Executive with a comprehensive background in the financial services industry. Recognized for expertise in all areas of marketing and product management including: sales strategy, thought leadership, media relations, business development, product promotion and profitability. Proven track record creating innovative marketing solutions that increase market share and drive growth and profitability.

Responsible for leading the retirement income strategy and consumer education efforts for Allianz Life, a leading provider of retirement and protection products (annuities and life insurance). Led the team responsible for developing and delivering education content for financial planning professionals consisting of retirement, tax and estate planning concepts. This education-based marketing strategy contributed to generation of an annual $13 billion in annuity sales. Conducted groundbreaking research studies that generated significant media attention and helped to increase brand awareness of Allianz Life in North America. Frequent speaker and authority on retirement planning and consumer finance.

Chief Marketing Officer for the 401(k) division of Ameriprise. Led a team of 35 people developing/executing marketing plans achieving annual asset sales volume in excess of $2 billion. Developed marketplace positioning in 1992 targeted at Fortune 1000 companies' 401k plans. This positioning differentiated Ameriprise from market leaders and supported a 5 year $20 million (funded) growth strategy. Market share tripled over 5 years with annual sales growing from $200 million to $2 billion.Created an innovative small market 401(k) product expanding market coverage while leveraging financial advisors specializing in retirement markets for distribution. Expansion allowed access to high margin plans and allowed firm to extend relationships with clients.Built/launched a complex portfolio of mutual funds with quantitative investment management helping to differentiate Ameriprise' product in a competitive marketplace. Successfully displaced competitor product in our client base increasing marketshare, revenue and profits.