Experience

Savvly

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Oct 2021 - Present

  Boulder, Colorado, United States Savvly is not a bank. Savvly is not insurance. Savvly is not even another traditional investment fund. Savvly is the market-driven pension you always wanted.



Techstars

• Venture Capital and Private Equity Principals
• 500 - 600 Employee

• Co-Founder and CEO of Savvly, a Techstars portfolio company

  • Jan 2023 - Present

  Techstars Future of Longevity Accelerator, in partnership with Pivotal Ventures, an investment and incubation company created by Melinda French Gates. Techstars and JP Morgan Chase are providing equitable access to funding and support for entrepreneurs of all backgrounds.



Risk Agencies

• United States
• Insurance

• President

  • Aug 2019 - Present

  Greater Chicago Area Risk Agencies is an insurance business entity licensed in 50 states and the District of Columbia. We partner with carriers, MGA and MGU and offer innovative distribution channels.



Gallagher

• United States
• Insurance
• 700 & Above Employee

• Corporate Managing Director

  • Nov 2013 - Jul 2019

  Greater Chicago Area At Gallagher, one of the largest insurance brokerages of the world, I had the privilege to design, build and launch a data driven business that improved competition for the benefit of our clients. The business has exceeded the highest expectations. I directed the creation of analytic platforms, processes, contracts, and led change management efforts that received extremely positive client feedback. Many stakeholders stated that our product was the best in the industry. Additionally, given… Show more At Gallagher, one of the largest insurance brokerages of the world, I had the privilege to design, build and launch a data driven business that improved competition for the benefit of our clients. The business has exceeded the highest expectations. I directed the creation of analytic platforms, processes, contracts, and led change management efforts that received extremely positive client feedback. Many stakeholders stated that our product was the best in the industry. Additionally, given the unprecedented low-interest rates environment, I created value for clients by revamping the distribution approach and simplifying the back office of Gallagher premium financing. Show less



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Chief Operating Officer AGS, Partner, Senior Vice President

  • Jun 2009 - Oct 2013

  At Aon Plc, a leading global professional service firm, I was directly involved in pioneering new processes that are now standard across the commercial insurance industry. I co-created and implemented the business and client service delivery models of a completely new data-driven business that generated significant revenue within two years. I oversaw the execution of new standardized processes, communications, and operational guidelines involving tens of thousands of employees across three… Show more At Aon Plc, a leading global professional service firm, I was directly involved in pioneering new processes that are now standard across the commercial insurance industry. I co-created and implemented the business and client service delivery models of a completely new data-driven business that generated significant revenue within two years. I oversaw the execution of new standardized processes, communications, and operational guidelines involving tens of thousands of employees across three continents. Before that, I helped in building a niche advisory group that resulted in four offices and more than one hundred employees on three continents. Show less



McKinsey & Company

• Business Consulting and Services
• 700 & Above Employee

• Management Consultant

  • Sep 2002 - Apr 2009

  I joined McKinsey & Co after my graduate studies and without really knowing what it was. McKinsey found me, I was not looking to become a consultant. Probably, I never became one, based on the feedback of my key clients. For them, the fact that I felt free to openly share unfiltered observations and my totally transparent approach to problem solving was a refreshing experience. Or so they said. McKinsey gave me the unique opportunity to work all across Europe, US, Middle East and Asia. I learnt… Show more I joined McKinsey & Co after my graduate studies and without really knowing what it was. McKinsey found me, I was not looking to become a consultant. Probably, I never became one, based on the feedback of my key clients. For them, the fact that I felt free to openly share unfiltered observations and my totally transparent approach to problem solving was a refreshing experience. Or so they said. McKinsey gave me the unique opportunity to work all across Europe, US, Middle East and Asia. I learnt to respect all cultures and appreciate their differences while leading teams on issues like insurance Solvency II, capital structure, distribution, leasing, and banking. Show less



Alfred Gessow Rotorcraft Center

• United States
• Airlines and Aviation
• 1 - 100 Employee

• Research Assistant

  • Aug 1998 - Apr 2002

  US Army/US Navy/NASA Center of Excellence in helicopter technology.