Highly motivated, dedicated, and results-oriented leader with over 15 years of experience. Consistently drives operational excellence and delivers innovative solutions. Successfully builds and leads high-performing teams, ensuring data integrity and compliance. Deep expertise in investment accounting, securities, and financial systems, with a focus on BlackRock Aladdin, PAM For Investments (PFI), and Markit EDM. Proven track record of optimizing front-, middle-, and back-office operations through process improvement, technology implementation, and effective vendor management.
Overview
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1
Certification
Work History
Executive Director, GFS Marketing and Transaction Manager
Reinsurance Group of America
Drive successful client solutions through adept negotiation, cross-functional collaboration, and rigorous deadline adherence
Proactively anticipate and mitigate transaction risks, optimizing outcomes through timely issue resolution and expert coordination
Perform transaction analysis by collaborating among pricing, risk, structured finance, accounting, legal, investment, and tax experts
Lead cross-functional teams in identifying and resolving transaction complexities, ensuring seamless execution and deal success
Created marketing materials and subject specific documentation related to transactions details, the Reinsurance Industry, GFS Strategy and Offerings
Identified process efficiencies within the onboarding and operations of the Reinsurance Administration process
Served as Program and Project lead for identification and onboarding of new software for Data and Data Visualization, Actuarial Modeling, and Transactional Pricing
Enhanced customer satisfaction by streamlining communication channels and improving response times.
Developed innovative solutions to complex problems, resulting in improved organizational performance.
Reviewed employee concerns and new opportunities to drive business strategies.
Executive Director, Investments Systems Administration
Reinsurance Group of America
Steered a team of analysts to deliver robust investment system support, ensuring data-driven decision-making and business growth
Architected a governance framework of policies and controls, optimizing SDLC efficiency and enhancing organizational compliance
Leveraged expertise in Waterfall, Agile, and Scrum to translate complex business needs into actionable technical requirements
Forged strategic vendor partnerships, driving performance through KPI and KRI monitoring and mitigating risks
Orchestrated the execution of multiple high-impact global projects, ensuring alignment with critical application architecture goals
Collaborated with stakeholders to align project objectives with priorities, optimizing resource allocation and project timelines
Employed project management tools (JIRA, TFS, Azure Dev Ops, Pipefy, ServiceNow) to streamline operations and processes
Engineered automated solutions for middle and back-office processes, achieving a 15% reduction in support hours
Successfully executed pivotal capital projects, expanding RGA's market reach into lucrative private markets
Negotiated cost savings of $5M+ on software and data contracts, reinvesting funds into innovative automation technologies
Developed automated applications, streamlining operations and generating headcount savings for middle and back-office teams
Guided staff through periods of organizational change, maintaining morale and engagement during transitions.
Managed a diverse team of professionals, fostering a collaborative work environment for increased productivity.
Director, Business Analyst
Reinsurance Group of America
Administrated daily operations and processes for complex investment projects by serving as a technical and business leader, driving successful delivery through meticulous requirement gathering, resource optimization, and proactive issue resolution
Cultivated a high-performance team culture by providing ongoing mentorship, development, and empowering leadership
Implemented a robust vendor management framework, centralizing procurement and reducing operational costs
Designed and executed a production support model, ensuring seamless operations for critical middle and back-office applications
Spearheaded process optimization and system enhancements across Aladdin, Markit EDM, IDW, and Investment Reporting
Demonstrated excellent interpersonal and negotiation skills by serving as the strategic data liaison with crucial vendors (BlackRock, Thomson Reuters, Bloomberg, Princeton Financial/State Street Global Exchange), securing optimal data solutions and pricing
Lead Financial Systems Accounting Analyst
AEGON USA
Company Overview: Investment Division
Ensured the precision and reliability of data generated by critical systems (PAM, Aladdin, Eagle), safeguarding financial integrity
Steered operations for production and test environments, optimizing efficiency through automation and manual interventions
Pioneered innovative accounting solutions for intricate transactions within PFI, enhancing financial accuracy and compliance
Developed and maintained sophisticated custom reports to provide actionable insights for strategic decision-making
Leveraged data analytics to streamline processes while directing vendor collaborations to rectify system flaws and issues
Transformed business needs into technical requirements, driving successful IT project implementation
Executed the strategic vision for Asset Operations' Business Technology Support & Middle Office, driving business growth and success
Demonstrated exceptional financial stewardship and leadership, exceeding operational targets while mitigating risk
Exhibited excellent leadership skills by directing a team of 8 financial and technical analysts to achieve operational excellence
Investment Division
Maintained up-to-date knowledge of accounting regulations, industry standards, and best practices through continuous professional development activities.
Enhanced financial accuracy by conducting thorough analysis and reconciliation of accounts.
Tax Accountant II
AEGON USA
Company Overview: Corporate Division
Spearheaded the creation, review, and reconciliation of complex investment tax reports, ensuring accuracy and compliance
Delivered critical tax investment data to multiple business units, facilitating informed decision-making and strategic planning
Architected, implemented, and maintained the Tax Investment Database (TIA) tracking application, optimizing database performance, streamlining service requests, and significantly improving data accessibility and data accuracy
Corporate Division
Education
Master of Science - Financial Technology
Fairfield University
Fairfield, CT
05-2026
MBA -
Fairfield University
Fairfield, CT
05-2026
Bachelor of Arts - Accounting, Minor in Economics
University of Northern Iowa
Cedar Falls, IA
05-1992
Skills
Agile Development
IT Management
IT Risks
IT Strategies
Information Systems
Portfolio Management
Talent Development
Contract Negotiations
Project Delivery
Procurement
Business Cases
Productivity Tools
Accounting
Financial Systems
Business Analysis
People Management
Project Management
Business Forecasting
Data Management
Financial Operations
Vendor Management & Relations
Leadership & Collaboration
Effective Problem-Solving
Strategy Planning & Implementation
Continuous Process Improvements
Data Strategy
Agile & Waterfall Methodologies
Tableau
Power BI
Microsoft Office Suite
Bloomberg
BlackRock Aladdin System
PAM For Investments
Markit EDM Platform
Program management
Strategic planning
Operations management
Budgeting and financial management
Staff management
Relationship building
Program leadership
Compliance and regulations
Operational planning
Profit and loss statements
Business administration
Vendor relations
Certifications Training
Graduate-Level Classes in Management Information Systems, Mt. Mercy University, Cedar Rapids, IA
Fellowship, Life Management Institute (FLMI) Program, Life Office Management Association (LOMA)
Lean Six Sigma, Green Belt – The Council for Six Sigma Certification
Languages
Spanish
Limited Working
French
Elementary
Timeline
Executive Director, GFS Marketing and Transaction Manager
Reinsurance Group of America
Executive Director, Investments Systems Administration
Reinsurance Group of America
Director, Business Analyst
Reinsurance Group of America
Lead Financial Systems Accounting Analyst
AEGON USA
Tax Accountant II
AEGON USA
Master of Science - Financial Technology
Fairfield University
MBA -
Fairfield University
Bachelor of Arts - Accounting, Minor in Economics
University of Northern Iowa
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