Experience

International Planning Group

• United States
• Insurance
• 1 - 100 Employee

• Senior Vice President, Markets & Products

  • May 2005 - Present

  • Lead global team responsible for all aspects of insurance company and product portfolio management, advanced sales support, company-wide knowledge transfer and cross-border solution design • Deliver industry leading advanced, technical, client specific planning and marketing advice to global sales force in support of company-wide revenue goals • Develop and leverage relationships with global private bank referral partners (e.g., Citi, JP Morgan, Morgan Stanley, Barclays, Standard Chartered, UBS, RBC, Credit Suisse) and independent advisor network to facilitate and increase client referrals • Enhance company brand reputation, build awareness and increase prospective client/referral partner interest within Asia, EMEA and LATAM regions through in-market seminars, training presentations and private client consultations • Obtain, interpret and manage life insurance planning specific tax opinions from local counsel for 70 countries and communicate sales opportunities, planning challenges and market viability regionally • Create and lead product, planning and/or market specific training (“IPG University”) for new associates and referral partners • Analyze and develop new international life insurance market opportunities through in-country visits with private bankers and wealth planners (e.g., Botswana, Kenya, Tanzania, Uganda and Zambia) • Negotiate new life insurance product, product modifications and pricing with international insurers based on marketing intelligence and market dynamics Show less



Lander & Associates

• Needham, Massachusetts, United States

• AVP

  • Jul 2004 - Mar 2005

  • Oversaw client service, plan administration and tax compliance for existing corporate client sponsored life insurance programs (e.g., Deferred Compensation, COLI, BOLI) • Generated revenue and reduced expenses by successfully renegotiating existing client service and vendor contracts • Oversaw client service, plan administration and tax compliance for existing corporate client sponsored life insurance programs (e.g., Deferred Compensation, COLI, BOLI) • Generated revenue and reduced expenses by successfully renegotiating existing client service and vendor contracts



John Hancock

• United States
• Financial Services
• 700 & Above Employee

• Senior Compliance Associate

  • May 1999 - Jul 2004

  • Drafted insurance policy contracts and associated forms in accordance with product design specifications and applicable state insurance regulation• Directed nationwide state insurance department filings and negotiated new product and form approvals with department examiners• Ensured ongoing company compliance with state regulations/contractual provisions as a critical member of product development and implementation project management teams

• Unit Manager, Specialty Products & Distribution

  • Jul 1996 - May 1999

  • Led two independent teams (M Group Service and Estate Protection) dedicated to high and ultra high net worth client service and policy administration • Implemented and monitored service level objectives, leading to significant improvement in field satisfaction as recorded in annual surveys• Represented company at M Financial Group marketing seminars and road shows• Recipient of company-wide “Signature Award”; a management excellence award

• Product Specialist / Team Leader

  • Jul 1994 - Jul 1996

• Customer Service Representative

  • Mar 1993 - Jul 1994

• Contract Services Assistant

  • Dec 1992 - Mar 1993