James Goad

James Goad Email and Phone Number

Head of Risk Consulting and Analytics - Americas @ Swiss Re
New York, NY, US
James Goad's Location
New York City Metropolitan Area, United States, United States
James Goad's Contact Details
About James Goad

Strategic business leader, with global experience in corporate strategy, strategy and risk consulting, finance, business development, relationship management and operational finance. Proven track record in business leadership and advisory services for mature and growth companies, driving growth and profitability improvement. Experienced in sales and business development, in addition to initiating and executing M&A and partnership strategies. Successful in developing and leading cross-functional, multi-national teams and in building collaborative partnerships, managing complex relationships at all levels, including JV partners and Board level. • Led multiple consulting engagements to a range of carrier clients in the P&C and H&B space across a range of strategic drivers. • Oversaw significant uplift in company profitability, utilizing a range of tactical and strategic levers. • Implemented M&A strategies and led commercial due diligence and strategic analysis across over 30 transactions.Specialties: Strategic Development, Strategic Planning, Business Development, Sales Development, M&A, Joint Ventures, Deal Structuring, FP&A, US Life, Retirement, Health and Benefits, Financial Advisory, US Retail Distribution, Retail and Group Life Insurance, Annuities, Retail, Corporate and SME P&C Insurance, Pension Funds, Asset Management, Global Employee Benefits, Global Bancassurance, LatAm and Asia Bancassurance and Employee Benefits, Emerging Markets UK P&C, Eastern Europe Financial Services.

James Goad's Current Company Details
Swiss Re

Swiss Re

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Head of Risk Consulting and Analytics - Americas
New York, NY, US
Website:
swissre.com
Employees:
14983
James Goad Work Experience Details
  • Swiss Re
    Head Of Risk Consulting And Analytics - Americas
    Swiss Re
    New York, Ny, Us
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  • Swiss Re
    Head Of Risk Consulting & Analytics - Americas
    Swiss Re Apr 2024 - Present
    Zurich, Zurich, Ch
    James leads an experienced team of consultants and data scientists, delivering proven advisory and analytics solutions across the insurance value-chain, covering P&C, Life and Health across the Americas.
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  • Aon
    Director - Head Of H&B Carrier Advisory - Aon Strategy And Technology Group
    Aon Jan 2023 - Nov 2023
    London, Gb
    James was responsible for developing new business, cultivating and managing existing clients and leading relationship management with carrier, vendor and innovative disruptor c-suite executives and founders. James led and coordinated delivery of consulting engagements to clients, delivering consulting across the insurance and benefits value chain, particularly distribution strategy and effectiveness, product development, performance enhancement, entry into new markets and geographies and board strategic initiatives. James also led Aon STG’s Carrier Advisory services to Health and Benefit carriers. H&B Carrier Advisory leverages Aon’s unique position in the market, deploying deep, in market insight and expertise, combined with market leading proprietary analytics, benchmarking and consulting capabilities to deliver highly implementable strategies and execution support to our clients.
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  • Aon
    Director - Health And Benefits - Aon Strategy And Technology Group
    Aon Sep 2017 - Jan 2023
    London, Gb
    James led the Health and Benefits practice across the Americas, leading the overall development of the Americas practice, supporting Health and Benefits carrier and benefit provider clients to further develop and grow their businesses. James manages the Americas practice, developing new business, cultivating and managing existing clients and leading relationship management with carriers c-suite executives. James led and coordinated delivery of consulting engagements to clients, delivering consulting across the insurance and benefits value chain, particularly distribution, product development, entry into new markets and geographies and board strategic initiatives.
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  • Aon Inpoint
    Principal - Strategy Consultant
    Aon Inpoint 2016 - Sep 2017
    New York, Ny, Us
    James led consulting engagements to (re)insurer clients, engaging with c-suite executives, delivering consulting across the value chain, to deliver insights and improvement opportunities to support Aon Inpoint's clients to further develop and grow their businesses.
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  • Axa Us
    Head Of Corporate Strategy
    Axa Us 2015 - 2016
    New York, Ny, Us
    Key advisor to the CEO, Board and management team on Corporate Strategy and leading Strategic Development in respect to identifying and recommending new products, services, acquisition and partnership opportunities. Additionally, establishing internal transformational initiatives and a governance system to ensure successful execution of the strategy.
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  • Axa Us
    Head Of Wealth Management Strategy
    Axa Us 2015 - 2015
    New York, Ny, Us
    Responsible for the development of the Distribution Transformation strategy, particularly driving strategies and execution for Growth and Multi-Access capabilities.
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  • Metlife
    Finance Business Partner Global Bancassurance/Employee Benefits & Global Relationship Management
    Metlife 2014 - 2015
    New York, Ny, Us
    Provided financial leadership and strategic support to MetLife’s Global Relationship Management and global Bancassurance groups. Bancassurance represents revenues in excess of $5bn and covers 25% of global (excl US) annual sales of Metlife.
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  • Axa
    Cfo Axa Polska
    Axa 2011 - 2013
    Paris, Fr, Fr
    Headed the Finance and Strategy function for a fast growing financial services group in a dynamic environment. Role incorporated Finance, Strategy, Actuarial, Risk Management, Legal and Compliance (80 FTE) and acting directly as CFO and Management Board Member. Responsible for Finance oversight of a group of companies operating in Life Insurance (Individual and Group), Mutual Funds, Pension Fund Management and Retail and Corporate P&C.
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  • Axa Equitable
    Strategic Audit
    Axa Equitable 2009 - 2011
    New York, Ny, Us
    Developed a Strategic Audit function within the Internal Audit Group and conduct Strategic Audits within the company, to improve the management of risks, enhance performance and identify business opportunities within specific business units and transversally.
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  • Axa
    Business Support & Development Manager
    Axa 2007 - 2009
    Paris, Fr, Fr
    Member of 11 Supervisory Boards in 4 countries covering multiple business lines, member of the CEE Regional Management team, operating in a key advisory role, overseeing and supporting the strategic development of companies within Central and Eastern Europe and Russia, focusing on target setting, ongoing performance monitoring, strategy and business development and M&A. The region covered 6 countries, 20 legal entities, Gross Written Premiums in excess of €3bn (Pensions, Life and Non Life Insurance, Retail Banking), with consistent double digit revenue growth.
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  • Axa
    Head Of Strategy & Planning
    Axa 2001 - 2007
    Paris, Fr, Fr
    Responsible for Strategic and Financial Planning for AXA Insurance in the UK (approximately 2bn GBP Gross Premium), various positions leading up to this role.
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James Goad Skills

