• Spearheaded the creation of a comprehensive insurance distribution infrastructure, to sell into an affiliated securities dealer with $13B AUM. • Design effective new business processes and standard operating procedures from zero to one. • Directed strategic advice and development for over 250 advisors, focusing on wealth preservation and client satisfaction• Supervised remote and hybrid teams across multiple jurisdictions, ensuring compliance with regulatory standards.• Relationship management with fund manufactures, insurance companies, brokerage general agency, referral partners, commonly owned affiliate entities and industry associations• Compliance Officer of insurance entity and Responsible Officer at seven regional regulators• Led digital transformation efforts to streamline business processes and standard operating procedures, increasing operational efficiency.• Merged two insurance entities, successfully re-onboarding all agents, and managing a 7-figure P&L.• Board member of insurance entity since 2023Ventum Insurance Services Corp., is an affiliate of Ventum Financial Corp.

• Served as the subject matter expert on insurance products, integrating them into advanced planning strategies for TD Wealth and its partners.• Consult and oversee all new insurance business when first year premiums exceed $250,000 to ensure high quality advisor and client experience. • Develop and manage the available insurance product shelf to ensure advisors can access the right solutions to properly address client needs. • Own volume and revenue goals around life insurance products. Develop education and ongoing insurance training for advisors and the teams that support them. • Produce advisor and client facing articles.• Created and executed an annual carrier and product review/approval process to mitigate risks to the business and/or client and highlight revenue opportunities• Launched an accredited training program for 3,000+ team members, significantly increasing insurance sales and service quality.• Relationship manager of eight insurance carriers.• Built and maintained an internal webpage hosting numerous resources ranging from educational, compliance, sales and marketing tools.

• Advised insurance firms on best practices to increase revenue, identify risk in existing in-force policies and penetrate desired market segments. • Educated advisors and their affiliates, including estate planning lawyers, accountants, investment advisors and single/multi-family offices, on the value and unique uses of insurance. • Clear focus on organic business development strategies within existing client portfolio.• Collect and aggregate data on thousands of insurance policies, across multiple carriers to identify risks and new business opportunities.• Promote and market on behalf of private advisory firms specializing in life insurance for estate planning, serving ultra-affluent clients.• Consulted at Brokers’ Service Marketing Group (Providence, RI), The Coyle Company (Wellesley, MA) and Firstbrook Insurance Group (Toronto, ON)

• Managed all new business and in-force policy support staff.• Identified new business opportunities and effected life insurance sales in a client-facing role.• Managed the relationships of over 40 UHNW families.• Advised on effective marketing and communications.• Aligned strategies with family offices, trust and estate lawyers and financial advisors to maximize results for clients.• Increased revenue by examining in-force business data to identify new sales opportunities.• Identified cross-selling opportunities with other lines of business to maximize market penetration.

• Initially acted as a customer service associate, assisting with new business processing and administrative responsibilities. • Role evolved to include examining existing investment clients' needs and designing insurance solutions in a non-producing role.• Assisted in functions that improved sales productivity.• Managed the in-force servicing on a large and established book of business of high- net worth individuals.