Over 25 years’ experience as a banker to the insurance industry and completed over 100 transactions over the course of his career.
Prior to Vantage, 15 years at Dowling Hales as a sell-side advisor. Prior to Hales, was with Fox-Pitt, Kelton focusing on M&A and capital raising for insurance and healthcare companies. Prior to FPK, was with Deutsche Bank AG and the Federal Reserve Bank of New York.
BA – Economics & International Relations, Colgate University MBA – Columbia Business School
Over 20 years’ experience building several financial services companies, with extensive focus on insurance distribution and asset/wealth management.
Spent over 10 years at National Financial Partners focusing on M&A (closed over 75 deals worth in excess of $700 million) and strategic initiatives/growth opportunities. Also served as Director of Corporate Development for BroadStreet Capital Partners.
BA – Economics, Union College MBA – Columbia Business School
Over 20 years’ experience in the international banking, insurance and real estate sectors with a focus on finance, treasury product development and corporate M&A.
Prior to Vantage, five years at Willis Towers Watson in London as Finance Director for the Human Capital & Benefits Division and CFO and Board Member of Towers Watson Ltd.
Prior to WTW, eight years at Bank of America as a Senior Product Manager in Global Treasury Services in London and Finance VP in Charlotte, NC. Prior to Bank of America, five years at AEGON with roles in investor relations and corporate M&A.
BA – Economics, Rotterdam, The Netherlands
MBA – University of Portsmouth, UK
Over 15 years’ experience spearheading strategy and operational planning and execution, driving profitability and financial performance with extensive focus on insurance distribution.
Prior to Vantage, 11 years at Marsh & McLennan Agency as SVP, Head of Strategy focusing on strategy, operations, technology, innovation and M&A.
Prior to MMA, Consultant with PricewaterhouseCoopers focusing on strategic project development and implementation for the Government of India.
B.Eng. – Electrical Engineering, Delhi College of Engineering
MBA – Darden School of Business, University of Virginia