I am a senior analyst who brings deep expertise in the insurance and investment sectors to influence portfolio strategies, drive top-quartile performance, and develop the next generation of investment leaders. Drawing on past experience at ratings agencies, a Big 4 accounting firm, a systematically important financial institution (SIFI), and a Fortune 500 insurance leader, I am a strong communicator able to bridge knowledge gaps between the finance and insurance worlds. I make complex topics clear and create connections between business strategies and their economic impacts, leading to more informed and effective decision-making. Through early career experience at Moody’s and Standard & Poor’s, I honed a wide breadth of experience in financial analysis and corporate credit ratings. Moving into senior analyst and leadership roles in the asset management and insurance spaces, I became known as a person who could effectively work with stakeholders on either side. In my 20+ year career, I established myself as an expert in REITs, fixed income, quantitative and qualitative analysis, global risk management, and training & development. I am a collaborative, energetic leader who fosters an environment where people are empowered to continuously grow. I have extensive experience coaching and developing junior staff through formal and informal programs while fostering a strong culture that enables long-term success.
Listed skills include Fixed Income, Investments, Capital Markets, Financial Services, and 11 others.