I currently manage a group of accounts Strategic in the midwest. I have wide ranging experience in financial services including P&C Insurance, Banking and Capital markets.My biggest passion is making my clients successful and in the process being seen as a trusted advisor by them.
Specialties: Account farming/hunting. Account level business planning. Advisory Relationship building- Director to CIO level. Outsourcing strategy, engagement bootstrapping, multi-site project execution – strategy formulation and implementation. Business case formulation and proposal preparation. Life and P&C Insurance, Financial risk management, e-brokerages and Basel-II banking regulation.