Waveney Allison Belle, SHRM-SCP

Founded Executive Edge to help CEOs, CHROs, and senior HR leaders architect AI-powered, human-centered talent strategies that transform companies into future-ready organizations. Executive Edge delivers advisory and fractional CPO solutions that bridge technology, talent, and transformation—helping leaders achieve measurable ROI across digital, cultural, and operational initiatives. Strategic Advisory Services: • AI-Enabled Workforce Transformation: Integrate people analytics, digital tools, and intelligent automation to increase productivity, optimize costs, and future-proof workforce capabilities • HR Operating Model Redesign: Build modern, data-driven HR functions that accelerate delivery, improve experience, and convert HR from a cost center to a value generator • M&A Integration & Workforce Strategy: Guide post-merger workforce and culture alignment to preserve critical talent, achieve synergy targets, and sustain engagement during change • Organizational Design & Effectiveness: Redefine structures, decision-rights, and capability models to increase agility, accountability, and leadership readiness • Executive Coaching & Leadership Development: Develop senior executives to lead confidently through digital disruption and human-AI collaboration • Strategic Workforce Planning: Align workforce analytics and scenario modeling with enterprise growth strategies to anticipate skill shifts 18–24 months ahead • Culture & Change Management: Lead change adoption efforts through human-centered design principles that drive 70%+ adoption and build trust in transformation • Total Rewards & Compensation Strategy: Design rewards strategies and compensation philosophies that reinforce performance, equity, and innovation • DEI & Organizational Health: Build inclusive systems and leadership behaviors that unlock creativity, resilience, and long-term value creation.

Recruited into newly created transformation role reporting to CHRO with dotted line to CEO & C-Suite to drive enterprise-wide initiatives for Life and Property & Casualty, including Commercial. Led strategic HR efforts for 9,500 across 10+ regional operations and 80+ field offices nationwide, including M&A integration, HR transformation, and organizational effectiveness. Strategic Business Partnership & Executive Leadership: • Partnered with CFO and Finance leaders to deliver significant workforce optimization and productivity improvements through organizational design and process transformation • Presented human capital value chain and workforce strategy to Board of Directors; facilitated strategic planning sessions • Secured investment in AI/data science capabilities, delivering workforce analytics and predictive modeling solutions Organizational Transformation & Change Management: • Led enterprise-wide restructuring while achieving industry-leading retention through strategic communications, culture initiatives, and inclusion programs • Accelerated succession planning for C-suite and critical roles, achieving full coverage ahead of schedule • Built and led high-performing HR team recognized for operational excellence across divisions Talent Strategy & Planning: • Enhanced talent acquisition, performance management, & leadership development programs, significantly reducing time-to-hire while improving onboarding & retention • Implemented strategic workforce planning initiatives to anticipate skill needs well in advance • Designed total rewards strategies aligned with market competitiveness and business objectives HR Technology & Analytics: • Leveraged Workday and people analytics to drive data-informed decisions connecting talent to business outcomes • Created executive dashboards translating HR metrics into business impact language Key Focus Areas: Business Transformation | Strategic Workforce Planning | Executive Succession Planning | Culture Transformation

Led HR and organizational transformation enabling strategic decentralization of distribution & service functions to P&L owners. Accountable to P&C Division President overseeing 14,000+ employees with direct responsibility for Personal Lines and Agency distribution teams across four major labor markets. HRBP Transformation & Strategic Partnership: • Architected next-generation HRBP model, introducing strategic partnerships that delivered measurable business impact • Led strategic organizational design initiative that streamlined operations, improved business agility and accelerated decision-making • Built high-performing P&C Distribution executive team recognized as best-in-class for digital transformation, risk management, workforce planning, and L&D Workforce Strategy & Great Resignation Leadership: • Protected P&C workforce through operational discipline and proactive cost management, maintaining full employment during enterprise-wide cost pressures • Maintained advisor workforce stability through compensation restructuring and innovative recruiting, overcoming significant wage inflation in Phoenix/Tampa markets • Achieved record P&C engagement metrics that lifted overall enterprise scores during period of significant organizational change Organizational Design & Culture Transformation: • Refined organizational structure to support business growth and agility • Evolved culture to enhance performance focus with accountability for strategic business objectives • Enabled digital transformation initiatives through strategic workforce planning and capability building Key Focus Areas: Organizational Restructuring | Workforce Stabilization | Culture Transformation | P&L Partnership

