Teams at Protective Life

Lead enterprise treasury and capital markets activities, overseeing liquidity, funding, daily cash positioning, treasury governance, and process modernization. Partner across Finance functions to inform capital and liquidity strategy, represent Treasury to external stakeholders, manage integrations and acquisitions impacting treasury, and build high-performing treasury teams to support enterprise priorities.

Lead annuity wholesaling across Eastern Michigan, Detroit Metro, NW Ohio, and Indiana. Develop and execute regional business plans, build advisor and institution relationships, drive sales and activity goals, coordinate with internal wholesalers, and train and motivate distribution partners to achieve annuity production targets.

Design, develop, and deliver onboarding, upskilling, and performance readiness programs. Conduct needs assessments, create training materials and eLearning, evaluate learning effectiveness, and leverage learning technologies and AI tools to improve learner engagement and business outcomes.