Seasoned executive with record of driving outcomes in strategy, business transformation, and corporate development at several financial services firms. Recognized for building high-performing teams, fostering cross-functional collaboration, and driving results in matrixed organizations and highly competitive markets. Integrates growth, efficiency, and talent development by drawing from diverse experiences from roles in corporate strategy, consulting, investing, and business/military team leadership. Core competencies include: Asset and Wealth Management | Insurance and Annuities | Consulting | Strategic Planning & Execution | Product & Distribution Strategy | Operational Efficiency | Corporate Development & M&A | Post-Merger Integration | Board/Stakeholder Engagement | Private Equity | Veteran
Listed skills include Valuation, Financial Modeling, Asset Management, Equity Research, and 2 others.