Dynamic role within Liberty Mutual Investments working on a team focused on high level investment strategy and investment operational and management process evolution

Finance professional with extensive experience designing sophisticated investment programs for liability driven investors such as insurance companies, and pension plans implementing liability driven investing (LDI) de-risking strategies. Cross functional experience including finance, accounting and law.

Responsible for the Americas team of investment professionals who design custom investment programs (guidelines, strategic asset allocations, benchmarks) focusing on investors with a defined liability they seek to fund within an environment constrained by regulatory, solvency, accounting, and tax issues. We work most commonly with insurance companies and defined benefit pension plans, but work with other clients and prospect types as well. My team also does special project work where we analyze portfolios or investment ideas to help clients understand the implications of any contemplated changes.

Part of the Financial Development Program, with rotations in Corporate Life Accounting responsible for the Investment Division and Healthcare Indemnity Underwriting.

Auditor and part of the Financial practice, with a focus on Insurance