Experience

InspereX

• United States
• Investment Banking
• 100 - 200 Employee

• Managing Director Wealth Management Solutions

  • May 2015 - Present

  Boca Raton, Florida



McHaffie Consulting

• Principal

  • 2014 - May 2015

  Greater Boston Area



John Hancock

• United States
• Financial Services
• 700 & Above Employee

• President Wealth Management

  • 2007 - 2014

  Led manufacturer and distributor of a broad range of financial solutions including mutual funds, college savings plans, defined contribution retirement plans, and annuities. Deployed a retail wholesaling distribution model soliciting company’s financial products through all major financial advisor networks. Current assets under management exceed $215B supported by over 2,500 associates. Served as President John Hancock Investment Management Services; the advisor responsible for the oversight… Show more Led manufacturer and distributor of a broad range of financial solutions including mutual funds, college savings plans, defined contribution retirement plans, and annuities. Deployed a retail wholesaling distribution model soliciting company’s financial products through all major financial advisor networks. Current assets under management exceed $215B supported by over 2,500 associates. Served as President John Hancock Investment Management Services; the advisor responsible for the oversight of the John Hancock’s industry leading $180B multi-manager investment platform, offering 250 investment options managed by 45 investment management firms. Served as President of the John Han¬cock Variable Investment Trust and John Hancock Funds independent boards; responsible for the ongoing management and oversight of registered mutual funds. Member of the Management Committee of Manulife Financial, Hancock parent. • Transformed wealth management organization from a predominately variable annuity business to a fee based mutual fund and 401(k) business, growing mutual funds/401(k) gross sales from $11.6B in 2007 to $28B in 2013.

• Senior Vice President, John Hancock Variable Annuities

  • 2006 - 2007



MetLife

• United States
• Insurance
• 700 & Above Employee

• Senior Vice President, Individual Business Product Management

  • 2003 - 2006

  Greater Boston Area Responsible for management of MetLife’s US individual life and annuity products. MetLife offered life and annuity products through four distribution channels: MetLife Financial Services (career agency), New England Financial (managing general agency), General American (PPGA), and MetLife Investors (bank and broker-dealer). Ran MetLife individual life and annuity product manufacturing for all distribution channels, including designing products for specific distribution requirements… Show more Responsible for management of MetLife’s US individual life and annuity products. MetLife offered life and annuity products through four distribution channels: MetLife Financial Services (career agency), New England Financial (managing general agency), General American (PPGA), and MetLife Investors (bank and broker-dealer). Ran MetLife individual life and annuity product manufacturing for all distribution channels, including designing products for specific distribution requirements, profitability analysis, and implementation of products through a shared services organization. • Led company into the independent distribution of variable annuities, while simultaneously upgrading all annuity products; increased sales in all channels and led integration of MetLife and Travelers product platform following MetLife's acquisition of Travelers. Show less



manufacturers life

• Manufacturers Life of North America

  • 1990 - 1999

  Greater Boston Area Responsible for the development of Venture Series of variable annuities distributed through banks and broker-dealers by Wood Logan Associates wholesaling organization.Responsible for product development of variable and fixed annuities, reinsurance negotiations for guaranteed minimum death benefit and income benefit features. Product liaison with independent distributor, Wood Logan Associates, negotiating compensation schedules and product pricing. Responsible for full product implementation and… Show more Responsible for the development of Venture Series of variable annuities distributed through banks and broker-dealers by Wood Logan Associates wholesaling organization.Responsible for product development of variable and fixed annuities, reinsurance negotiations for guaranteed minimum death benefit and income benefit features. Product liaison with independent distributor, Wood Logan Associates, negotiating compensation schedules and product pricing. Responsible for full product implementation and policy form state approvals. Show less