Successful Engagements
Head of Business Intelligence, Highly diversified global financial services holding company
Director, Legal and Regulatory Analysis, One of the largest providers of guaranteed-renewable insurance in the United States
Vice President, Research and Competitive Intelligence, Mid-size Life/Annuity Insurance Company
Research and Market Intelligence – High Yield, One of the largest and most reputable investment management firms in the United States
Vice President, Insights & Connections, Family office division of large financial services firm
Vice President, Marketing Manager, UK-based asset management firm
Chief Audit Executive, U.S. technology-based brokerage firm
Transition Management – Market Mapping, Fortune 100 financial services firm
Chief Compliance Officer, Mutual Funds, American financial services company providing investment management, asset and fund administration, fiduciary and banking services globally
Senior Wealth Manager, U.S. financial investment advisory firm
Senior Vice President, Workers Compensation Product Management Leader, Fortune 50 Multiline Insurance Company
Vice President, North American Client Service, UK-based asset management firm