Strategy Risk Management Business Strategy Mergers And Acquisitions Business Analysis Insurance Management Finance Financial Services Strategic Planning Governance Business Planning Financial Analysis Financial Risk Analysis Leadership Business Development Corporate Finance Mergers Financial Modeling Change Management Strategic Financial Planning Enterprise Risk Management Business Process Improvement Forecasting Due Diligence Internal Audit Cross Functional Team Leadership Financial Planning Valuation Life Insurance Managerial Finance Business Transformation Asset Management Management Consulting Team Leadership Executive Management Acquisitions Business Case Pension Funds Project Appraisal Corporate Strategy Formulation Innovation Development Insurtech Fintech Property And Casualty Insurance Asset Managment Supervisory Management Innovative Business Models Corporate Venture Capital

James Goad Education Details

  • The Wharton School
    The Wharton School
    Creating And Implementing Strategy For Competitive Advantage
  • Cima
    Cima
    Associate Member
  • University Of Wolverhampton
    University Of Wolverhampton
    Accounting And Finance

Frequently Asked Questions about James Goad

What company does James Goad work for?

James Goad works for Swiss Re

What is James Goad's role at the current company?

James Goad's current role is Head of Risk Consulting and Analytics - Americas.

What is James Goad's email address?

James Goad's email address is ja****@****ail.com

What is James Goad's direct phone number?

James Goad's direct phone number is +195288*****

What schools did James Goad attend?

James Goad attended The Wharton School, Cima, University Of Wolverhampton.

What skills is James Goad known for?

James Goad has skills like Strategy, Risk Management, Business Strategy, Mergers And Acquisitions, Business Analysis, Insurance, Management, Finance, Financial Services, Strategic Planning, Governance, Business Planning.

Who are James Goad's colleagues?

James Goad's colleagues are Milton Jorge Gutiérrez Rebelo, Lisa Propes, Tingting Liu, Chris Mcelheny, Sonia Joseph, Susan Smith, Anton Wüst.

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