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Big Data • Fintech • Information Technology • Insurance • Financial Services
Leads the strategic direction of Institutional Insurance Operations, Quantitative Consulting, and Business Systems Consulting. Oversees client and advisor experience, conservation and in-force strategies, business planning, performance metrics, automation, service enhancements, and cross-functional initiatives. Partners with Sales, Product, Legal, Compliance, Finance, Technology, Underwriting, and other leaders to improve scalability, retention, profitability, operational excellence, and client value across BOLI, COLI, and ICOLI businesses.
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