Summary of career achievements and experiences.

1. JEFFREY A. LAMB
315 Denberry Drive, Lake Zurich, IL 60047 • 847.962.7044 • jeffreyalan.lamb@gmail.com
www.linkedin.com/in/jeffreyalamb
FINANCIAL SERVICES IT DELIVERY LEADER
Business Architecture / Solution Delivery / Talent Development / Product Innovation / QA
Employee Benefits, Retirement, Financial Services, Healthcare
Ø Strategic product innovator and requirements leader driven to help companies deliver digital innovation to
their customers to grow market share, retain business, and to introduce middle office technologies to
increase productivity of sales, operations, fulfillment and customer service.
Ø Adept at partnering with business decision-makers to quickly understand the landscape and flex where
necessary to achieve their objectives. Known as a humble, effective leader who delivers transparent team
communication of the mission, manages to lean principles and empowers agile teams to perform at their best
to deliver with speed and quality.
Ø Expertise: Financial Services, Product Innovation, SDLC, IT Strategy, Business Strategy, Process
Improvement, Change Management, Talent Development, QA, Project Management, Strategic Planning,
Solutions Delivery, Requirements Management, Business Analysis, Product Design, Software Development,
Budgeting, Business Architecture, Vendor Relations/Management, and M&A.
PROFESSIONAL EXPERIENCE
MASSACHUSETTS MUTUAL (MassMutual) FINANCIAL GROUP, Chicago, IL 2010 to 2016
Marketing name for MassMutual Life Insurance Co.; Fortune 100 Company with 1,800 offices and 13 million global clients.
Head of IT Shared Services (2015-2016)
Head of Business Architecture, Retirement Services (2010-2015)
Led delivery of business capability and process mapping, requirements management/measurement, business analysis,
product and software configuration design, development and acceptance testing leadership/expertise. Promoted in
2015 to consolidate teams and establish lean model, improve QA practices, and direct staff of 190 domestic and 250+
onshore/offshore consultants to drive speed and quality; managed 18 direct reports (AVPs & Senior Consultants)
across three US locations. Managed $40M annual budget. Reported to SVP of IT Delivery. 50% travel. Selected
accomplishments:
• Achieved $1M in annual savings through lean management of Shared Services. Improved BA/QA practices and
organizational standards/efficiencies, and successfully developed talent; improved technology footing by
analyzing and enhancing capabilities.
• Led high-performing product requirements and configuration team. Provided strategic, tactical and results-oriented
leadership that accelerated delivery by 50%+ through a more agile, iterative process,
improved communications, and fostered a culture of teamwork and accountability.
• Led Business Consulting, Business Analysis, and QA ($100M+ enterprise IT portfolio; Life, Workplace Benefits and
Retirements LOB). Managed/collaborated with Delivery Team across 4 continents (U.S., U.K., India, Israel).
• Provided change leadership for McKinsey lean management system transformation:
−Recognized by SVP and EVP, IT for outstanding change management leadership competencies.
• Drove product requirements for Retirement Services enterprise platform. Collaborated with peers to develop talent
enhancement and product deployment strategies. Met/exceeded all performance benchmarks (top 10%).
• Directed high-quality team, leveraged offshore capabilities, and promoted thought leadership culture (2010-2015):
Planned/recruited/developed 100+ person BA team for strategic, transformational software program covering
more than 80 capabilities, 200+ business processes, and 90,000 requirements.
• Delivered 90%+ requirements stability/quality, achieving CMMi level maturity within 3 months, by directing BA
practice transformation.
• Co-led team to deliver industry top quartile results (Gartner) with 85% on time/budget for $100M+ portfolio.
• Delivered product requirements for new capabilities enabling largest M&A transaction; contributed to
200%+ business growth during 3-year period (2010-2013).
• 1 of 32 employees selected from more than 200 leadership candidates to attend Mass Mutual's Leadership Summit
Executive Training.

