Susan Roberts Email & Phone Number

Experienced, high-impact senior executive with a successful track record leading organizations through strategic transformation. Expert in the mobilization of new business models, teams and technologies within well-established organizations seeking to move to the next level of success. Proven strategic planning, delivery and technology background spanning 20+ years. A recognized leader with the ability to connect strategy to action; envisioning and executing against goals while empowering and motivating teams. • Strategic Leadership: Deep experience formulating innovative strategies that translate to operational realities, resulting in success within competitive, dynamic environments. Successfully engage all organizational levels resulting in committed, cross-functional action. • Organizational Transformation: Recognized change agent with the proven ability to envision and implement organizational transformation, supporting needs of today and enabling future growth. Expertise developing new organizational structures, roles, workflows and technologies in alignment with firm mission. • Delivery of Results: Delivery executive with a proven track record translating business unit goals into leading-edge solutions which increase sales, improve client satisfaction, reduce internal inefficiencies, and mitigate risk. • Insurance and Investment Management Leadership: Deep, cross-functional, investment management and Insurance expertise spanning portfolio/product management, sales/distribution, investment research, trading, relationship management, client service/administration, claims management, operations, risk management and corporate functions.