Managing Director, Head of Strategic Initiatives Group (2013-2014) Reporting to the CEO, provide overall leadership and direction for 12-member team focused on projects spanning strategy, business development and new business/idea incubation; Highlights include:* Developed a new market entry strategy for the employee benefits market, completing a thorough acquisition scan and developing an organic entry business case; Secured funding for an organic build approach and led process to hire core team* Created a 3-year roadmap to transform the company’s distribution from a primarily face-to-face commissioned model to a multi-access model, including required investments and phasing of initiatives* Oversaw incubation and scale-up of internal licensed sales desk that services unassigned clients, generates and qualifies leads, and splits commissions with outside commissioned advisors* Led annual strategic planning process, including validating/refining company strategy, partnering with finance to create 3-5 year projections and developing Board and executive communicationsLead Director, Business Development and Strategy (2011-2013)* Led valuation, negotiations and deal execution for strategic equity investment in a 400-advisor independent broker dealer to accelerate growth in AXA’s retirement product segment* Developed and executed strategy to sell internal brokerage business unit; Led all aspects of transition including pricing negotiations for ongoing services agreement, IT transition plan and communications

Engagement Manager (2010-2011), Senior Associate (2009-2010)* Developed mortgage modification program for distressed customers at major mortgage servicer; Partnered with client team to create and implement new processes across customer service, underwriting and closing functions* Redesigned claims processes for mortgage insurer to improve effectiveness; Developed and implemented front-line metrics, improved fraud controls and payment calculation tool, which decreased error rates by ~60%* Led client team to develop and implement short sale strategy for major mortgage servicer, including product design and policy, customer communications and marketing, and fulfillment* Analyzed performance of retail distribution for global asset manager and developed plan to improve sales force effectiveness, including organizational, compensation and talent management initiatives*Created growth plan for consumer credit company, specifically focused on credit risk and underwriting

* Developed P&L break-even model for new expansion plant by analyzing current cost structure* Utilized regression analysis to estimate the market size and determine revenue potential in 5 US cities

* Prepared CEO for all professional interactions, including investor presentations, Board of Director meetings, employee communications and internal management meetings

Led project workstreams requiring strong problem-solving, analytical and communication skills for a range of energy, financial services, consumer packaged goods and healthcare companies