Board Profilea. Senior Executive actively engaged in all aspects of Board Governance including Strategy Articulation, Risk Management and Governance Best Practices b. Risk and Control expertise including deep expertise within the Financial Services and Professional Services Sector c. CPA, CITP (Certified Information Technology Professional) and CGMA (Chartered Global Management Accountant
a. Experienced Senior Executive with a demonstrated history of working in Financial Services. Skilled in Strategic Planning, Operations, Enterprise Risk Management, and Enterprise Transformation. Strong entrepreneurship drive and life-long learner.
Recognition & Awards
a. Chicago Booth Executive Education Program – Leadership Award
b. Harvard Managing Professional Services Program graduate
c. Appointed to the AICPA Assurance Services Executive Committee creating a path forward for the profession
PersonalMarried, 3 children, 2 dogs. Enjoy travel, beach, golf.
a. Entrepreneurial – A visionary leader known for bringing team members together to imagine the possible
b. Merger and Acquisitions – Experience in all phases of buy side due diligence and sell side transactions
c. Operational Complexity – Process focused thinking to help build effective and efficient operations
d. Revenue Growth – Leader of Growth Strategies focused on aligning resources to support high growth opportunities
e. Strategic Planning – Facilitate and lead strategic growth for top industries and services