Successful Engagements
Chief Accounting Officer, Fortune 50 Global Life/Annuity Insurance Company
Chief Compliance Officer, Exchange-Traded Funds, American financial services company providing investment management, asset and fund administration, fiduciary and banking services globally
Vice President, Global Treasury Risk Management, Highly diversified global financial services holding company
Head of Compliance and Legal, U.S., UK-based asset management firm
Portfolio Manager – Large Cap Value, Distinguished global investment firm
Head of Global Payments and Liquidity Risk, American multinational banking and financial services holding company
Global Head of Audit Risk, Financial services unit in U.S.-based conglomerate
Chief Distribution Officer, Leading offshore Annuity Reinsurance Company
Vice President, Risk Management and Loss Control, Leading Transportation and Specialty Insurance Company
Vice President, Research and Competitive Intelligence, Mid-size Life/Annuity Insurance Company
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 Americas Fund Controllers, Leading global investment banking, securities and investment management firm