Successful Engagements
Research and Market Intelligence – High Yield, One of the largest and most reputable investment management firms in the United States
Director, Legal and Regulatory Analysis, One of the largest providers of guaranteed-renewable insurance in the United States
Chief Actuary, Leading Offshore Annuity Reinsurance Company
Assistant General Counsel, Independent, privately held money management firm
Chief Risk and Actuarial Officer, Private Equity backed Insurance holding company operating in the Life/Annuity sector
Senior Health Care Analyst, Privately held investment manager serving institutional clients
Vice President of Investment Risk Analytics, U.S. insurance company for individuals, families and businesses
Head of Information and Technology Audit, American multinational conglomerate corporation
Client Advisor, American investment management firm serving institutional clients including pension funds, endowments, foundations, foreign governments and central banks
Chief Compliance Officer, Mutual Funds, American financial services company providing investment management, asset and fund administration, fiduciary and banking services globally
Vice President, Risk Management and Loss Control, Leading Transportation and Specialty Insurance Company
Market Research – High Yield Muni, One of the largest and most reputable investment management firms in the country