Successful Engagements
Senior Wealth Manager, U.S. financial investment advisory firm
Global Head of Audit Risk, Financial services unit in U.S.-based conglomerate
Chief Audit Executive, Diversified financial services company engaged in financial planning, wealth management, investment banking and asset management
Senior Portfolio Strategist, International investment manager for high-net-worth families and individuals
Global Controller, One of the largest loss adjusting and claim management companies globally
Vice President, Global Treasury Risk Management, Highly diversified global financial services holding company
Chief Compliance Officer, Large provider of guaranteed-renewable insurance in the United States
Chief Financial Officer, Mortgage lender, owned by portfolio of a global diversified financial services firm with $150B+ AUM
Senior Health Care Analyst, Privately held investment manager serving institutional clients
Head of Business Intelligence and Operations, Fortune 50 P&C Insurance Company
Director of Investor Relations, Global multi-strategy hedge fund and asset management firm
Head of Americas Fund Controllers, Leading global investment banking, securities and investment management firm