Non Profit focused on creating communities where people of all abilities are valued, included and empowered. Past Board Chair, currently Strategic Advisor to the Executive Committee

In my most recent role, I was developing and executing the Platform and Advisory distribution strategy from concept to implementation, aligning with organizational objectives and positioning the Firm for sustained success in evolving markets.Here are my accomplishments: • Pioneered the industry's first Insurance Overlay program, embedding it into top-tier TAMP systems and setting precedent for future market strategies.• Devised foundational strategy for Pru's "Future Growth Initiatives" business, pioneering the novel "Places, Pipes and Hooks" market approach, setting the stage for sustained market leadership and revenue expansion in excess of $2B over 3 years.• Acted as Senior Member of consortium of industry leaders pioneering the Data Enablement Task Force to drive adoption of data-driven strategies and digital tools, focusing on enhancing advisor experience and efficiency while reducing operational costs.• Collaborated with leading Financial Planning technology firms to establish a critical model for integrating Guaranteed Income capabilities, amplifying financial planning efficacy for Advisors and driving substantial sales of Annuity Products.• Steered and empowered high-functioning team in executing critical innovation and platform priorities, securing market leadership today while paving the way for future success through pioneering decumulation solutions and experiences.• Led the Division's transformation efforts, successfully executing cost reduction strategies that decreased annual expenses by $13.2M.

Leveraging my strong leadership skills, I was steering a high-functioning team of nine senior relationship managers to cultivate and enhance Annuities' third-party distributor relationships across various market channels. Along with managing an annual budget in excess of $8M, I was championing the strategic initiatives and guiding the team's evolution from traditional account management to dynamic sales execution, emphasizing progress in key relationships and aligning closely with Field Sales Management to drive targeted activities. Some of my contributions are: • Led a team of 9 experienced Relationship Managers, managing and cultivating critical asset management relationships during a pivotal product pivot to Fixed, resulting in a leaner yet stronger portfolio of key partnerships, poised for sustained growth and resilience.• Guided team through business model shift, minimizing disruption during transition to comprehensive solutions provider.• Pioneered a firm-wide strategic direction, fostering innovation and forward-thinking approaches within the team.• Introduced novel "Partner Scorecard" system to optimize the balance between business growth and risk management, collaborating with Finance, Pricing, Product, and Controls Functions.• Influenced SIMON Markets, Inc.'s strategic direction, advising on the development of their Annuity business line and fostering strategic partnership with Fidx, Inc, as active Board Member and Key Strategic Partner.

Here, I was playing a pivotal role as a senior member of the strategic relationship management team, overseeing cultivation and enhancement of the firm's alliance with top-tier financial institutions. I guided the team through significant industry shifts and the post-2009 Financial Crisis period, confirming sustained market share and partnership stability.My accomplishments are: • Elevated firm to the position of Strategic Partner of choice, securing 9% market share with Merrill Lynch and Morgan Stanley.• Consistently achieved #1 in Sales status for several years, underscoring the effectiveness of relationship management strategies.• Successfully launched new products, reinforcing the firm's reputation as an innovator and leader in the financial sector.

As a Divisional Sales Manager, I was a "player-coach" leading the eastern divisional specialist team as well as managing the sales and marketing efforts for the Annuity Platform across the Southeast Regions of Morgan Stanley. I spearheaded department communications, aligning initiatives and campaigns with Divisional Management to enhance product positioning and advisor engagement. Check my contributions below: • Surpassed sales targets, generating over $500M in sales and securing $60M in compensable revenue annually.• Expanded the network of advisors leveraging Annuity solutions, contributing to the firm's strategic growth.• Negotiated resource allocation with partners to optimize profitability and investment returns.• Executed strategic partner collaborations, ensuring Annuities were integral to the retirement planning process.• Elevated the Annuity Platform's significance within Regional and Divisional Management, establishing as a key business area.• Designed and implemented the original "Annuity University," significantly enhancing advisor knowledge and driving platform utilization.