Experience

Fortegra

• United States
• Insurance
• 200 - 300 Employee

• Chief Financial Officer

  • Aug 2023 - Present



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Chief Financial Officer, Global Retail Markets

  • Apr 2022 - Aug 2023

• EVP & Treasurer

  • Apr 2020 - Apr 2022

• VP, Director Investor Relations

  • Jul 2017 - Apr 2020



Coaction Global

• United States
• Insurance
• 200 - 300 Employee

• VP, Financial and Capital Planning

  • Jul 2012 - Jun 2017



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Associate

  • Jul 2009 - Jul 2012

  Investment Banking Coverage group working with insurance and specialty finance companies. Investment Banking Coverage group working with insurance and specialty finance companies.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Associate - Treasury, Corporate Finance

  • Aug 2005 - Jun 2007

  Financial analysis and regulatory reporting. Develop financial models and analyses to support strategic initiatives. Financial analysis and regulatory reporting. Develop financial models and analyses to support strategic initiatives.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• American Depositary Receipts - Corporate actions analyst

  • 2003 - 2005

  Managed transactions,including IPOs and tender offers, for ADR clients. Interacted regularly with clients in helping them manage all aspect of their corporate actions. Managed transactions,including IPOs and tender offers, for ADR clients. Interacted regularly with clients in helping them manage all aspect of their corporate actions.