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MBA, Fordham University BS Boston College FLMI ARA

EXECUTIVE SUMMARY

Senior Executive Leader with a successful background in corporate and multi-site environments in both domestic and international locations. Talent for creating synergies among people, process and technology to achieve optimal business results. Successfully led large and diverse teams toward common goals by establishing accountability and leveraging processes to establish transparent and unbiased metrics. Highly effective in developing and implementing initiatives to meet business objectives in a global, matrix environment. Excel in creating a cadence on both projects and processes which minimizes surprises and eliminates real or imagined road-blocks.
Key Competencies include:
* Strategic Planning
* Operational Leadership
* IT Leadership * Change Management
* Acquisitions and Mergers
* Data Quality * Project and Process Management
* Negotiation with Business Partners

PROFESSIONAL EXPERIENCE

TMF Associates 2023 – Present
Principle

Responsible for the marketing, closing and execution of consulting and advisory services in the Life Insurance and Reinsurance market.



TAI 2015 - 2022
CEO

Provided leadership to position TAI at the forefront of the industry. Developed a strategic plan to advance TAI’s mission and objectives, promote revenue, profitability and growth as an organization. Oversaw TAI’s operations to insure efficiency, quality, service, and cost-effective management of resources.

• Managed all operations across TAI. Developed and executed yearly strategic plan focusing on top and bottom-line growth balanced with investments to improve TAI
• Actively managed lead and lag operational and financial results to determine progress and status in attaining objectives to determine if changes were required
• Budgeted yearly to invest in DEVOPS, Security, Infrastructure and Help Desk to meet market requirements and create continuous improvement in back office
• Grew revenue from $ 7 Million to $21.9 Million
• Created 4 new commercial products; TAI Annuity, TAI Longevity, TAI Jumbo, and TAI Treaty
• Managed joint ventures with business partners to compliment TAI’s strengths in order to expand business and drive more value from core platform
• Modernized core TAI platforms to be Cloud native and eliminated legacy COBOL software
• Expanded TAI business internationally to the United Kingdom, South Africa and Hong Kong
• Transformed family run business into a modern software/services business. Balanced what made TAI great while expanding capabilities and controls.


Logiq3 Corp 2014 - 2015
Sr. Consultant/ Strategic Business Advisor
Executive level consultant specializing in creating strategic value from Operations and Information Technology
• Refined process and metrics for a client’s outsourced reinsurance administration team in order to establish lead and lag metrics and lay foundation for continuous improvement
• Led an acquisition team driving a client’s strategic purchase. Created project plan, developed negotiation strategy, conducted valuation review, created due diligence plan, integration plan, and post-sale growth strategy
• Strategic business advisor, assisted client in restructuring organization, evaluating strategic growth plans, and general business practices.

SCOR (formally Transamerica Reinsurance) - Charlotte NC 2011 – 2013

Chief Operating Officer
Managed operations and information technology systems for SCOR Global Life offices located in the US, Canada and Latin America. Member of division’s Executive Management Board.
• Co-led implementation team responsible for the successful integration of the Transamerica Reinsurance purchase into SCOR
• Successfully led consolidation of SCOR Global Life offices in Plano Texas and New York City to Charlotte NC which included moving the business as well as relocation of employees
• Resolved historical issues with business partners due to legacy operational oversights
• Achieved seamless relocation of the Charlotte office, which included sight selection, interior design, outsourcing of the local data center as well as the physical move of employees and materials
• Created a system’s architecture and a tactical implementation plan that resulted in the successful migration of the SCOR and ex-Transamerica seriatim systems and processes into unified technical and process
• Successfully led the cross functional team that integrated the Transamerica sub-ledger into the SCOR sub-ledger which streamlined the manner in which operational accounting flowed to the corporate general ledger
• Conducted due diligence in areas of expertise for potential acquisitions.






TRANSAMERICA REINSURANCE - Charlotte NC 1997 - 2011
Senior Vice President – Technology & Operations (2006-2011)
Managed IT and Operations for the Reinsurance division, member of Executive Management Board. Scope included Reinsurance offices in the US, Latin America, Asia and Europe for the Life, Annuity and A&H products.
• Reorganized the Annuity, Latin America and Asia operations into process teams to align accountability and, establish controlled processes and the timely escalation of business issues
• Established a Dublin based Operations team to support the European business line
• Created a specialized technology team to support the development of automated underwriting for the U.S. market
• Exported and modified for regional use the best practices from the US office focusing on metrics; modified policy level systems, escalation and continuous improvement
• Created yearly Operations and IT strategic plans based upon the business strategy
• Served as member of the deal team responsible for the sale of Transamerica Reinsurance
• Created and presented material on areas of expertise to support the sale of division.

Senior Vice President - Technology & US Operations (2003-2006)
Managed Information Technology and US Operations for Reinsurance division. Member of division’s senior management council.
• Created metrics and managed from metrics for each function in operations, reorganizing operations into process teams, reorganizing operations management
• Successfully implemented a Sarbanes-Oxley program and process into both the IT and US Operations departments to meet the intent and requirements of the Sarbanes-Oxley regulations
• Managed IT budget to minimal year over year cost increases by leveraging economics of open architecture
• Created a continuous improvement culture based upon lead and lag metrics across span of control
• Resolved historical errors with business partners to create a go-forward clean slate
• Established an escalation framework and process to document and measure all knowable operational variances in order to minimize financial surprises
• Built a repeatable strategic process for Operations and IT to link the business strategy to Operations and IT initiatives.

Vice President/ Division IT Manager (1998-2003)
Managed staff, Created IT strategy - matching business and IT strategy. Responsible for budgeting, aligning divisions’ use of technology with parent company (AEGON), and managing corporate mandates.
• Created and implemented data centric architecture and projects resulting in re-engineering of operational processes
• Implemented project portfolio management framework for all IT projects in maximizing IT investments and clarifying investment options
• Created and managed process standards (CMMi) within department and improved on-time project delivery by over 100%
• Established a Web team to modernize division’s Internet and Intranet
• Created vendor partnerships to form implementation teams supporting software product installations
• Changed IT culture to focus on end-to-end business solutions; Implemented CRM system, and established change control board
• Managed a successful Y2K program; Upgraded data center technology; Salvaged run-away out-sourced project; Updated departmental technical and business skills, and modernized application development and delivery infrastructure.

Manager Application Development (1997-1998)

ADDITIONAL RELEVANT EXPERIENCE:
Project Consulting, SELECT GROUP – Oyster Bay, NY
Project Manager/Vice President, BANKERS TRUST - New York, NY


EDUCATION
Master of Business Administration, Fordham University - New York, NY
Award: Senator & Mrs. Sam Nunn Award for Excellence in Business Ethics

Bachelor of Science Business Administration, Boston College Chestnut Hill, MA

MILITARY
United States Military Academy Preparatory School - Fort Monmouth, NJ
United States Army

Yes