Successful, growth-oriented leader and innovative thinker with proven experience building high-performing teams to deliver mission critical business results. Proven ability to conceive and articulate a compelling vision of new businesses and products to employees, investors, and senior executives. Passionate about leveraging cutting edge technology and changing consumer preferences to radically improve access to the financial services industry and to revolutionize existing customer experiences to deliver better outcomes.❒ Dynamic Leader – Builder of organizations that become employers of choice for external and internal talent. Proven ability building diverse and inclusive cultures that enable speed of execution and delivery of results. Adept at communicating actionable next steps, even under periods of ambiguity that derive from new ventures.❒ Builder of Businesses – Conceived and led teams in building two standalone financial technology consumer advice startups and two robo-advice products to fulfill John Hancock digital advice/direct to consumer strategy. Led Signator Investors, an independent broker dealer to profitability. Conceived and launched NewCo strategy for New York Life Retirement business to reinvent the business model. Launched and grew New York Life stable value businesses, raising over $15 billion in AUM and generating more than $50 million in profits. Conceived and launched an institutional pension consulting business for middle market defined benefit plans.❒ Strategic Business Partner – Trusted advisor to all levels of an organization, clients, and boards. Couples financial services expertise with innovative insights into new business models, distributions strategies, and consumer preferences to hypothesize about areas of disruption. A strategic executive who considers data and solid reasoning while making hard decisions, such as divesting the Signator Investors business. Quick learner with a proven ability to step into unfamiliar businesses and industries and build credibility.❒ Skilled Communicator – Skilled at communicating a clear and compelling message to drive business value and inspire action. Regularly called upon to support media strategy through public speaking, print media, panels, and original content by-lines. Served as a key participant in government relations matters, representing John Hancock’s perspective in innovation in the industry concerning fiduciary advice delivery, blockchain, and innovation within financial services and financial technology in general.