| 1998 – 2008: |
Marsh & McLennan Companies
2005 – 2008: Head of Global Compliance Training
Director, New York
- Developed compliance training mandated by Settlement Agreement
- Delivered training to more than 50,000 employees in over 100 countries
2002 – 2004: Head of Mercer Securities, a division of MMC Securities Corp.
Division Head, New York
- Developed, supervised integrated M&A advisory and consulting practice
1998 – 2001: Head of Insurance Advisory Group
Managing Director, New York
- Created insurance M&A advisory practice
- Generated $12 million in revenues; profitable after six months
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| 1978-1997: |
JP Morgan Guaranty Trust Company of New York
1996 - 1997: Investment Officer, J.P. Morgan Capital Corporation
Managing Director, New York
- Identified, researched, invested in venture stage U.S. and international companies
- Restructured unsuccessful portfolio companies and related investments
1993 - 1995 Group Head, Mergers and Acquisitions, J.P. Morgan Securities
Managing Director, New York
- Completed three divestitures acting as advisor to J.P. Morgan Chairman
1989 - 1992: Co-Head, European Mergers and Acquisitions, J.P. Morgan Securities
Managing Director, London
- Originated, led first European privatization mandate
- Marketed, executed first European defensive mandate
- Managed team of 60 professionals in five countries
1988 - 1989: Head, French Mergers and Acquisitions, J.P. Morgan Securities
Managing Director, Paris
- Adapted U.S. M&A technology to French business environment
- Advised Elf Aquitaine S.A. on acquisition of Orkem, S.A.
1983 - 1987: Mergers and Acquisitions, J.P. Morgan Securities
Vice President, New York
- Developed shareholder value approach to M&A transactions
- Led execution of acquisition, divestiture, and fairness opinion assignments
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