Results-driven independent consultant with extensive expertise in the insurance brokerage sector. I specialize in strategic planning, operational optimization, and M&A integration for private equity-backed organizations. By partnering with brokerages, I enhance service offerings, accelerate organic growth, and improve overall financial performance.

Leader of P&L representing $600M+ of revenue across local markets within the Greater Chicago Region. Scope includes the solution lines of Commercial Risk, Health Solutions, Wealth Solutions, and Human Capital Solutions spanning 6 geographic markets in Wisconsin, Illinois, Indiana, and Kentucky. • Drive sustainable top-line growth via cross-solution line penetration of current clients and winning net new clients; results include 10%+ growth in multiple years and winning Region of the Year in 2021 and 2022.• Serve as Executive Client Contact for several large Fortune 500 clients.• Identify opportunities to scale emerging solutions into new and current clients – including Intellectual Property, P&C Captives, Workforce Resiliency, and Cyber Solutions.• Increase profit margin by implementing efficiency initiatives focused on optimizing colleague utilization, expense management, and leveraging existing and emerging infrastructure in Aon Business Services (ABS).• Led several North American initiatives focused on colleague engagement including the Colleague Development workstream and serving as the Executive Sponsor of the Black Professional Network. • Established a strong presence in the local community leading to increased brand recognition for Aon; currently serving on the board of the Chicago Executives Club and Chicago Scholars.

Leader of $350M P&L for Aon’s Health Voluntary Benefits, Executive Benefits, and Retiree Health Solutions by leveraging expertise and experience in developing strategic plans to accelerate growth and expand margins.• Increased the growth trajectory across all three solutions with a focus on diversifying revenue streams, and driving distribution accountability and refining go-to-market strategies.• Drove innovations into the marketplace through a formalized business case to maximize return on investment and create client value.• Identified and implemented strategies for driving margin expansion by leveraging Aon Business Services (ABS) infrastructure and deploying new technologies.• Led the geographical expansion strategy of Voluntary Benefits into Asia Pacific and Latin America.

Responsible for developing and executing the strategic plan leading to annual mid-single digit profitable growth across a complex portfolio of Health Solutions.• Developed annual and long-range strategic business plans in collaboration with the U.S. Health CEO; held key stakeholders accountable for their plans and defined KPIs via monthly and quarterly business reviews.• Led the consolidation of 3 individual Health P&Ls (Consulting and Brokerage, Active Exchange, and Retiree Health Solutions) into one broad U.S. Health P&L accounting for $800M+ in revenue.• Oversight of the annual productivity plan to drive operational excellence and efficiencies; inclusive of developing new Target Operating Models, Centers of Excellence, and right-shoring.• Managed the investment planning process to ensure that people and technology investments were targeted to the highest ROI activities and achieved underlying business cases. • Led the Mergers and Acquisitions team accountable for the identification of potential target companies, business case development, due diligence, integration and ultimately capturing revenue and cost synergies.

Drive solution and product portfolio strategy and increase market awareness for innovative solutions across the health exchange portfolio. • Developed the integrated product and solution roadmap defining the key profitable growth initiatives in the short and long term across both the group and individual health exchanges. • Collaborated with key Aon Health Solutions leaders across the firm to ensure defined strategies aligned with overall health portfolio goals and met the needs of clients and consumers.• Created the strategic framework and implementation of the self-insured exchange to complement already existing exchange solutions; inclusive of defining the go-to-market strategy with sales and marketing and education and training of client consultants.

Overall leader for a team of 1,500 colleagues focused on enrolling Medicare retirees into medical insurance as clients transition from group medical coverage to individual healthcare.• Accountable for the division’s P&L, client management, sales and service center, carrier operations, and colleague engagement.• Created the operational structure and management routines to scale the business for exponential growth while leading to increased client, consumer, and colleague satisfaction.• Over the course of three years increased annual ongoing revenue by over 1,000%, the number of clients by 300%, and increased colleague headcount from 300 to 1,500.

Start-up company in the web services space for Group Health Insurance.