Experience

• 

  IA Capital Group

  • New York, NY

  • Advisory Partner

    • Feb 2023 - Present
    • New York, NY

    Investing in high-growth companies for more than two decades, IA Capital Group is a New York-based private investment firm and manager of the Inter-Atlantic funds. IA Capital is dedicated to partnering with innovative entrepreneurs in venture and growth capital investments across insurtech and fintech.

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  Accenture

  • Greater New York City Area

  • Senior Advisor

    • Feb 2013 - Present
    • Greater New York City Area

    Senior advisor within Accenture's North American insurance practice. Provide advisory services across a broad array of industry issues to leading insurance and financial services companies. Areas of expertise include group benefits, voluntary benefits, retail and workplace retirement, wealth management, global mergers and acquisitions, and merger integration.

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  MetLife

  • United States
  • Insurance
  • 700 & Above Employee

  • Executive Vice-President

    • Aug 2009 - Apr 2012

    Head of Retirement Products. Led MetLife's U.S. retail annuity and 403(b)/457 defined contribution businesses. Responsibilities included product development and management, pricing, profitability, fund management, and customer service delivery. In 2011, directly responsible for revenues of $3.9 billion and separate account assets of $120 billion, contributing after-tax operating earnings of $733 million while directing an organization of approximately 950 associates and an operating budget of $122 million.

  • Senior Vice President

    • Nov 2008 - Jul 2009

    Head of Global Growth. Reported to and advised Chairman and CEO during the financial crisis.

• 

  MetLife

  • United States
  • Insurance
  • 700 & Above Employee

  • Senior Vice-President

    • 2005 - 2008

    Head of the Retirement Strategies Group. Reported to the Chairman and CEO. Responsible for focusing and driving the company's effort to capture the emerging retirement income opportunity. Working across the company's business units, developed, tested, refined specific strategies, identified innovative cross-enterprise opportunities, and ensured execution of these strategies through the business units.

  • Senior Vice President

    • 2001 - 2005

    Head of Corporate Development, Mergers & Acquisitions. Global responsibility for origination, financial analysis, business case development, integration planning, due diligence, negotiations, and closing of buys and sells. Catalyst for MetLife's decision to acquire Travelers Life & Annuity for $12 billion (MetLife's single largest domestic transaction) and led the company's integration effort. Acquisitions in Latin America and Asia totaled $1.3 billion.

  • Senior Vice President

    • 1998 - 2001

    Led the company's group insurance business. Responsibilities included product development and management, pricing, underwriting, profitability, marketing, distribution, claims management, and customer service delivery. Represented the business as a member of the company's road show team leading up to the IPO in 2000. Launched MetLife's entry into the voluntary benefits business. Held prior positions of increasing responsibility within the company's group business.