Chief Revenue Officer & Head of Distribution — Enterprise & Advisor Engagement - Bonsai - West Palm Beach, FL
(2025-04)
wealthtech platform delivering planning, investments, and insurance to financial institutions, RIAs, and advisors
- Designed and executed Bonsai's go-to-market strategy across enterprise and advisor channels.
- Built Bonsai's insurance distribution business from the ground up — stood up the IMO and Outside Insurance Desk (OID) platform, including carrier relationships, licensing and contracting, product shelf, and compensation architecture.
- Won and onboarded a regional bank with $14 billion in combined trust, wealth, and pro forma corporate assets, establishing Bonsai as the bank's end-to-end wealth management platform across planning, investments, and insurance.
- Worked hands-on across every core product build as an early-stage operator: financial planning software, the investment management platform, and the insurance IMO/OID.
Managing Director — Annuities - J.P. Morgan Private Bank - Palm Beach, FL
(2023-06 - 2024-12)
- Led the Private Bank's $1.4 billion annuity platform, increasing sales 1,350% and advisor adoption 340% year over year.
- Drove the platform's evolution from brokerage to advisory, aligning annuities with the Private Bank's HNW and UHNW advice model.
- Planned and executed a national roadshow across 12+ markets, personally presenting the annuity value proposition to 500+ advisors.
- Built the advisor-facing annuity pitch and case-management toolkit; led Private Placement Variable Annuity (PPVA) integration for UHNW clients.
Head of Annuities - First Republic Private Wealth Management - Los Angeles, CA / Remote
(2020-02 - 2023-06)
- Conceived and executed a modernized annuity platform integrated across brokerage and advisory; led a cross-functional team from concept to launch, increasing operational efficiency and revenue growth by 812%.
- Developed and led a national annuity literacy program that enrolled, educated, and certified 70% of advisors.
- Maintained 100% internal audit compliance with zero client complaints; the platform was retained and scaled through J.P. Morgan's acquisition of First Republic.
National Sales Manager & District Director - Allianz Life Financial Services - Minneapolis, MN
(2008-08 - 2019-04)
- Led a national wholesaling organization of five districts and 75 Regional Vice Presidents to $3.6 billion in annual annuity sales, exceeding sales, revenue, and expense goals at district and national levels.
- Reimagined the wholesaler value proposition as a consultative "Retirement Consultant" model through the 2008 financial crisis, retaining 100% of wholesalers.
- Named District Director of the Year for sales results, revenue and expense management, and employee development.
- Served as industry keynote speaker, radio guest, and published author on annuities, reaching audiences of 200,000+; chaired multiple field leadership councils.
Regional Vice President - Jackson
(1997 - 2008)
- Consistently ranked among Jackson's top-producing Regional Vice Presidents, earning multiple top sales achievement awards across individual and district-level territories.
- Co-developed an industry-leading variable annuity chassis that drove significant growth in annuity sales and set new market standards.
- Chaired multiple leadership councils representing field sales representatives.
