Functional Skills

Accounting
Agile Software Development
Business Development
Commercial Due Diligence
Data Analysis
Digital Transformation
Divestitures
Financial Modeling
Investment Banking
Market Intelligence
Project Management
Risk Management
Valuation
Venture Capital Investing
Wealth Management

Software Skills

Microsoft Excel
Microsoft PowerPoint
Data visualization

Sector Experience

Financial Services
Industrials
Life Sciences & Pharma
Real Estate
Technology

Languages

English

Notable Clients

AllianceBernstein
Kadmon Pharmaceuticals
Fortune 500

Experience

AIG Corporate Strategy & Development
Senior Transformation Leader
4/2021 - 9/2024
Developed and led enterprise-wide transformation strategy to separate intertwined operations in preparation for the initial public offering (IPO) spin-off of AIG's Life & Retirement business (now Corebridge Financial, NYSE: CRBG). Oversaw execution and budget across 14 global initiatives—including technology, HR, complex vendor contracts, and real estate—to enable operational separation. Led $4.2B unwind of illiquid assets to align AIG's investment portfolio with strategic asset allocation; structured third-party and affiliate sales, navigated board approvals, and coordinated cross-functional execution across valuation, legal, and compliance workstreams. Other areas of scope and selected highlights include:
• Completed $3.3B sale of Validus Re to RenaissanceRe under aggressive timeline by addressing complex issues on covenants for 'Investments Workstream,' including $500M of pre-closing asset sales.
• Drove strategic partnership leading to significant results. Led workstream that transferred $150B of assets to BlackRock Asset Management. Oversaw program implementation of Aladdin investment management and accounting platforms.
• Guided strategic and operational review of the Private Client Group business unit (P&C insurance for high-net-worth families) as part
Prudential Financial Corporate Strategy & Development
Strategy Consultant
11/2018 - 1/2020
Championed and led strategic initiatives. Created dynamic forecast financial model on asset retention outcomes associated with multiple marketing campaigns supporting IRA rollover recapture. Contributed to business growth through seamless execution of strategic plans to competitively win back accounts for group insurance and retail retirement businesses.
• Secured nearly $1.4B in IRA asset retention for retirement solutions program by increasing participant engagement by 26% through campaigns and data-driven tactics—supported by a dynamic, bottom-up Excel financial model built to track key performance indicators (KPIs) and inform senior leadership decision-making.
TIAA Corporate Strategy & Development
Director, Strategy & Corporate Development | Retail Financial Services
11/2013 - 12/2017
Developed and led TIAA's inorganic growth strategy across retail financial services (bank, insurance, managed accounts, brokerage, wealth management), sourcing opportunities and building a robust deal pipeline (20+ FinTech targets; $10M–$3B) across M&A, venture investments, joint ventures, and partnerships.
• Accelerated growth initiatives across retail financial services businesses:
• Spearheaded $60M acquisition of MyVest to strengthen managed accounts technology and scale wealth platform.
• Directed strategic review and execution of $2.5B EverBank acquisition to bolster TIAA's banking and lending capabilities—partnered with executive leadership, legal, and finance teams.
• Influenced decision-making of executive leadership and TIAA Board of Directors by delivering data-driven insights, thought leadership and outside-in strategic implications of market conditions and competitive landscape.
• Led internal management consulting team to assess growth opportunities and strategic direction for retirement business, including capability assessments, new market reviews, M&A, and competitive analysis—to develop actionable roadmaps.
• Strengthened industry innovation and annuity / income solutions. Supported buildout of retirement income products by conducting research and synthesizing competitive market intelligence and industry trends to evaluate competito
KADMON PHARMACEUTICALS Corporate Strategy & Development
M&A and Corporate Advisor | Office of Chief Administraqve Officer
8/2011 - 11/2013
• Executed $105M platform acquisition of Three Rivers Pharmaceuticals. Led cross-functional team focused on initial public offering (IPO) that established corporate governance structure and policies in preparation of public offering (NYSE: KDMN).
Emigrant Capital Corp. Finance
Private Equity Senior Associate
10/2009 - 10/2010
• Advised portfolio company CEOs and CFOs through business management, capital raises and debt restructurings to address financial performance, profitability, unit economics, liquidity shortfalls and impending bankruptcies; Drove strategic assessment and financial analysis of $95M add-on acquisition (distressed golf course, real estate) for Jack Nicklaus Companies joint venture.
● LEGAL CAREER
Arnold & Porter Kaye Scholer LLP Legal
M&A Associate
9/2002 - 2/2007
Closed $7.7B across 30+ M&A, private equity, capital markets, and financing transactions. Drafted deal documents, supported negotiations, led diligence, and supervised legal teams.