Experience

AIMA - The Alternative Investment Management Association

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Counsel

  • Jun 2023 - Present



SpecOptima, LLC

• Managing Director

  • 2021 - Jun 2023

  SpecOptima provides management consulting and advisory services to institutional investors and financial services companies on how to assess and manage upcoming opportunities or risks arising from financial market and policy changes. SpecOptima provides management consulting and advisory services to institutional investors and financial services companies on how to assess and manage upcoming opportunities or risks arising from financial market and policy changes.



MetLife

• United States
• Insurance
• 700 & Above Employee

• Senior Vice President & Head, Regulatory Policy Group

  • Mar 2015 - 2021

  Established MetLife's global policy team and developed fact-based analysis and insights to influence government policy at the federal, state and global levels that impacts MetLife's business operations and investments. • Designed and implemented a policy initiative that convinced federal, state and international policy makers to remove MetLife’s designation as systemically risky and replace it with a sector wide activities-based approach. • Proactively advised MetLife's investment management and finance teams on upcoming legislative and regulatory policy developments that could affect investment or capital management strategies. • Represented MetLife with senior officials at the Federal Reserve, Treasury, FDIC, Financial Stability Board, Financial Stability Oversight Committee, IAIS, and IOSCO. Show less



Capital Alpha Partners, LLC

• United States
• Capital Markets
• 1 - 100 Employee

• Senior Vice President

  • Feb 2009 - Mar 2015

  Provided differentiated analysis and predictive insights to institutional investors on policy, legislative and regulatory developments in the areas of banking, insurance and exchanges. • Advised investor clients during the 2008 financial crisis that led to early investments in the banking, asset management and insurance sectors, which resulted in significant ROI gains. • Delivered proactive insights to Morgan Stanley's equity, fixed income, and banking teams on the likely impact of the Dodd-Frank Act on specific financial activities and sectors. • Organized quarterly meetings in Washington, DC between institutional investor clients and key legislators, regulators and policy experts. Show less



Inter-American Development Bank

• United States
• International Trade and Development
• 700 & Above Employee

• Principal Advisor

  • 2003 - 2008

  Managed the EVP’s internal process to review loans and grants before going to the Board for approval and led change management projects including development effectiveness and business climate improvement initiatives. Managed the EVP’s internal process to review loans and grants before going to the Board for approval and led change management projects including development effectiveness and business climate improvement initiatives.



U.S. Department of the Treasury

• United States
• Government Administration
• 700 & Above Employee

• Deputy Assistant Secretary for Trade and Investment Policy

  • Jan 2001 - 2003

  Responsible for the management of the offices of Trade, Investment Policy, Trade Finance and Financial Sector Negotiations. Responsible for the management of the offices of Trade, Investment Policy, Trade Finance and Financial Sector Negotiations.



U.S. House of Representatives

• United States
• Legislative Offices
• 700 & Above Employee

• Senior Counsel for Monetary Policy Subcommittee

  • Jan 1999 - Dec 2000

  Responsible for legislation and hearings related to monetary policy, the IMF, World Bank, Exim Bank and other topics related to money and banking. Responsible for legislation and hearings related to monetary policy, the IMF, World Bank, Exim Bank and other topics related to money and banking.



United States Congress Joint Economic Committee

• United States
• Legislative Offices
• 1 - 100 Employee

• Counsel

  • Jan 1995 - Dec 1998

  Counsel at Joint Economic Committee from 1995 to 1996 and General Counsel from 1997 to 1998. Counsel at Joint Economic Committee from 1995 to 1996 and General Counsel from 1997 to 1998.