Painesville, Ohio
Apr 2013 – Jul 2021
Assistant Vice President, Financial Planning and Analysis - Wealth Solutions
Sep 2011 – Apr 2013
Head of Strategic Cost Management
Aug 2010 – Sep 2011
Head of Cost and Budget - Annuities and Closed Block Variable Annuities
Jun 1997 – Jun 2009
Vice President - Financial Operating Officer, Financial Institutions Investment Banking Group
Mar 1993 – Dec 1997
Accounting Officer
Mar 1990 – Mar 1993
Staff Accountant
Sep 1988 – Mar 1990
Business Education Services
MBA, Finance
New York University - Stern School of Business
Bachelors, Accounting
Siena College
FP&A insights allow organizations to course correct with speed and agility
Specialties
Implementation Business Analyst-Retirement Operations
Software Development Consultant