High impact independent director and management consultant with extensive background in finance, product management, marketing. Strategic thinker and effective problem solver. Particular expertise in individual retirement, life insurance, annuity, asset management and retail broker-dealer businesses. Strong communication and relationship management skills.Top skills: Developing and executing strategy; Problem solving; Assessing financials/ improving P&L; Recruiting and leading talent/ developing high functioning teams; Assessing & correcting underperforming businesses; Post merger business integration.Held: FINRA Series 7, 24, 66, Chartered Retirement Planning Counselor designation; NYS life and annuity license, now inactive.Former Independent Director, Audit Committee and Nominating/Governance Committee Chair of PennSeries Fund;Board Member, Finance, Audit and Investment Committee Member of Henry Street Settlement;Executive Committee, past president, former treasurer of the historic Brooklyn Women's Exchange, est.1854;Member of FINRA dispute resolution arbitrator roster.
Listed skills include Strategy, Asset Management, Life Insurance, and Retail.