Experience

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  OneAmerica Financial Partners, Inc.

  • Indianapolis, Indiana

  • President, Retirement Services

    • Jul 2018 - Present
    • Indianapolis, Indiana

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  Endicott College

  • Beverly, Massachusetts

  • Adjunct Faculty, Van Loan School of Graduate and Professional Studies

    • 2012 - Present
    • Beverly, Massachusetts

    Teach MBA-level courses to graduate and adult students; utilize corporate experience to relay educational component of business theory and real-world applications.

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  SDM Strategic Solutions, LLC

  • Charlotte, North Carolina Area

  • Business Consultant/Owner

    • 2017 - 2018
    • Charlotte, North Carolina Area

    Partner with clients in Financial Services, Fintech and Retirement segments to deliver strategic management and business consulting services, helping grow business, support client engagements and solve complex business challenges. Current engagements include: -Leading key client engagements for management consulting firm serving nearly 50 nation's top financial services institutions. -Consulting on strategic initiatives to drive business success, specifically partnerships and international expansion.

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  Mercer

  • United States
  • Professional Services
  • 700 & Above Employee

  • North America Region Benefits Administration Business Leader, Senior Partner

    • 2014 - 2016

    Directed health and benefits, defined benefit and defined contribution administration business representing $71B in assets under administration, 244 clients and 4M participants. Managed P&L with approximately $300M in revenue, 7 direct reports and 2,300 global employees. Member of Senior Partner Group. Led successful sale of defined contribution administration business to Transamerica, managing process, relationships and negotiations over 8 months; achieved goal of maximizing sale price while retaining clients and key employees.- Identified potential buyers using industry knowledge and more targeted approach than open market; presented offering.- Met with final buyers to negotiate terms and contract; executed transaction.- Partnered with buyer to identify key talent and communicate transaction for maximum talent retention.  Drove financial performance to exceed NOI target by 26% and improve sales by 180%.- Focused on financial models for new business pricing, expanded distribution strategies and cross-selling to existing clients.- Evaluated and implemented staffing models and location strategies to optimize call center quality and cost delivery; improved implementation effectiveness to reduce cost structure and increase client satisfaction. Launched industry-leading participant portal for processing and customer-facing applications with integrated access point for viewing all benefits; utilized retail engagement experience versus traditional financial services web interface.

  • Global Client Management, Senior Partner

    • 2012 - 2014

    Led strategic initiatives to drive corporate revenue growth. Directed Global Financial Services client management vertical. Worked closely and consulted with multi-national clients. Directed transition of Private Health Exchange technology solution for parent company, leading 50-member team to successful completion within 8 months vs. standard 18-24 months; managed external project management resource tasked with defining complex work streams and meeting fast paced project schedule.

  • Asia Pacific Outsourcing Business Leader/CEO, Senior Partner

    • 2010 - 2012

    Managed and directed retirement administration and wealth management business, representing 450 clients, 1.2M members, USD$55B funds under administration, USD$15B funds under management and USD$200M in revenue. Led 10 direct reports and workforce of 1,400 across region. Collaborated with other leaders across 12 Asia Pacific geographies. Member of Boards of Directors of Mercer Australia, Mercer Outsourcing and Mercer Financial Advice. Organized management structure to align with business and client needs while driving accountability and results supporting business requirements and objectives.- Achieved 15% top-line CAGR, 23% profit growth and 510 bp improvement in margin percentage.- Utilized annual messaging themes that resonated with leaders and employees; year 1 - focus on what is important, such as employee retention, implementation and sales success; year 2 - validate the business model; year 3 - strengthen to core with a high performing team.  Created a clearly defined client retention strategy by analyzing client issues and action plans, ensuring strategic effectiveness and accurate execution and addressing risk; drove successful client solution delivery with 100% retention and grew member clients by 50% from 800k to 1.2M. Developed and launched robust risk awareness and audit program; addressed regulatory issues.

  • Retirement Business Leader, Partner

    • 2009 - 2010

    Led U.S. retirement business as product business leader. Partnered with management team in New York to learn business systems and operations, preparing for future Asia Pacific assignment.

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  ING

  • Quincy, MA

  • President Institutional Plan Services

    • 1995 - 2009
    • Quincy, MA

    ( ING acquired CitiStreet in 2008; CitiStreet was JV of Citigroup and State Street formed in 2000)Directed integration of ING and CitiStreet, achieving 100% retention of clients and assets under management; maintained key client relationships. Managed cross-cultural 2,500 member workforce.  Managed benefit services to corporate and public sector clients representing $325B in assets under administration and over 11M participants. Member of Management Council as one of 200 global leaders across company.

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  CitiStreet (JV of Citigroup and State Street)

  • Greater Boston Area

  • President

    • 2000 - 2008
    • Greater Boston Area

    President CitiStreet, LLC 2007-2008Member of Board of Directors with P&L responsibility of approximately $450M in revenue. Managed benefits services business of corporate, public, 403b and international clients representing $265B in assets under administration.  Led sale of company to ING for $900M (July 1, 2008); built offering memorandum, created incentive structure, completed management presentations, communicated with Board, established sales metrics and built governance structure for sale and transition. Expanded total retirement outsourcing through significant product development and cross-selling strategies.President - Retirement Services 2005-2007 President - Defined Contribution Services 2003-2005Executive Vice President - Institutional Business 2000-2003

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  State Street / SSgA

  • Greater Boston Area

  • Managing Director

    • 1995 - 2000
    • Greater Boston Area

    Managed mid-market and Minnesota-based defined contribution businesses with $10B in assets under administration and $20M annual revenue. Led defined contribution investment client services group for entire business, covering $200B in existing assets. Achieved 25% revenue growth by designing and implementing a product and service model and expanding into additional market segments.

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  Fidelity Investments / Fidelity Management Trust Company

  • Boston MA

  • Vice President, Strategic Marketing

    • 1992 - 1995
    • Boston MA

    Managed the Marketing Analysis, Quantitative Analysis and Communications Groups for Fidelity’s institutional pension business. Developed and implemented marketing plan and launched new branding. Drove first adopter position for industry standard investment performance calculation and presentation. Member of FMTC’s Senior Management Team.

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  Bank of America

  • Boston, MA

  • Vice President, Cash Management

    • 1990 - 1992
    • Boston, MA

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  State Street

  • Quincy, MA

  • Vice President

    • 1986 - 1990
    • Quincy, MA

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  Bank of America

  • Charlotte, NC

  • Assistant Vice President

    • 1983 - 1986
    • Charlotte, NC

    (previously NCNB National Bank of North Carolina)