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.

Reported results
Evidence, with my role stated.
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.
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.
Current- and future-state process flows documented at Wright Service Corp for Workday readiness.
Reported result
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 conversationA candid conversation about what you're seeing. If I'm not the right fit, I'll say so.
