Successful Engagements
Chief Investment Officer, Private Equity backed Insurance holding company operating in the Life/Annuity sector
Senior Wealth Manager, U.S. financial investment advisory firm
Head of Business Intelligence, Highly diversified global financial services holding company
Investment Director, Leading privately owned investment manager
Group Controller, American multinational banking and financial services company
Senior Relationship Manager, Large global macro hedge fund
Chief Investment Risk Officer, A world-wide property and casualty insurance and reinsurance company
Chief Underwriting Officer – Group Insurance, Mid-size Life/Annuity Insurance Company
Transition Management – Market Mapping, Fortune 100 financial services firm
Insurance Asset Management Market Research Project, Leading global investment management firm
Chief Audit Executive, Diversified financial services company engaged in financial planning, wealth management, investment banking and asset management
Research and Market Intelligence – High Yield, One of the largest and most reputable investment management firms in the United States