Senior level financial services professional with broad cross-functional experience in all aspects of managing retirement plans and their investments. Experienced in business development, operations management, sales, relationship management, product development, investment analysis, and general management in a highly demanding growth environment. After a successful business career, earned an MS in Applied Economics from Boston College and became an Adjunct Professor in Finance and Leadership. Has achieved success as:
- Adjunct professor at Boston College
- Senior Vice President of Operations for one of the largest organizations in the retirement business.
- Senior Vice President of Sales for one of the fastest growing companies in the asset management business.
- Senior Vice President and Head of a multi-billion dollar business unit with bottom line accountability for all aspects of the business.
- Built four successful businesses including 401k, Total Retirement Outsourcing (TRO), Taft-Hartley, and 403b.
- Retirement industry thought leader, published author, and frequent speaker at industry conferences and government hearings.
Regarded as an innovative, demanding, and results oriented individual with a demonstrated history of success. Possesses the unique ability to rapidly move between strategy and tactical implementation across all disciplines.
