President and CEO of Business Advisory and Fractional CFO firm that supports non-profits, small and mid-sized companies achieve financial success.

In this role, I led the Treasury team, driving operational efficiency and transparency. I implemented a state-of-the-art system, established strong controls, and built a high-performing team. My role covered the full spectrum of treasury functions, from forecasting to capital markets transactions. I ensured a stringent control environment, subject to annual audits. I collaborated closely with the investment team to optimize cash flows. Additionally, I enabled same-day borrowing capacity through innovative pledging strategies. I also oversaw the annual distribution of dividends and lead the 401K committee.Key Contributions:- Established and led a dynamic 9-member Treasury team following the separation from Hartford.- Secured new debt financing by elevating company ratings and successfully re-entering capital markets.- Attained notable rating upgrades through excellent management of relationships with Rating Agencies.- Achieved first investment grade ratings by integrating the new Rating Agency (Fitch) into the company's Rating Agency lineup.- Contributed to driving business growth by steering M&A activities totaling over $50B in the past 24 months for the firm.- Improved liquidity by establishing and overseeing intercompany lending lines across 10+ international companies.- Integrated with enterprise risk and investment teams aimed at optimizing cash flows and managing investment portfolios with risk parameters.- Established a stringent Treasury control environment aimed at supporting annual audits as well as meeting transparency and compliance requirements.- Proposed strategic recommendations and valuable insights at the firm's Board of Directors meetings.

During this role, I oversaw all financial activities and created presentations for the CIO. As Treasurer for HIMCO Variable Insurance Trust, I ensured regulatory compliance and managed financial stability. This included P&L oversight, budgeting, liquidity, reporting, and vendor management. I drove growth through financial discipline, outsourcing, and strategic partnerships. Additionally, I led HVIT's mutual fund financial matters, streamlined presentations, and aligned incentives with corporate goals.Notable Accomplishments:- Reduced expense analysis time by 25% through automation of investment expenses in corporate systems.- Provided invaluable strategic financial guidance to support informed decision-making by acting as a Business Partner to the CIO and served as the right-hand man to the CFO.- Identified and rectified inefficiencies by eliminating over $20M (12%) in expenses over three years by performing peer analysis and creating KPIs for the business.- Managed a $15B Insurance Company Mutual Fund Substitution Order with the SEC, the largest on record, by showcasing regulatory compliance and financial management expertise.- Strengthened financial conditions by saving over $2M (10%) in annual HIMCO vendor spending through rigorous negotiations while adding additional protections into contracts.- Enabled HIMCO to focus on core clients and responsibilities by shutting down underperforming businesses and streamlining the HIMCO FP&A department by eliminating two positions (33%).- Hartford Chairman Award Winner as a key contributor in creating a Japanese Investment Management Company to manage Japanese insurance liabilities.

A small summary of my previous work history is the following:The Hartford, Hartford CT 2008 – 2012Director of 3rd Party Data/Vendor ManagementDirector of Personal Lines Homeowners InsurancePersonal Lines Insurance Specialty Product ManagerFinancial AnalystING Investment Management (Renamed to Voya), Hartford CT 2000 – 2008FP&A Finance ManagerAssociate Accountant