Senior Partner
Performance-driven, insightful executive with a proven ability to lead through significant change in business enterprises.Achieved or exceed both strategic growth and short-term financial plans (sales, revenue and profit) in high-pressure environments through varied economic cycles, divestitures, mergers, and acquisitions.Developed significant transaction experience, including strategy development, IPO preparation, valuation, large scale and complex negotiations, organizational design, transition planning and communications.Obtained internal oversight board experience through both elected and appointed positions within private Big 4 partnership and global non-profit organization. Exhibited role model values, leadership and team building skills in what have been people centric organizations, each unit consistently assessed to inclusive, collaborative, innovative, and entrepreneurial.Served as senior partner on numerous Financial Services clients, primarily in the Insurance and Asset Management industriesApplied my broad background in all aspects of the financial services industry and the insurance industry and was a frequent speaker at insurance/corporate governance meetings and symposiums.Provided advice on accounting treatments, operational, financial and merger issues and SEC reporting, including initial public offerings.