Successful Engagements
Chief Risk Officer, International multi-line financial services firm
Chief Audit Executive, U.S. technology-based brokerage firm
U.S. Small/Mid Cap Growth Team, U.K.-based equity asset management firm
Head of Compliance and Legal, U.S., UK-based asset management firm
Vice President, Insights & Connections, Family office division of large financial services firm
Chief Compliance Officer, Large provider of guaranteed-renewable insurance in the United States
Chief Investment Officer, Private Equity backed Insurance holding company operating in the Life/Annuity sector
Chief Accounting Officer, Fortune 50 Global Life/Annuity Insurance Company
Chief Compliance Officer, Investment Advisor, American financial services company providing investment management, asset and fund administration, fiduciary and banking services globally
Vice President of Investment Risk Analytics, U.S. insurance company for individuals, families and businesses
Senior Vice President, Global Treasury, Head of Capital Planning, Global financial services organization providing investment servicing, asset management, trading and securities lending services
Vice President, Research and Development – Personal Lines, Fortune 50 P&C Insurance Company