Chatham, Massachusetts, United States
Experienced chairman, CEO, president, executive committee member, public and private company director and trustee for national not for profit organizations and national charitable foundations. Former Harvard University Senior Fellow - Advanced Leadership Initiative, and author of Taking Stock 10 Life and Leadership Principles from My Seat at the Table. 30+ years of financial sector experience in banking, institutional asset management, wealth management, asset servicing, retirement, retail and institutional brokerage, trading, healthcare financial services, technology and all corporate services. Recognized for ability to drive outsized results by creating a compelling vision, building the strategy, aligning the resources, and executing the plan. Strong executive leadership and board credentials. A high energy, highly engaged servant leader who is committed to developing world class talent and effective organizations. Board related experience in strategy, governance, audit and risk management. Currently on the corporate boards of IRALOGIX, Prosper Marketplace, Inc., Infosel, OnePak, Fidelity Security Life Insurance Company, Fidelity Security Assurance Company, and ECCO Select (advisory). Currently on various not for profit boards including the Robert W. Plaster Charitable Foundation, the CMT Research Foundation - CMTRF (Board Chair), and the UMASS Dartmouth Foundation. Any opinions are my own.
As CEO of IRALOGIX, I lead our team in developing the preeminent BtoB white label provider of IRA services to our partners. Our partners include banks, broker dealers, insurance companies, mutual funds, corporations, and other organizations seeking the best comprehensive turn key solution in the industry.
Prosper was founded in 2005 as the first peer-to-peer lending marketplace in the United States. Since then Prosper has facilitated more than $20B in loans to more than 1,190,000 people. At Prosper we are all about Advancing financial well-being.
OnePak seeks to accelerate the transition to a more sustainable, circular economy through innovative, carbon-neutral logistics technologies.
At Infosel we focus on Investment intelligence for growth. We create data and information solutions, flexible and adaptable to the future for the financial development of people and organizations, with more than 30 years of experience.
Advisory Board Director