Experience

SMA Strategy Meets Action

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Partner

  • Jun 2009 - Present

  Exclusively servicing the insurance industry, SMA is a new breed of strategic advisory firm offering a unique blend of research, advisory, and consulting services to insurance companies and to solution providers. By leveraging best practices from both management consulting and research advisory disciplines, SMA’s advisory service offerings are actionable, business driven, and research based where strategy meets action. Exclusively servicing the insurance industry, SMA is a new breed of strategic advisory firm offering a unique blend of research, advisory, and consulting services to insurance companies and to solution providers. By leveraging best practices from both management consulting and research advisory disciplines, SMA’s advisory service offerings are actionable, business driven, and research based where strategy meets action.



eMAGination

• Owner

  • 2000 - 2009

  Advisory and implementation services for strategic marketing to financial services C-level executives: program design, messaging, agenda and content development for relationship-building events. Advisory and implementation services for strategic marketing to financial services C-level executives: program design, messaging, agenda and content development for relationship-building events.



IBM

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Manager - Global Insurance Strategy

  • 1994 - 2000

  Responsible for global strategy and visionary outlook for new business development, profitable growth in existing client base, future industry-based hardware and software requirements, partnership strategies, industry marketing, and sales support.

• Insurance Industry Consultant

  • 1988 - 1994

  Provided industry thought leadership for clients and direct sales support for large account marketing teams. Developed corporate managed care strategy and a structured 5 year market development plan. Secured funding for new product and services offerings.



IBM Information Network

• Manager Insurance

  • 1980 - 1988

  Developed comprehensive industry-based market analysis and business plan, requirements, and market entry strategy for innovative network-based products for the insurance industry. Resulting highly profitable offerings significantly improved service and reduced costs in the entire industry. Developed comprehensive industry-based market analysis and business plan, requirements, and market entry strategy for innovative network-based products for the insurance industry. Resulting highly profitable offerings significantly improved service and reduced costs in the entire industry.