BACKGROUND

Forged in

high-stakes

environments.

Over the course of my career, I have held senior finance roles across large, complex organizations - including Resolution Life and AIG

  • Ownership of financial models and forecasts supporting $250B+ balance sheets

  • Segment-level leadership across businesses ranging from $26B to $45B+ AUM

  • Execution of carve-outs, post-deal integrations, and private equity-backed transactions

  • Direct support of executive leadership, Boards, and rating agencies

Prior Roles

Resolution Life

Senior finance leadership roles supporting capital management, forecasting, and executive reporting within a global life and annuity platform.

The platform successfully exited to Nippon Life for $10B.

AIG

Held multiple roles across FP&A, controllership, and segment-level financial leadership, including:

  • Assistant Vice President – FP&A & Capital Management

  • Line of Business Controller – Life, Health & Disability

  • Finance Director – Fortitude Re (Successful Exit to Carlyle)

In these roles, I supported large-scale financial reporting, carve-out transactions, SEC restatements and executive-level decision-making processes across complex business units.

Professional Foundation

Licensed CPA since 2010 - Texas
MBA, Rice University - Class of 2017

My experience combines technical financial rigor with practical operating judgment, developed through working in environments where financial clarity directly impacts strategic decisions.