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Work Background
LIMRAVice President, Commercial Research
Sep. 2014 - Sep. 2017Windsor, CTTurning around a business unit is always a challenge. By working across the organization, and developing a strong team, we were able to grow revenue over 50%. We looked at market needs, our capabilities and resources to develop the leading life insurance customer experience benchmark. Recognizing the power of big data, we also worked across the LIMRA organization and partnered with the Life Insurance Council to architect and build the leading life insurance profitability dashboard for the small to mid sized company life carriers. In addition, by gaining a better pulse of the marketplace and repositioning our services, we were able to grow the traditional custom market research platform, and maintain the revenue of the life insurance and annuity client assurance programs.
Pulse LogicManaging Director
Jan. 2005Concord, MARecognizing the power of market research and data, Pulse Logic continues to build a business helping customers achieve their business goals. Our work includes partnering with LIMRA on joint research studies, and building and delivering life insurance profitability analytics. We also work independently to deliver our clients the market data and intelligence to aid their most important strategic decisions. Our strengths include surveying and interviewing financial advisors from our extensive data base, using data to provide meaningful benchmarks and analysis, and delivering the answers our clients require on time.
Transamerica Retirement ServicesSenior Vice President
Jan. 1991 - Jan. 2004Finding the best talent paid off. When promoted to manage national sales and marketing, I pursued the best talent to pull together a team of the best. And it paid off. Our sales for five years grew at an average year over year pace of 35%, while the market moved along at a 12% average. Prior to the national role, I managed our sales team in the northeast. When I started, we contributed just 25% of the company's sales. Four years later, while sales nationally grew 22% year over year, we lapped the other regions accounting for over 55% of national sales.
Mutual Benefit LifeRegional Director of Pensions
Jan. 1983 - Jan. 1991
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