Laura Sullivan Consulting

About

I find the problems hiding in plain sight.

Laura Sullivan, founder and principal consultant.

I have spent 14+ years in process improvement and transformation, built on 20+ years in financial services, working inside Charles Schwab · Osaic · Wells Fargo · American Express · Voya Financial · Wright Service Corp.

My strongest instinct is noticing when the story people tell doesn't match how the business actually operates. I follow the work across organizational boundaries: where information changes hands, where accountability blurs, and where someone quietly keeps a spreadsheet because the official system doesn't do what the business needs.

I can walk into an unfamiliar area without pretending to be the expert. At Wright Service Corp I learned utility field operations, payroll, and billing; at Voya I investigated application development and release management. I find the people who know, ask useful questions, and reconcile competing explanations into a coherent picture.

I'm also willing to say when a proposed investment doesn't have a convincing business case. And I'm precise about my role: where a result belongs to a larger program, I say so.

Outside client work, I'm the founder of Fireborne, an AI accountability-coaching app I've been building since spring 2026 with AI-assisted development. I own the product requirements, the coaching design, and the testing, and I hold it to the same standard I bring to clients: every fact the coach states has to trace back to real data. Fireborne is a working prototype in pre-beta.

Laura Sullivan

Reported results

Evidence, with my role stated.

55%

Cycle-time reduction in securities-based lending workflows at a national bank, associated with the DocuSign implementation.

Reported result

My project: I led it through implementation, secured legal, risk, and compliance approval, and built the tagged forms myself.

10,000+

Change management for Osaic's new account-opening platform rollout across a distributed network.

Reported result

Rollout population, not a count of confirmed active users.

30+

Current- and future-state process flows documented at Wright Service Corp for Workday readiness.

Reported result

6 weeks

Ahead of schedule: Schwab Bank digital onboarding delivery.

Reported result

These are reported results from my résumé, not independently verified measurements. Where a figure is a program result, my contribution is stated separately.

Background & credentials

Experience

  • Senior Product Owner, Schwab Bank: requirements, backlogs, acceptance criteria, and Agile delivery from the business side
  • A regulatory and control perspective from work at Schwab and Wells Fargo
  • Change management for Osaic's account-opening platform rollout
  • Developed and delivered an independent professional training program with continuing-education approval

Credentials

  • MBA
  • Six Sigma Green Belt
  • FINRA Series 7, 66, and 63 (formerly registered)

Something isn't working, and you can't quite see where.

You don't need the diagnosis, only the symptom.

Book a discovery conversation

A candid conversation about what you're seeing. If I'm not the right fit, I'll say so.