
Strategic leader with over two decades of experience driving growth and transformation in the high-net-worth insurance market. I've built and scaled business lines from the ground up, most recently leading strategy, planning, and distribution support for a national private client segment that has surpassed key growth milestones through consistent year-over-year performance and strong client retention.
My work spans business strategy, operational transformation, L&D, sales enablement, data analytics, and leadership development. I’ve led major initiatives including the implementation of Salesforce and Tableau, development of client segmentation models, launch of a dedicated client service center, and the creation of learning and coaching frameworks to elevate performance.
I lead with a hands-on, client-focused mindset in fast-paced, evolving environments. Whether optimizing referral pipelines across business units or building collaborative, high-performing teams, I focus on turning complexity into clarity and strategy into execut ion.
Led strategic planning and execution for a national high-net-worth client segment, supporting major growth in premium volume and market share.
Designed and delivered multi-year growth strategies, distribution models, and performance frameworks aligned with enterprise priorities.
Built the operational foundation for the segment, including a client-focused service center and compliant, auditable processes.
Implemented Salesforce and Tableau to improve sales management, performance analytics, and operational decision-making.
Developed and launched client segmentation strategies to enhance service experience and drive retention.
Strengthened internal referral networks across wealth management, travel, and investment lines.