Experience

Futurity First

• United States
• Insurance
• 200 - 300 Employee

• Vice President Finance

  • 2019 - Present

  Team focused leader directing the financial and performance management activities of a multi individual insurance product sales distribution system including compensation design, administration and system development, distribution profitability, financial analysis and reporting, individual agency planning and monitoring and revenue/expense auditing. Team focused leader directing the financial and performance management activities of a multi individual insurance product sales distribution system including compensation design, administration and system development, distribution profitability, financial analysis and reporting, individual agency planning and monitoring and revenue/expense auditing.



Zurich North America

• United States
• Insurance
• 700 & Above Employee

• Finance Director

  • 2015 - 2017

  Directed multiple teams focused on the financial planning and performance management activities for distribution, marketing and underwriting providing leadership and consultation to deliver commercial P&C insurance performance reporting and analysis, expense management, planning and strategic/financial initiatives that support the development and execution of the company's financial strategy. Directed multiple teams focused on the financial planning and performance management activities for distribution, marketing and underwriting providing leadership and consultation to deliver commercial P&C insurance performance reporting and analysis, expense management, planning and strategic/financial initiatives that support the development and execution of the company's financial strategy.



Aviva (Purchased by Athene Holding Company)

• Director of Finance

  • 2008 - 2014

  Team focused leader directing the financial management of multi channel life and annuity insurance sales distribution expense system including developing strategic and performance management programs such as cost management of loan portfolio, sales compensation programs, distribution profitability, expense and benchmarking analysis, quality business management and financial reporting and analysis. Team focused leader directing the financial management of multi channel life and annuity insurance sales distribution expense system including developing strategic and performance management programs such as cost management of loan portfolio, sales compensation programs, distribution profitability, expense and benchmarking analysis, quality business management and financial reporting and analysis.



Mutual of Omaha

• United States
• Insurance
• 100 - 200 Employee

• First Vice President/Director

  • 2002 - 2008

  Directed multiple teams engaged in driving the financial management of a multi channel and individual product insurance sales distribution expense system that included multiple expanded responsibilities focused on profitability, performance and cost management programs such as compensation and recognition plan design and compliance, reporting and analysis of quality business practices and strategic review and design of alternative distribution models. Directed multiple teams engaged in driving the financial management of a multi channel and individual product insurance sales distribution expense system that included multiple expanded responsibilities focused on profitability, performance and cost management programs such as compensation and recognition plan design and compliance, reporting and analysis of quality business practices and strategic review and design of alternative distribution models.