Results-driven C suite executive with experience leading large insurance organizations. Proven track record of driving growth, improving operational efficiencies, and spearheading transformation initiatives. Strong expertise in distribution strategies, risk management and strategic planning. Passionate about cultivating high-performance teams, fostering innovation and achieving client service and financial results. Visionary thinker and thought leader, who can successfully initiate, develop and execute on all short and long term strategic business objectives including key acquisition’s, diversified distribution models and business operations. Outstanding record of achievement in the wealth management industry. And recognized for delivering successful outcomes across multiple lines of businesses. Broad understanding of retirement markets as well as retail and institutional distribution platforms. Collaborative manager with experience connecting teams across a broad range of products including insurance and annuities, separately managed accounts, mutual funds, private equity, structured investments, and the capital markets.• Strong leader of high-performance individuals and business organizations.• Leader in developing profitable and sustainable organic growth.• Experienced and versatile leader with a consistent record of delivering changed outcomes by attracting, cultivating and retaining top talent.• Direct results oriented distribution teams and business units.
Listed skills include Wealth Management, Investments, Mutual Funds, Series 7, and 37 others.
