Data-Driven Transformation
About Me
I’ve built my career at the intersection of strategy, operations, and transformation — helping organizations solve complex problems, scale with purpose, and prepare for what's next. Over the past two decades, I’ve led enterprise-wide initiatives across financial services, fintech, and healthcare, serving in leadership roles that demanded both strategic vision and hands-on execution. Whether guiding a company through a private equity exit, designing a call center recognized in national media, or building compliance programs that stood up to federal scrutiny, I’ve earned a reputation for delivering results that are both measurable and meaningful. I’m also the creator of the PureProcess© Toolkit, a framework that helps teams cut through complexity and focus on high-impact process improvement. What drives me is helping organizations align people, process, and technology — not just to operate better, but to unlock new levels of value and growth.
Dean Mason, CEO, HSA Bank & Willis Towers Watson
“Wally’s analytic skills and insights are unparalleled in my experience as an executive. He saved money, elevated satisfaction, and made us a model for the industry.”
Jane Halverson, Senior Director, University of Northern Iowa
“Wally transformed our training, our mindset, and our performance. He’s a true ambassador of the community and business world alike.”
Michelle Morgan, Trusted Business Advisor
“Wally was our catalyst for change. His Six Sigma expertise and communication style made the hard work feel achievable.”
- Transformation - Alignment - Execution - Excellence - Leadership - Optimization - Readiness - Support
Professional Experience
Senior Consultant
Elatus Consulting
Partnering with growth-oriented organizations to lead enterprise transformation and change execution.
VP, Strategy & Business Optimization
HealthSavings Administrators
Instrumental in preparing the organization for a high-value private equity exit by modernizing operations, improving margins, and scaling growth.
Director, Business Process Optimization
Willis Towers Watson
Led strategic initiatives, merger integration, and operations transformation across domestic and offshore sites.
Director, Strategy & Metrics
Webster Bank, HSA Bank Division
Directed large-scale performance turnarounds and strategic programs that helped drive profitable growth during and after the financial crisis.
Career Impact Highlights
​Call Center Launch
& Revenue Growth
Operational Performance Turnaround
Strategic Value Creation
for PE Exit
Challenge: Design and launch a de novo customer service call center aligned with aggressive growth goals.
Action: Built requirements, managed execution, integrated feedback loops, and trained staff.
Result: Assets grew from $1B to $2B; revenue jumped from $20M to $50M; call center featured in Kiplinger’s Best Of report.
Challenge: Cut operational costs and improve KPIs across large processing centers.
Action: Used PureProcess© and Lean Six Sigma to coach team, measure performance, and redesign workflows.
Result: 20% reduction in operating expenses; 65% improvement in KPIs; 46% efficiency gains and 30% customer satisfaction improvement.
Challenge: Position the company for a successful sale by improving operational performance, customer retention, and enterprise value under private equity ownership.
Action: Led enterprise-wide initiatives to enhance profitability, scale operations, and modernize technology infrastructure.
Result: Strengthened the company's market position that drove successful outcome for private equity ownership.
Value Creation Playbook
My Value Creation Playbook is a framework I’ve developed and refined through years of leading operational turnarounds, digital transformation, and post-merger integration across PE-backed and growth-stage organizations. It brings structure, speed, and focus to enterprise improvement by aligning three critical dimensions: People, Process, and Technology — all anchored to the company’s overarching Strategy.
PureProcess© Toolkit
• A structured methodology for identifying, prioritizing, and remediating broken or high-risk processes.
• Core components include Process Inventory, Risk Scoring, Evaluation Worksheets, and Deficiency Tracking.
• Helps organizations zero in on the critical few over the important many to drive rapid and sustainable improvement.
Execution Across People / Process / Technology
• Organizational Change Management (OCM), Prosci ADKAR planning, stakeholder engagement, and leadership coaching.
• Lean Six Sigma (DMAIC), KPI/KRI/OKR dashboards, risk remediation, and regulatory alignment.
• Technology implementation, redesign, system adoption, and digital process automation.
Integration of Strategy Tools
• Balanced Scorecard for strategy alignment and performance management.
• Strategic planning integrated with change execution, analytics, and stakeholder reviews.
• Consistent dashboarding and reporting cadence for board and C-suite transparency.
Academics & Certifications
Bachelor of Science in Business Administration
Six Sigma Blackbelt
Prosci Change Practitioner
Balanced Scorecard Master Professional