Successful Engagements
Senior Health Care Analyst, Privately held investment manager serving institutional clients
Vice President, Treasury and Interest Rate Risk, U.S.-based international financial services holding company
Head of Institutional Audit, American broker offering stock trading, long-term investing and retirement planning services
Director, Global Accounting Policy and Advisory, Loyalty Accounting, A highly diversified financial services company
Senior Vice President, Global Treasury, Head of Capital Planning, Global financial services organization providing investment servicing, asset management, trading and securities lending services
Global Head of Accounting Policy, Worldwide financial services holding company providing investment management, servicing and administration; research and trading; and financial data analytics for institutional investors
Director, Legal and Regulatory Analysis, One of the largest providers of guaranteed-renewable insurance in the United States
Senior Wealth Manager, U.S. financial investment advisory firm
Chief Investment Officer, A leader in the insurance and reinsurance industry
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
Chief Investment Risk Officer, A world-wide property and casualty insurance and reinsurance company