Lead a growth consultancy serving global and national clients in financial services, fintech, and insurtech, with a focus on investments, insurance, wealth management, & retirement DB/DC strategies. Collaborated with investors and senior leadership teams to integrate consumer insights and competitive intelligence into the development of new business models, distribution channels, and product innovations. Specialized in M&A-driven engagements, developing robust company strategies, clear market positioning, and comprehensive growth plans critical for new company and product launches.• Alternative Investment Launch: Launched a commodity-focused alternative investment company, creating a go-to-market strategy based on investor research and competitive analysis. Differentiated the product through distinct positioning and branding.• 401(k) Provider Strategy: Developed a business and brand strategy for merged providers with $20B AUA, driving over 20% annual sales growth for three years. Established a new product and intermediary strategy that significantly boosted market visibility.• Pooled Employer Plan: Based on Secure Act 2.0, KWP launched digital only retirement startup with founder and VC’s. • PE-Backed Retirement Plan Provider: Created a post-merger go-to-market strategy for DC/DB and bank custody sectors, aligning products with market and regulatory needs.• New Channel Strategies: Designed and implemented new distribution strategies across P&C, commercial insurance, and Medicare. Established high-value partnerships.• Annuity Provider RIA Entry: Crafted a go-to-market strategy for an annuity provider entering the RIA channel. • Alternative Channels for Insurance: Opened new channels for insurance sales through branded branch networks and online platforms, adding home, auto, rental, and commercial insurance offerings.• UHNW Client Strategy: Developed firm's UHNW client offering, enhancing advisor engagement and boosting client acquisition for 2,100~ advisors

Launched and scaled new venture for Transamerica – SecurePath [now Transamerica Retirement.] Business offered an integrated health, wealth, and retirement income planning business that re-created one's paycheck and benefits in retirement. Led business strategy, institutional sales, and brand development for start-up. Used test-and-learn approach for customer development to find product market fit and determined new routes to market.• Developed, negotiated, and closed on 29 partnership deals in 11 channels in less than two years creating access to 10M+ new prospects through a new third-party channel• Launched multi-prong consumer marketing program, with a focus on digital strategies, designing an online referral program that increased call center referrals by 85% Year over Year• Executed integrated B2B campaigns that establish Transamerica as a thought-leader in retirement income solutions. Frequently quoted expert on retirement transition trends in such media outlets as Forbes, the Associated Press, U.S. News and World Report and Plan Advisor.• As retirement industry expert, presented at conferences including the Retirement Income Symposium, the Society of Human Resources Professionals, and the Financial Planning Association. • Achieved top quartile in Net Promoter Score across all Transamerica business units (2011)

Reporting to President led multiple units: online brokerage, insurance products, advice, and advisor advanced market support & recognition programs. Designed and implemented a new client experience by offering advice• Developed brokerage website for clients/prospects which was operation’s first foray into digital marketing, and played a pivotal role in sales increases• Increased revenue stream from online investing from $3M in 2004 to a $4.5M in 2005, with projected revenues of $12M by 2008 due to website changes to improve consumer experience• Drove one of the industry’s most successful launches ever, with advisor adoption of new planning platform and tools, exceeding 16,500 financial plans in the first year of rollout across ~ 1400 advisors• Improved company trading revenue by more than $700K per year by redesigning broker compensation• Increased annuity sales 35%+ within a year (2004)

Developed and built new fee-based, financial planning business across MetLife’s national branch office network. Our vision implemented over five years created a financial planning culture and enabled MetLife's to recruit experienced reps from new sources.• Built and led National wholesaling force from regional pilot to 15 FTEs to support rapid growth• Grew the licensed (IARs) planner network from 400 to 2,250+ from pool of ~10,000 MetLife agents• Developed select planner network to support workplace financial education strategy providing advice to MetLife’s 33M institutional employee customers • Developed program, secured corporate funding, and recruited 50 directors of financial planning into select branch offices nationally to scale and support advice business • Developed program, secured corporate funding, and recruited 50 directors of financial planning into select branch offices nationally to scale and support advice business • Nurtured and grew financial planning profession, adoption, and use planning technology & tools

Led new advisor recruiting, licensing, and training across Eastern Massachusetts. Business included nine offices with 325 advisors & 50 sales managers. Sourced, hired and licensed 134 new advisors in 21 months, tripling the new advisor candidate pool.

Responsible for optimizing branch office financial planning and sales results in Eastern U.S from Maine to Florida. Territory included 56 complex offices in 22 states and deployed 2,100+ advisors. Key priorities: Quality of financial advice; management development programming for sales leaders and teams; large scale change that merged over 100 branch offices into 14 market groups with new sales management structure.