Successful Engagements
Chief Investment Officer, A leader in the insurance and reinsurance industry
Chief Accounting Officer, American broker offering common and preferred stocks, futures, ETFs, option trades, mutual funds, fixed income, margin lending, and cash management services
Insurance Asset Management Market Research Project, Leading global investment management firm
Vice President, Risk Management and Loss Control, Leading Transportation and Specialty Insurance Company
Vice President, Treasury and Interest Rate Risk, U.S.-based international financial services holding company
Head of Institutional Audit, American broker offering stock trading, long-term investing and retirement planning services
Liability Driven Investments, Portfolio Manager, Global provider of asset management, risk management, capital management, and industry research services for insurance companies
Chief Financial Officer, Mortgage lender, owned by portfolio of a global diversified financial services firm with $150B+ AUM
Vice President, Research and Competitive Intelligence, Mid-size Life/Annuity Insurance Company
Vice President, North American Client Service, UK-based asset management firm
Managing Director, Strategic Planning, Global Property and Casualty Insurance Corporation
Global Head of Credit Risk Review, Financial services unit in U.S.-based conglomerate