• Global Financial Institutions Group, Director

    SMBC (New York, NY)
    …solutions to clients within the following industry sectors: Banks and Broker Dealers, Regulated and Alternative Investment Managers and Funds, Insurance Companies ... wide range of products, including Capital Markets (DCM, ECM, ABS, CLOs), Sales and Trading (Equities & Fixed Income), FX/Derivatives, Trade Finance, Structured… more
    SMBC (07/09/25)
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  • Voluntary Business Cross Sell Optimizer

    CVS Health (Hartford, CT)
    …Create joint value prop messaging for our valued plan sponsor and broker partnerships. When feasible, leverage our existing Medical relationships that align with ... Develops and executes a comprehensive strategic plan which results in increased sales and maximized profitability by expanding penetration of existing products and… more
    CVS Health (07/02/25)
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