Responsible for tertiary market policy trading, helping selling clients maximize portfolio value and trading opportunities, and helping acquiring investors to grow their asset base and deploy available capital

I am responsible for tertiary policy trading, as well as developing tools and analytics around our extensive datasets

I established and manage an international ecommerce sales business. I source merchandise, develop pricing strategies, and sell on Amazon, Walmart and other platforms globally. I've hired, trained, and manage multiple sourcing and operations specialists. My company has achieved impressive multi million dollar revenues and high margin targets.

Member of the board of directors of a specialty investment company focused on investing in life settlements

At Highland I oversaw $750M of life settlements investments totaling $3.2B in payout value for a Top-10 firm in the category. A large part of my role was sourcing and closing on new life settlements investments. I also developed pricing models to analyze investment opportunities, and led teams to restructure investments, fund structures, and contracts with service providers. Finally, I developed marketing strategies to promote life settlements opportunities as potential investments. A… Show more At Highland I oversaw $750M of life settlements investments totaling $3.2B in payout value for a Top-10 firm in the category. A large part of my role was sourcing and closing on new life settlements investments. I also developed pricing models to analyze investment opportunities, and led teams to restructure investments, fund structures, and contracts with service providers. Finally, I developed marketing strategies to promote life settlements opportunities as potential investments. A few selected accomplishments: * My client development efforts landed a major retirement fund, which more than doubled value of the firm's life insurance portfolio and generated six-figure annual revenue. * By examining and re-negotiating contracts with auditors, trustee, and custodians, I reduced annual expenses for a major client by $1M. * Through collaborating with our legal team to renegotiate complete significant restructuring financing facility, I achieved $350,000 / year in cost savings and improved the fund’s operational efficiency. * I reduced Highland's risk exposure by leading groundbreaking legal effort to fight a major insurer’s effort to void a quarter of all life insurance policies in a major client's fund.* I closed on $50M worth of policies by working with life settlement providers and existing portfolio owners to source new investments. Show less

From 2008-2010 I developed and implemented a strategy to sell life settlements investments to U.S.-based hedge funds and specialist funds. Through my efforts, I became recognized as a global expert in this highly complex industry, leading to numerous speaking engagements at major conferences around the world. From 2006-2008 I used my entrepreneurial skills to launch the Life Settlements product at Credit Suisse, which traded life insurance-related investments. I collaborated across the… Show more From 2008-2010 I developed and implemented a strategy to sell life settlements investments to U.S.-based hedge funds and specialist funds. Through my efforts, I became recognized as a global expert in this highly complex industry, leading to numerous speaking engagements at major conferences around the world. From 2006-2008 I used my entrepreneurial skills to launch the Life Settlements product at Credit Suisse, which traded life insurance-related investments. I collaborated across the firm, particularly with colleagues in tax, IT, and legal to bring the life settlements product to market and then I led group to become a market leader in the asset class. I developed relationships with insurance agents to generate referrals to policyholders and managed the team that led the group's policy origination successes.A couple of noted accomplishments from my time at Credit Suisse in NYC: * I closed the first-ever synthetic life settlement swap with a U.S. counter-party.* My team's efforts to develop effective relationships with insurance agents and brokers grew revenues in the region from zero to mid-eight figures, ranking first in the division by budget. Show less

As a senior leader in the Fixed Income IT division, I managed a global team of 20 business analysts, developers, and support staff in London, New York, and Singapore to deploy a deal revenue system worldwide. During my first year, I led the installation of a global third-party book-building system for the Debt Capital Markets group. Implemented off-shoring of activity to centers in Raleigh, North Carolina and Singapore. This change reduced costs by over 50% and implemented 24-hour/day… Show more As a senior leader in the Fixed Income IT division, I managed a global team of 20 business analysts, developers, and support staff in London, New York, and Singapore to deploy a deal revenue system worldwide. During my first year, I led the installation of a global third-party book-building system for the Debt Capital Markets group. Implemented off-shoring of activity to centers in Raleigh, North Carolina and Singapore. This change reduced costs by over 50% and implemented 24-hour/day technical support across all time zones. Show less

For almost six years I ran my own IT consulting firm, working primarily for global financial services firms. A few selected projects: *For Credit Suisse Securities Europe, I led my team to develop and manage a system that tracked the profitability of Emerging Markets transactions (1997-2003). *For Rabobank, I developed applications for central bank sales and FX desks (1998-1999).*For CMG, I managed complex application development projects (1997-1998).