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Member of InsureTech start-up company's initial executive team hired to formulate strategies and growth plans, establish distribution partnerships, build vital business functions, hire key talent, drive revenue and raise investor capital.Key distribution partners onboarded include: US Bank, Suntrust, MoneyGuide Pro, Cetera Financial, Morgan Stanley, Navy Federal, BBVA Compass, Key Bank, Citizens Bank, Union Bank, and Bank of the West.https://www.linkedin.com/company/covr-financial-technologies

Assisted the leading digital home and auto insurance distributor with business development strategies and execution along targeted industry verticals.

Led Great-West's retail life and annuity business through product, marketing, process and digital transformation. Grew Financial Institutions Markets business from startup to mature market leader and achieved: - Number one in total life insurance premiums sold through banks- Top market share at: PNC, USBank, SunTrust, Regions, M&T Bank, Citibank, 5/3, Huntington, others- Industry leading on-line life sales partnerships with Wells Fargo and Bank of America- Proprietary fee based variable annuity with Charles Schwab and TD Ameritrade- Number one single premium (wealth transfer) insurance product in banks- Unprecedented term life sales in banks across channels: branch, call center, on-line, direct

Led partner engagements across insurance, banking, and securities industries in the competitive northeast financial services market:- Practice areas: M&A strategy and merger integration, distribution strategy, and performance measurement- Assessed strategic business issues facing senior executive clients- Worked in collaboration with them to develop and implement solutions- Select clients: Prudential, Liberty Mutual, Allstate, Integon, Morgan Stanley, NYC Teachers RetirementWhen blessed with twin sons in 2000, stepped off the Deloitte partner track to take on a business leadership role for Great-West in hometown of Denver.

‐ Coordinated the nationwide implementation of the property and casualty field office strategy.‐ Developed strategic competitor and customer analysis for small commercial business unit. ‐ Established financial and strategic analysis of production trends, operational efficiency, and ROE.

‐ Investigated, evaluated, and negotiated commercial property claims.‐ Assessed structural damage and property losses for clients, often at catastrophe sites including Hurricane Hugo.