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Insurance & Financial Services

Have contributed, over a sustained period of time, to the development of a number of outstanding management and professional teams in financial organizations.

Executive and professional staffing experience in the banking, investment, insurance, and brokerage industries. Staffing and search consulting experience on a domestic and international basis Citigroup/Salomon Smith Barney, The Hartford Financial Services Group, ING, PaineWebber/UBS, Fidelity Investments, Gulf International Bank, Aetna International, and Deloitte & Touche.

Familiar with all finance and controller activities including the asset and liability sides of financing as well as financial control, financial analysis, strategic analysis, financial planning, and internal audit. Significant experience in staffing and organization development of several worldwide controller organizations.

Significant international financial experience covering Europe, U.K., South America, and the Middle and Far East. Have completed numerous "global" searches.

Knowledgeable in investment organizations and activity through client experience in commercial and investment banking, institutional and retail brokerage, real estate investment management, and insurance investment organizations.

Industry experience includes:

Commercial Insurance
General Managemet
Special or National Accounts
Middle Market & Small Business Marketing
General Marketing
Loss Control

Banking and Finance
Pension and Annuities
Portfolio Management-Equity & Fixed Income
Marketing and Sales
Consumer Finance
Securities and FX Trading
Consumer Lending
Commercial Banking
Account Management
Commercial Finance
Global Investment Management

Brokerage/Private Client
Alternative Investments
Product Management
Credit and Lending
Functional Areas
Finance and Treasury
Accounting and Controllers
Marketing and Sales
Human Resources
Investment Management
Business and Strategic Planning
Corporate Relations
Management Information Systems
Operations and Administrative Support
General Management
Commercial Lending
Investment Banking
Real Estate
Merchant Banking
Venture Capital

Personal Lines Insurance
Underwriting and Marketing
Life-Marketing General Agent and Direct Sales