Deputy Diretor & Senior Counsel

• Sep 2012 - Present

Deputy Director

• Sep 2012 - Present

Attorney/Morgan, Lewis & Bockius EdLaw Fellow

• Sep 2012 - Sep 2012

Awarded Equal Justice Works and Bingham McCutchen/Morgan Lewis fellowships in order to provide child-empowered legal advocacy in matters of school discipline and special education needs for indigent children involved in the Massachusetts juvenile justice and child welfare systems. • Advocate for students facing school discipline procedures and/or with unmet special education needs. • Provide training to child-serving attorneys and community organizations on special education and school discipline law. • Established and managing a successful and growing pro bono partnership model with large Boston law firms and corporate in-house counsel to ensure that all students receive education advocacy with over 100 attorneys recruited. Program also creates a source of revenue for legal services foundation. • Directly represented over 100 students, trained over 500 attorneys. • Victories in administrative law venue, superior court, and juvenile court. • Active in supporting legislative efforts through use of federal and state public records laws at the MA state policy level to level the special education playing-field. • Raised $400,000 in to cover her position for six years to date. Show less

Senior Vice President and General Manager

• Sep 2005 - Dec 2008

Head of Individual Life and Annuity business. Responsible for product development, marketing, financial reporting, life sales new business operations, corporate markets, private placement and offshore insurance businesses and fund relationship management and development. • Built on success achieved in Individual Division to jump start annuity product development process. • Achieved significant synergies between common areas in life and annuity divisions.• Developed a focused strategy for the annuity business. Senior Vice President & General Manager, Individual Division (2006-2008)Responsible for leading all aspects of Individual Insurance business including product development, marketing, underwriting and new business, financial reporting and sales for retail, corporate markets, offshore and private placement businesses. • Strong record of achievement in turning around service, earnings and morale issues across Division. • Instilled a greater service and marketing focus as well as launched a greatly expanded, innovative life product line and increased financial discipline and predictability. • Brought together four separate businesses to leverage strengths of each to cross-sell and enter new markets.Consultant, Individual Division (2005-2006) Consulted to head of Individual Division. • Assisted Sun Life in acquiring Core Carrier status with M Financial Group and successfully launching new relationship.• Developed effective strategy for Individual Division including vision, strategy and tactics. Show less

BOARD & COMMITTEE MEMBERSHIPS

• 2006 - 2008

Board member, Sun Life Financial US, Sun Life Financial Distributors, Independence Life and Annuity Company, 2008Board member, Sun Life Financial (U.S.) Reinsurance Company (VT Captive), 2007-2008Board Member, Sun Life New York, Board Member, Clarendon Insurance Agency, President, Sun Life Financial Insurance & Annuity Company of Bermuda (SLFIAC), 2006-2008Member, ACLI Life Insurance Committee, 2007-2009

Executive Vice President

• Apr 2004 - Jun 2005

Executive Vice President, Long Term Care Insurance Managed 700+ employee Long Term Care (LTC) business encompassing Retail, Group & Federal LTC programs. Oversaw all aspects of the business including product development, marketing, sales, operations and information technology, and financial reporting. Also, continued with responsibility for M Financial Group channel. • Created successful bottom and top line business in wake of merger with Manulife by bringing together previously disparate functional units. Show less

BOARD & COMMITTEE MEMBERSHIPS

• 1998 - 2005

Chairman of the Board of Trustees of the John Hancock Variable Series Trust, 1998-2005President and Board Member, John Hancock Variable Life Insurance Company, 1998-2005Industry-related:Member, Life Committee of the Actuarial Standards Board (ASB), 1995-1998Member, ACLI Task Force on Cost Information, Member, Technical Resource Advisory Group to the NAIC Life Disclosure Working Group, 1994-2000

Senior Vice President

• 1998 - 2004

Senior Vice President, Product & Market Management (1998-2004)Responsible for all Life, Annuity, LTC Product Development and Marketing activities including Advanced Sales and COLI/BOLI sales, Life and LTC New Business Operations, as well as the M Financial Group distribution channel. • Instituted efficient, effective and productive disciplined product development process.• Responsible for many industry-first products including achieving leadership in the combination product category. • Led John Hancock from new carrier status to become the number one M Financial Group carrier for 4 out of the last 5 years there, producing over $100 million of annual sales. Show less

Chairman

• 1998 - 2005

Chairman of John Hancock’s Variable Series Trust (1998-2005) – $9-10 billion portfolio of funds backing variable life and annuity products. • Created open architecture VA and VL fund platform from historically proprietary platform. • Led overhaul of board structure and corporate governance. • Increased profitability of Series Trust through spread increases, shareholder votes, merger of sub-scale funds, securities lending, and overall operations review. • During tenure, substantial growth in AUM overall, including proprietary funds. • Played a leadership role in merger of John Hancock and Manulife fund platforms. Show less