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
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
Senior Portfolio Strategist, International investment manager for high-net-worth families and individuals
Funds Treasurer, Investment management division of a larges global asset manager
Head of Global Payments and Liquidity Risk, American multinational banking and financial services holding company
Transition Management – Market Mapping, Fortune 100 financial services firm
Chief Information Officer, Fortune 50 Global Life/Annuity Insurance Company
Vice President of Investment Risk Analytics, U.S. insurance company for individuals, families and businesses
Director, Legal and Regulatory Analysis, One of the largest providers of guaranteed-renewable insurance in the United States
Vice President of Marketing, One of the largest private banks in the United States
Chief Underwriting Officer – Group Insurance, Mid-size Life/Annuity Insurance Company