Successful Engagements
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
Head of Global Payments and Liquidity Risk, American multinational banking and financial services holding company
Vice President, Global Treasury Risk Management, Highly diversified global financial services holding company
Senior Wealth Manager, U.S. financial investment advisory firm
Vice President of Marketing, One of the largest private banks in the United States
Director, Global Accounting Policy and Advisory, Loyalty Accounting, A highly diversified financial services company
Head of Information and Technology Audit, American multinational conglomerate corporation
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
Chief Compliance Officer, Capital Markets, American diversified holding company providing financial services to individuals, corporations and municipalities
Head of Americas Fund Controllers, Leading global investment banking, securities and investment management firm
Chief Compliance Officer, Large provider of guaranteed-renewable insurance in the United States