2. JEFFREY A. LAMB
847.962.7044 • jeffreyalan.lamb@gmail.com (Page 2)
LINCOLN FINANCIAL GROUP, Arlington Heights, IL / Fort Wayne, IN 1995 to 2010
(NYSE: LNC) Lincoln Financial Group is the marketing name for Lincoln National Corp. (Fortune 250 American holding Co.).
Director, Business Analysis & Quality Assurance, Lincoln Financial Group (2006-2010)
Director, Retirement Solutions IT, Business Analysis, Lincoln Financial Group (2003-2006)
Principal, Tech Strategy Lead, Administrative Management Group, Inc. (2000-2003)
Director, Defined Contributions Operations, Administrative Management Group, Inc. (1997-2000)
Manager, Retirement Services Daily Valuations, Administrative Management Group, Inc. (1995-1997)
Successful tenure with the organization; Lincoln Financial Group acquired Administrative Management Group in 2003.
Reported to EVP, Retirement Operations (2003-2006). As Director, Business Analysis & QA, reported to VP of
Retirement Solutions IT; responsible for implementing large-scale QA model across all Lincoln RS DC departments
and locations. Selected accomplishments:
Director, Business Analysis & Quality Assurance, Lincoln Financial Group (2006-2010)
Director, Retirement Solutions IT, Business Analysis, Lincoln Financial Group (2003-2006)
• Led 36+ QA professionals (BAs, Testers, etc.) on all functional and non-functional activities across multiple
strategic and technology supporting platforms and consolidation of two major data centers:
Mentored and developed 7 Senior QA Leads/Test Engineers.
• Served as Thought Leader for Lincoln enterprise Quality Leadership; presented strategic co-sourced on-
offshore pilot model recommendation to CIO and other senior executives (ultimately adopted).
• Managed project teams to deliver timely milestones on small, mid-sized and large corporate projects/initiatives,
including enhancements and integration of enterprise applications to reduce cost and enable sharing of data.
• Directed team of 30+ (10+ BAs, 20+ QAs) to consistently deliver strong results in deadline-oriented environments.
• Spearheaded successful product roadmap definition efforts (digital/data/middle-office platform). Drove product
vision and supported large strategic initiatives in collaboration with senior stakeholders (including CIO).
• Contributed to YOY cash flow growth of 10+%, and transitioned more than $10B in assets and 500K
participant accounts (from legacy system to new platform) by providing product leadership on multi-million dollar
retirement services platform delivery; ensured lean execution on highly configurable broad-based platform,
allowing Lincoln to retain $10B+ in at-risk assets.
• Successfully launched SmartFuturesm
middle market 401(k)/403(b) product. Instrumental in Lincoln achieving top
three 403b healthcare market position.
• Achieved aggressive ROI targets by automating performance & functional testing.
Principal, Tech Strategy Lead, Administrative Management Group, Inc. (2000-2003)
Director, Defined Contributions Operations, Administrative Management Group, Inc. (1997-2000)
Manager, Retirement Services Daily Valuations, Administrative Management Group, Inc. (1995-1997)
• Selected by ownership to lead strategic planning and product vision development for innovative total retirement
outsource administration platform; key factor in 2003 acquisition. Served as Product Owner and SME.
• Led defined contribution operations reporting to COO & EVP ($6B book of business, serviced by 80+ employees).
• Grew client business 80%+ through major transition (from traditional to daily valuations), reducing both
attrition and operational costs.
EDUCATION / PROFESSIONAL DEVELOPMENT / TECHNOLOGY
Bachelor's Degree in Psychology (3.75 GPA; Cum Laude) – TRINITY COLLEGE, Deerfield, IL
Tax Sheltered Annuities, 401(k), 403(b), 457, ERISA
Life, Health and Disability Insurance Licensed (formerly), State of IL
Financial Industry Regulatory Authority (FINRA) Series 7 (formerly)
Leadership Financial Services Insurance Healthcare
Business Process Improvement Strategy
Business Analysis Project Management Lean Management Vendor Management Agile Methodologies
Software Development Life Cycle (SDLC) Quality Assurance
Leadership Master Data Management RDBMS
Oracle Database Modeling, Object Oriented Analysis/Business Process Modeling