA and State Farm for the online insurance portal, InsWeb; and devised process and integration approaches to incorporate electronic leads into existing systems and workflows.
His program management and delivery experience includes: serving as the PMO Leader for Customer Service and IT divisions, responsible for driving project health, schedule quality and critical path program management for $100 million technology development portfolio; he led development of next-generation enterprise underwriting decision platform, with approved program targeted to generate $60 million savings over a five-year period; and he deployed an enhanced governance model to expand a review of legacy system change requests.
Additional engagements include: developing executive performance reporting, illustrating prioritized KPIs and topics for executive review; implementing a monthly review process to facilitate transparency and controlling for financial results and project execution; and managing a development team to create large-scale online business channels for clients.
Mr. Held earned a bachelor’s degree in history from University of Redlands and a master’s degree in international policy analysis from The Monterey Institute of International Studies.