Bio
Credentials
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CAMS
ACAMS
Experience
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President
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Feb 2003 - Present
High value-added consultative services to meet client business needs in financial services and non-profit organizations:Strategic PlanningExecutive Coaching and Change ManagementProject and Program Management Operations and Technology Management Business Process Management Expertise.
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Senior Advisor
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2007 - 2009
-Advise financial institutions in implementing effective risk management and anti-money laundering programs-Advise financial institutions in operational and technology effectiveness
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Pan-American Life Insurance Group
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Greater New Orleans Area
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Executive Vice President
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Nov 2004 - 2007
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Greater New Orleans Area
Responsible for Administration, Information Technology, Corporate Services, Domestic Institutional Business, Worksite Division Sales and Administration, Pan-American Financial Advisors (Broker Dealer). New Orleans Headquarters.
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Executive Vice President
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1998 - 2004
Chief Administrative Officer for Life Insurance, Annuity, and eService Operations, Chief Operating Officer for Broker Dealer activities.
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Senior Vice President
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1998 - 2003
Service Delivery
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Managing Director
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Mar 1974 - Oct 1998
Managing Director for $.5B Global Trade Finance Group, spanning more than 75 countries. Profit center responsibility for import/export structuring and financing, supporting the company's global and local relationships.
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Education
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Harvard University
MPA -
Trinity College Dublin
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University of Pittsburgh
Bachelor of Arts (B.A.)
Suggested Services
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