We provide employee benefit consulting services with a primary market specialization working with mid-size employers (up to 15,000 employees) We consult within many industry segments including - Non-Profits, School Corporations, Hospital Systems, Private Equity Firms/Portfolio Companies, Law Firms, Food and Restaurant Management, etc.We focus on utilizing a strategic planning and a data driven approach to help employers make effective benefits decisions with the goals of improving employee health, increasing profits, and delivering the lowest net cost of insurance over time.• Responsible for new business development, long term sales force development, and ongoing client relationship management on large group consulting engagements• As Partner, provide input to the executive leadership team, strategic advice, as well as new product development and technology leadership enhancing our clients’ experience

Special Asset Management UnitBank of Montreal / Harris NAResponsible for management, legal due dilligence, and analysis of workout accounts requiring restructuring across a wide range of industries. Specifically, I worked to restructure and manage the bank's exposure to distressed companies in residential real estate project finance, specialty finance business development, transportation, capital goods manufacturing, and media as well as many other industries.

Special Asset Management UnitBank of Montreal / Harris NASee above.

Financial Sponsors GroupResponsible for developing new business and managing the full deal process – negotiating, analyzing, underwriting, structuring, and documenting credit facilities directly to private equity clients (portfolio management responsibilities for 19 client relationships with total credit exposure over $1.39 billion)Introduced product to the Canadian private equity market which resulted in six prospective clients and the closing of three cross-border facilities for $108 million with two Canadian funds.Actively managed, trained, mentored, recruited and developed new team members Representative transactions: Underwrote and managed the deal execution on a €300 million credit facility for a middle market private equity firm and on a $265 million portfolio company credit facility bridging to a senior syndicated transaction

Developed the presentation skills and product knowledge to independently pitch, negotiate, structure, document, and underwrite transactions after completing nine month Corporate Bank Development credit and analysis training program.Team increased loan authorizations tenfold and average loans outstanding fivefold over 3 yearsEstablished strong relationships with private equity clients, internal risk management partners, and legal counsel

Managed and serviced new business accounts for start-up Internet print broker with print projects ranging from business cards and brochures to magazines while negotiating project costs with vendorsHelped launch PrintFly, an online lead-generating service for printing providers, at Graph Expo, a leading industry trade show