Energetic, mission focused, former CEO and current Director, passionate about helping companies execute strategies that drive better outcomes for the clients they serve – alongside strong corporate results. Over thirty-five years I have developed broad and deep expertise in financial services ...more

Energetic, mission focused, former CEO and current Director, passionate about helping companies execute strategies that drive better outcomes for the clients they serve – alongside strong corporate results. Over thirty-five years I have developed broad and deep expertise in financial services including retirement, insurance, wealth management, asset management, and banking, for public, private, and nonprofit entities. This perch offers a systemic view of enterprise-wide change that is both innovative and transformative for growth. My perspective starts with clients and leverages a data driven approach to executing a client experience that drives results – particularly as it relates to understanding changing expectations and problem solving. Broad expertise in digitization, governance, risk and compliance frameworks, cybersecurity, and sustainability strategies. Operating experience in distribution, brand, and client retention across a wide array of products.less