Canada
I help insurance organizations build products, distribution strategies, and growth models that actually translate into adoption, retention, and long-term revenue. Over the past 15+ years, I’ve worked at the intersection of insurance product strategy, multi-channel distribution, advisor enablement, and customer behavior—helping carriers, affinity organizations, MGAs, bancassurance networks, and wealth platforms turn strong ideas into measurable business growth. Some highlights across my career: • Scaled a national insurance portfolio from $61M to $125M+ • Improved client retention to 93%+ through stronger customer alignment and service models • Increased product adoption by 35%+ and delivered 30%+ YoY growth through advisor enablement and positioning strategies • Achieved 57% territory growth by refining product-market fit and distribution execution What I bring: • Product and distribution strategy grounded in real market insight • Deep understanding of advisor behavior, client engagement, and insurance growth dynamics • Experience partnering across underwriting, actuarial, compliance, operations, and sales leadership • Strong track record building scalable distribution models across MGA, broker, bancassurance, affinity, and wealth channels • Operational discipline balanced with innovation, digital enablement, and customer-centric thinking I’ve worked across: → Captive agency and advisor models → Independent brokers and MGAs → Bancassurance and creditor insurance channels → Affinity and professional association programs (OMA Insurance, MD Financial/CMA, Lawyers Financial/CBIA) What interests me most today: • Building modern, customer-centric insurance and wealth solutions • Leadership roles where product, growth, operations, and distribution intersect • Strategic transformation, advisor enablement, and market expansion initiatives Currently open to executive and leadership opportunities across North America, Europe, the Caribbean, and select international markets (remote, hybrid, or relocation). If you’re working on growth, distribution, product innovation, or transformation in insurance or wealth services, I’d be happy to connect.
Lead national initiatives supporting advisor-facing distribution teams across multiple channels, including wealth management, bancassurance, and independent advisors. Key contributions include: • Partner with sales leadership, underwriting, compliance, and operations to strengthen insurance integration within holistic financial planning models • Translate field and distributor insights into product positioning and service improvements • Support reporting and technology initiatives that enhance advisor engagement and territory management • Align product strategy with evolving client planning needs and advisor practice models
Managed a complex MGA/AGA territory and served as primary relationship lead for top-producing advisors and regional leadership teams. Helping Advisors Grow Insurance Within Wealth Practices: Client segmentation Planning conversations Pipeline management Cross-selling insurance solutions Full accountability for driving advisor effectiveness, revenue growth, client engagement, and regulatory compliance Oversee the management of advisor production agreements in the APEXA licensing platform, including training branch administration on supporting advisors with licensing requirements. Key responsibilities included: • Developing and executing structured territory plans to drive life insurance sales growth • Supporting advisors with advanced case design, planning strategies, and product positioning • Strengthening relationships with MGAs and advisory firms to expand distribution reach • Coordinating closely with underwriting, compliance, and service teams to resolve complex cases
Managed a complex MGA/AGA territory and served as primary relationship lead for top-producing advisors and regional leadership teams. Key responsibilities included: • Developing and executing structured territory plans to drive life insurance sales growth • Supporting advisors with advanced case design, planning strategies, and product positioning • Strengthening relationships with MGAs and advisory firms to expand distribution reach • Coordinating closely with underwriting, compliance, and service teams to resolve complex cases
Managed national life and health insurance portfolios serving professional advisory networks. Highlights: • Led operational improvements to increase efficiency across insurance programs • Strengthened compliance alignment and risk management oversight • Directed internal process improvements to support program scalability Served as the national product lead for insurance and financial services within a member-driven organization supporting the legal profession. Oversaw all aspects of life and health insurance program operations - from vendor relationships and compliance to product evolution and customer experience. My mandate included aligning operations with strategic objectives, managing regulatory and risk considerations, and enhancing value for association members through improved servicing and product delivery. Identified key opportunities for differentiated and innovative marketplace offerings, developed proposals to assist advisors/brokers with marketing and product positioning; conducted due diligence and product approvals for new/existing programs. This role furthered my passion for delivering tailored, value-based insurance programs within professional affinity markets.