
STRATEGIC PARTNERSHIPS | ENTERPRISE GROWTH | DISTRIBUTION STRATEGY
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Strategic partnerships executive with more than 20 years of experience leading enterprise business development, national distribution strategy, and commercial growth across insurance, retirement, wealth management, and financial services. Proven record of negotiating high-value enterprise agreements, building national distribution relationships, and aligning cross-functional teams around measurable growth. Enterprise-level responsibility includes partnerships supporting approximately $100 million in annualized weighted premium, more than $100 million in annual revenue influence, a $10 million+ partnership budget, and a national network of more than 60,000 financial advisors.
Director, Business Development at Foresters Financial (2017-01 – Present)
Lead enterprise partnership strategy, national distribution expansion, and business development initiatives; promoted from Senior Manager to Director in recognition of leadership, strategic impact, and commercial performance.
Founder, President & Owner at DEXAFIT of Tampa (2014-01 – 2016-12)
Founded, launched, and scaled a health and performance diagnostics company. Directed strategy, operations, finance, marketing, business development, and client acquisition; successfully positioned the company for acquisition and completed its sale to a national fitness organization.
Brokerage Life Sales Director at Mutual of Omaha (2007-01 – 2014-12)
Led business development and distribution strategy across a multi-state territory serving broker-dealers, financial advisors, financial institutions, and national distribution partners.
High Net Worth Insurance Specialist at Fifth Third Bank (2006-01 – 2007-12)
Partnered with wealth management leaders to deliver integrated insurance, estate, and retirement strategies for high-net-worth clients.
Regional Manager / OSJ - Registered General Securities Principal at Penn Mutual Life Insurance Company (2002-01 – 2006-12)
Led regional sales operations, advisor development, recruiting, compliance oversight, and business performance.
Master of Science in Financial Services – The American College of Financial Services