Led transformation initiatives during four concurrent strategic mandates: Wealth Management centralization, HRBP operations across Life Insurance, Investment Management, and Financial Planning divisions, major Investment business divestiture to Charles Schwab, and post-divestiture pivot to accelerate Life Insurance growth. Supporting San Antonio, Dallas, Phoenix, Tampa, and Colorado Springs. Promoted to Executive Director in role. M&A Leadership & Strategic Transformation: • Orchestrated comprehensive HR strategies for Charles Schwab divestiture including retention planning, change management, and workforce transition • Achieved exceptional critical talent retention through transaction close while managing complex stakeholder communications • Drove simultaneous business pivot to Life Insurance growth strategy post-divestiture, redesigning organizational structure and talent capabilities Financial Advisor Excellence: • Enhanced financial advisor productivity through compensation redesign aligned with AUM growth and client satisfaction • Expanded advisor workforce while maintaining industry-leading retention during transformation • Enabled digital transformation of advisor channels through comprehensive reskilling initiatives Regulatory & Compliance Partnership: • Navigated complex broker-dealer regulations maintaining full FINRA/SEC compliance across advisor workforce • Partnered with Chief Compliance Officer to build talent strategies for highly regulated wealth management environment • Designed specialized onboarding and development programs for FINRA-licensed professionals Business Impact & Strategic Partnership: • Supported significant AUM growth through advisor capability building and retention strategies • Accelerated time-to-productivity for new advisors through enhanced onboarding and mentorship programs Key Focus Areas: M&A Execution | Financial Advisor Strategy | Regulatory Compliance | Workforce Transformation

Established an operational risk management reporting framework for USAA Federal Savings Bank during regulatory transition. Led enterprise risk assessments collaborating with Compliance and Legal teams to ensure regulatory alignment. Built Project Oversight function strengthening governance processes and risk mitigation strategies. Enterprise Risk Leadership: • Spearheaded FSB Regulatory Readiness initiative, strengthening enterprise risk preparedness during critical transition • Conducted comprehensive risk assessments across business lines, identifying and mitigating operational vulnerabilities • Implemented corporate risk taxonomy creating standardized risk language and measurement across the enterprise Governance & Strategic Partnership: • Built Project Oversight function providing executive visibility into transformation and initiative risks • Partnered with senior leadership and Board committees delivering actionable risk insights • Strengthened risk escalation and governance processes enhancing organizational resilience Team Leadership & Operational Excellence: • Led team of risk professionals conducting gap analyses and developing mitigation strategies • Established risk reporting cadence and dashboards for executive and Board-level decision making • Enhanced cross-functional collaboration between Risk, Compliance, Legal, and Audit functions Key Focus Areas: Regulatory Compliance | Operational Risk Framework | Enterprise Governance | Risk Transformation

Established and led comprehensive quality execution program encompassing learning & development, quality assurance, and control testing for USAA Federal Savings Bank's Collections & Recovery organization. Built and managed team of Learning & Quality Assurance advisors supporting the banking division. Risk Management & Controls Leadership: • Launched 'first-line of defense' business controls function strengthening risk management standards across Credit Risk Management • Designed control testing protocols ensuring compliance with banking regulations and internal policies • Enhanced governance strategies driving operational excellence and risk mitigation Learning & Capability Development: • Built enterprise learning infrastructure supporting FSB Collections & Recovery transformation • Developed comprehensive training programs for collections specialists, recovery advisors, and management professionals • Created quality assurance framework ensuring consistent execution of contact center and risk management practices Operational Excellence & Team Leadership: • Led cross-functional team delivering integrated learning, quality, and controls solutions • Established performance metrics and dashboards providing visibility into operational effectiveness • Partnered with senior leadership to align capability building with strategic risk objectives Regulatory Compliance & Governance: • Ensured adherence to banking regulations through robust control testing and quality assurance • Strengthened internal controls improving audit outcomes and regulatory examination results • Built culture of continuous improvement and risk awareness across the organization Key Focus Areas: Advisor Enablement | Learning & Development | Quality Assurance | Operational Excellence

Recruited from Sears Customer Care Network for expertise in Telephony / Predictive Dialing Solutions technology and Contact Center Strategy, serving as primary change leader for USAA's enterprise IT Channel Management department. Led optimization of multi-channel contact center operations balancing cost efficiency, profitability, and member satisfaction. Technology Leadership & Governance: • Oversaw contact center technology governance with significant annual budget responsibility • Led team of business analysts, IT specialists, and consultants driving enterprise transformation • Spearheaded critical technology migrations including Cisco ICM and Aspect Unified IP platforms Strategic Innovation & Transformation: • Architected three-year Voice Channel Management roadmap aligning technology with business strategy • Implemented process improvements enhancing operational efficiency and member experience • Drove seamless integration of complex contact center technologies ensuring business continuity Operational Excellence & Results: • Optimized multi-channel operations improving both cost efficiency and member satisfaction • Accelerated time-to-market for new capabilities through streamlined processes • Enhanced self-service capabilities reducing call handling times while improving experience Cross-functional Partnership: • Collaborated with IT, Operations, and Customer Experience teams on enterprise initiatives • Bridged business and technology ensuring solutions met strategic objectives • Built culture of continuous improvement and innovation across contact center operations Key Focus Areas: Contact Center Transformation | Technology Governance | Operational Excellence | Customer Experience