Advisory partner providing strategic, industry, and m&a advice to companies competing in the Global Supply Chain. Advisory on all forms of transport, logistics, B2B and B2C movements, including tech-enabled services and software.

Develop and implement treasury policies and strategies to achieve targeted agency credit ratings and increase liquidity while managing exposures to currencies, interest rates, and trapped cash. Monitor and adjust short and long-term capital allocation, structure, and dividend policy to support financial strategy. Responsibilities include Treasury & Cash Mgmt, Corporate Finance, $60B+ Pension fund, Investor Services, and Risk Management (Insurance Captives & Reinsurance, Workers Comp, Aviation, Property, Auto, Personal Liability).

Planned and executed a multi-billion-dollar run rate transformation touching all aspects of the organization including a restructuring of all SG&A functions.

Led the rapid growth of the leading supply chain finance and specialty insurance provider to the transportation and logistics industry. Expanded into Europe and Asia, acquired and integrated Parcel Pro and G4Si (Insured Parcel Division), the leading independent specialty logistics providers to the jewelry industry.

Craft and implement a global acquisition strategy. Execute a broad range of buy and sell-side transactions. Communicate with the Board of Directors and Senior Executives regarding key phases of the acquisition process. Established programs to monetize intellectual property portfolio.

CFO for one of the largest business units within UPS. Responsible for accounting, control, budgeting, forecasting, analysis, as well as crafting and implementing business unit strategic initiatives.

Insurance captive provides direct insurance and reinsurance for workers' compensation, aviation, property, cargo, aircraft, and motor trucks.

First International Bancorp, a Connecticut State Chartered Bank. Specialty finance company providing export-import loans, global trade finance, SBA Loans, and Asset Based lending.