Experience29+ Years
LevelCXO
Executive Overview
As Chief Financial Officer I am responsible for leading WTW’s global finance organization, including accounting and reporting, investor relations, tax planning, treasury and mergers and acquisitions. I have over 25 years of diversified financial leadership experience, including M&A / strategic investing, treasury and accounting. Before re-joining WTW in 2021, I served as Chief Financial Officer of AssuredPartners. Prior to that I was the Global Treasurer and Head of M&A at WTW. I am focused on building a world-class team that is empowered to effect change, operational excellence, continuous improvement, disciplined financial management, strategic capital allocation and value creation for all stakeholders.
Career Timeline
- WTWCurrentSep 2021–Present· 5 yrs
- Group Chief Financial OfficerCurrentSep 2021–Present
- Feb 2021–Sep 2021· 7 mos
- Group Chief Financial OfficerFeb 2021–Sep 2021
- Jun 2009–2021· 11 yrs 7 mos
- Global Treasurer and Head of M&AJun 2018–2021
- Director, Mergers and Acquisitions2012–Jun 2018
- Senior Vice President - Willis Towers Watson SecuritiesJun 2009–Jun 2012
- Oct 2003–Jun 2009· 5 yrs 8 mos
- PrincipalOct 2003–Jun 2009
- Jul 2002–Oct 2003· 1 yr 3 mos
- AssociateJul 2002–Oct 2003
- Aug 1997–Aug 2000· 3 yrs
- Senior AssociateAug 1997–Aug 2000
Education
B.S.
Cornell UniversityMaster of Business Administration (M.B.A.)
Cornell Johnson Graduate School of ManagementExecutive Relationship Map
Reports To
Andrew Krasner
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer
Skills & Expertise
Investment BankingFinancial RiskSecuritiesFinancial AnalysisCorporate FinanceTreasuryTreasury ManagementFinancial ModelingMergers & AcquisitionsFinanceValuationBusiness TransformationDue DiligenceCapital StructurePrivate EquityFixed IncomeInvestmentsInsuranceCapital MarketsUnderwriting