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Work Background
Director, Client Experience
Madan+AssociatesDirector, Client Experience
Jan. 2025
Special Advisor
Austin Ice BatsSpecial Advisor
Sep. 2024Austin, Texas, United States• Coordinated billet families for players, ensuring a supportive environment for their development and success. • Assigned suitable families to house players, fostering a sense of belonging and community within the team. • Played a key role in fostering a positive environment for players both on and off the ice.
Firm Selection
Lion StreetFirm Selection
Aug. 2022 - Mar. 2025Austin, Texas Metropolitan Area
Business Development Consultant
Trilogy Actuarial Solutions LLCBusiness Development Consultant
Apr. 2022 - Aug. 2022Austin, Texas, United States
Board Member
AUSTIN METRO HOCKEY ASSOCIATIONBoard Member
Dec. 2020 - Dec. 2021Austin, Texas, United States
Vice President
illustrate incVice President
Jun. 2020 - Apr. 2022Austin, Texas, United StatesMy primary role with Illustrate, Inc is to help Life, Health and Wealth companies and distributors select, implement, elevate and enhance the technology they use to go to market. From quoting and illustration tools to cutting edge mobile apps and e-Application technology, illustrate is ready to help move the industry toward a long-overdue, full spectrum Digital Transformation.
Senior Financial Services Manger
SynovusSenior Financial Services Manger
Feb. 2020 - Jun. 2020Austin, Texas Area
Sales Consultant
Perardi DevelopmentSales Consultant
Dec. 2019 - Jun. 2022Austin, Texas AreaProject-based consulting role with quickly growing commercial real estate company.
Regional Vice President
Protective LifeRegional Vice President
Apr. 2018 - Nov. 2019Austin, Texas
Firm Development
Lion StreetFirm Development
Mar. 2013 - Apr. 2018Austin, Texas AreaAssist HNW life producers/advisers in product selection and implementation of advanced case designs and strategies. Design tools to help same make sound product and design choices. Design and present training on both product and case designs.
Regional Marketing Specialist (External Wholesaler)
The HartfordRegional Marketing Specialist (External Wholesaler)
Sep. 2011 - Mar. 2013MinnesotaHelp financial advisors understand the value of and incorporate life insurance into their product mix. Offer concepts and words that work to help make the introduction of new product offerings simpler and more effective.
Senior Internal Wholesaler
Minnesota LifeSenior Internal Wholesaler
Jul. 2009 - Sep. 2011St. Paul, MNDrove life insurance sales efforts in multiple territories, worked for lengthy periods without an external partner. Developed strong relationships and a flexible, high value new advisor training program for my firms to use in guiding their new hires to offer life insurance more often. Internal Wholesaler of the Year, 2010
Regional VP/External Wholesaler/Internal Wholesaler
AllianzRegional VP/External Wholesaler/Internal Wholesaler
Jan. 2004 - Dec. 2009Various positions, mostly in a wholesaling capacity for life insurance, variable annuities, fixed annuities and LTCi.

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