PROFESSIONAL BACKGROUND

Forged in high-stakes environments.

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

• I started my career during 2007, right before the Global Financial Crisis; I joined AIG in 2010, where a decade was spent in roles aimed to successfully reposition the organization’s balance sheet

• Prior roles required ownership of complex financial models and forecasts up to $250B+ AUM

• Segment-level leadership and SEC financial reporting across complex insurance businesses with $45B+ AUM

• Execution of one multi-year carve-out ($40B AUM), various reinsurance deals, post-deal M&A integrations, and private equity-backed investments - all required planning, modeling and financial reporting on numerous accounting bases

• Created support for critical stakeholders: Executive Leadership Team, Sponsors, LP and GP owners, Boards, Financial Regulators and Rating Agencies

Prior Roles

Resolution Life

Head of Planning and Forecasting for Resolution Life US, a global reinsurer for life and annuity business; successful exit to Nippon

AIG

Held multiple roles across FP&A, controllership, and financial reporting, including:

• Assistant Vice President – FP&A & Capital Management

• Line of Business Controller – Life, Health & Disability

• Finance Director – AIG carve-out of Fortitude Re (Successful Exit to Carlyle)

In these roles, I supported SEC financial reporting, US Statutory reporting, carve-out analysis, SEC restatements and executive-level decision-making processes across complex business units and jurisdictions

Professional Credentials

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