Vice President

• Aug 2014 - Present

Financial Architects Partners is a 35 person national firm based in Boston, exclusively focused on evaluating, building, and actively managing large life insurance portfolios for the super affluent.Department Operations: • Run operations for two integral departments: Portfolio Construction and Portfolio Administration • Direct client relationship management for $15B book of business to include policy servicing and annual performance evaluations• Oversee all aspects of developing marketing materials for a 15MM+ revenue firm• Drive growth and efficiency through process development and implementationProject Management: • Create process for identifying existing clients with up-sell potential• Oversee case process (initial analysis, underwriting refinement, final recommendations)• Coordinate business functions (New Business, Portfolio Administration, Portfolio Construction)• Increase company's project capacity and top-line capabilitiesPersonnel Development and Management: • Increase efficiency through training, retention, and empowerment• Hire, train, promote individuals • Conduct annual performance reviews and create development plans and growth goalsAnalysis and Marketing: • Analyze products from 20+ different companies • Produce competitive and niche analysis for most intricate cases• Build and innovate marketing materials for client/advisor• Engage with family offices and top advisors dealing with ultra-high net worth (UHNW) individuals• Recommend optimized life insurance programs to maximize end result to clients and their families Show less

Director

• Jul 2013 - Present

• Managed team of analysts and workflow to support marketing efforts• Hired, trained, and promoted personnel• Improved process and efficiency and integrated efforts with other departments• Analyzed products and planning concepts for most intricate cases

Associate | Analyst | Senior Analyst | Manager

• Mar 2008 - Jul 2013