A senior financial services executive with more than 35 years of experience across banking, insurance, annuities, investments, and wealth management platforms, she brings expertise in product strategy, distribution, operations, compliance, and regulatory environments. Her career includes executive leadership roles overseeing life insurance, annuity, and investment platforms, where she directed product development, marketing, operations, risk management, and multi-channel distribution while maintaining profit-and-loss responsibility and supporting revenue growth across advisory and broker-dealer networks. She has also contributed to merger integrations and enterprise-level transition initiatives involving broker-dealer consolidations, client asset migration, operational restructuring, and advisor retention strategies.

Her background combines executive leadership with earlier actuarial, sales, strategic planning, and financial analysis experience, along with consulting work advising banks, broker-dealers, insurance companies, universities, and nonprofit organizations on insurance product strategies, governance, operational processes, and distribution practices. Earlier in her career, she served in actuarial, product marketing, sales management, and strategic planning roles involving life insurance, annuities, reinsurance, underwriting, financial reporting, and merger-related analysis. She also provides expert witness services in financial services matters and serves as a FINRA arbitrator in industry dispute resolution proceedings. Her professional affiliations and credentials include Fellow of the Society of Actuaries (FSA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Member of the American Academy of Actuaries (MAAA), and National Association of Corporate Directors (NACD) training involvement.