Professional info
Financial leader with broad experience in the Retirement and Insurance industries.
Extensive experience in the Life Insurance, 401(k), 403(b) and 457 markets. Achievements: turnaround strategy execution, product development & distribution channel integration. Background includes financial statement preparation as prescribed by Statutory, GAAP and IFRS accounting principles. Implemented Sarbanes-Oxley, unit costing and Lean Six Sigma waste reduction programs. Developed financial systems and call center workflow solutions using SAS70 audit standards. Successes include merger & acquisition initiatives, post-merger implementation synergies, mutual fund vendor and third party service provider relationship management.
Core Competencies
Business Strategy
Financial Planning & Analysis
Product Development
Financial Reporting
Cost/Waste Reduction Programs
Sarbanes-Oxley / Model Audit Rule
Work experience
New York Life Insurance Company, Parsippany, NJ Current
Corporate Vice President & Director - Investments Group Finance Leader
New York Life is the largest mutual Life Insurance Company offering a full suite of life insurance and investment products
Resources Global Professionals, Parsippany, NJ 2014-July 2014
Finance & Business Strategy Consultant
Global Professional Services firm partnering with client teams to problem-solve using finance, accounting and business strategy techniques
MetLife Insurance Company, New York, NY 2011-2014
Chief Financial Officer, Director – MetLife Premier Client Group, Group Retirement Financial Management
Global Life Insurance, Retirement Markets and Agency Distribution System
SCOR Global Life Re Insurance Company, New York, NY 2010-2011
Corporate Controller – US Life Reinsurance Business
Global Life and Property & Casualty reinsurance markets
Guardian Life Insurance Company of America, New York, NY 1996-2009
Chief Financial Officer – Retirement Solutions Business
Life Insurance and Retirement markets and distribution
John Alden Life Insurance Company of NY, Suffern, NY 1991-1996
Assistant Controller
Life Insurance, Annuity and Long Term Care markets
Prudential Insurance Company, Roseland, South Plainfield, NJ 1988-1991
Compliance Analyst, Portfolio Analyst, Staff Accountant
The American Stock Exchange, New York, NY 1987-1988
Trading Assistant
2010 - present
2010 - present