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Group insurance market entry
Global life insurer
In response to growing disruptive forces across incumbent markets, ran market research efforts and created go-to-market strategy, leading to a successful once in a generation greenfield entry into a growing but typically hard to enter market in the US life insurance industry. Lead all Board and leadership engagement to align stakeholders, get the green light, and obtain over $250M in seed funding. The venture is currently operational and on track to hit $1B in revenue within 10 years.
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Innovative product launch
Global diversified financial services firm
Drove product and operating model design for innovative guaranteed income solutions. Significantly de-risked projects by identifying hidden barriers to success and driving alignment among leaders to redesign the solutions with viable product-market fit. Developed custom frameworks to systematically find and navigate roadblocks on future innovations.
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Comprehensive strategy review
Global financial services firm
Ran enterprise-wide strategy process in the face of disruptive entrants, unfavorable value chain shifts, and eroding company economics. Resulted in a strategy that paved the way for new market entry to shift the business mix, an organizational redesign to align with customer needs, and successful navigation of the pandemic. Helped executive leadership avoid a then “hot” industry trend that would have resulted in millions of dollars of bad investment, damaged relationships with existing distribution, and consumed critical enterprise-wide attention.
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Wealth management talent and operating model redesign
Top-tier US financial advisory firm
Following a period of leadership change, rapid growth, and market downturn, played the lead role on a talent development and teaming model transformation. This effort drove engagement between veteran and rookie advisors and deepened local community connections, resulting in accelerated sales growth (despite overall industry slowdown) and highly productive long-term center of influence relationships – both driving sales 10%+ over baseline.
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Regulatory Response
Global financial services firm
Served as program owner to deliver a new operating model and capabilities in response to a disruptive regulatory change impacting the US wealth management industry. Provided cross-functional leadership across a team of 150. Helped the organization avoid several million dollars of investments in partner requests that turned out to be unneeded. Delivered the overall project at 75% of initial budget in an organization that consistently experiences 50%+ overruns across all major initiatives.
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Community-based public health initiative
Leading US health insurance and healthcare provider
Helped a major US healthcare brand launch an innovative community health initiative to increase access to proprietary, governmental, non-profit, and corporate partner wellness resources for low-income families. I worked with the team to set the strategy and lead community outreach initiatives to test the concept and gain initial market traction. This effort has scaled from one test market to multiple cities across the United States.