Description
Strategic Planning Investment Product Portfolio Client Relationship Management Product Roadmap Product Development & Management Business Development Cross-Functional Team Leadership KEY CONTRIBUTIONS * Led development of a go-to-market strategy launching a new product in the pension risk transfer space, encompassing contracts, metrics, processes, and relationship management. * Championed efforts to grow revenue to more than $1.7B in premium over first 3 years. * Led multiple teams in identifying cost saving opportunities that realized over 20% in savings.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| One America | Field Vice President, Pension Risk Transfer Director Of Implementation | 1/2014 - 1/2014 |
| E*Trade | Financial | 1/2012 - 1/2014 |
| Nex Trust | Director Of Client Services Director Of Business Development | 1/2010 - 1/2012 |
| Fidelity Investments | Vice President Of Implementation Configuration Director | 1/2006 - 1/2009 |
| New River Inc. | Managing Director | 1/2003 - 1/2003 |
Accomplishments
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