Successful Engagements
Vice President, Treasury and Interest Rate Risk, U.S.-based international financial services holding company
Chief Compliance Officer, Mutual Funds, American financial services company providing investment management, asset and fund administration, fiduciary and banking services globally
Insurance Asset Management Market Research Project, Leading global investment management firm
Vice President, Global Treasury Risk Management, Highly diversified global financial services holding company
Vice President, Research and Development – Personal Lines, Fortune 50 P&C Insurance Company
Chief Accounting Officer, American broker offering common and preferred stocks, futures, ETFs, option trades, mutual funds, fixed income, margin lending, and cash management services
U.S. Small/Mid Cap Growth Team, U.K.-based equity asset management firm
Vice President, Research and Competitive Intelligence, Mid-size Life/Annuity Insurance Company
Head of Institutional Audit, American broker offering stock trading, long-term investing and retirement planning services
Chief Risk Officer, International multi-line financial services firm
Chief Financial Officer, Mortgage lender, owned by portfolio of a global diversified financial services firm with $150B+ AUM
Investment Director, Leading privately owned investment manager