Thomas - CEO - USA - iCEO #64864

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Thomas's Profile

iCEO #64864

Position: CEO

Nationality: USA

Experience

A highly accomplished senior executive with a successful track record leading organizations as well as overseeing increasingly complex and high-profile corporate initiatives spanning the United States, Canada and Mexico for a major leader in the financial services/insurance industry.

Major Achievements

Led a $35 billion retirement business serving 1.3 million individual customers and 4,500 institutional points of contact. Transformed two traditional retirement distribution organizations into an efficient, profitable and productive advice at the worksite Company. Background also includes serving as Chief Financial Officer for a Canadian line operation with 1,800 employees and $8+ billion in assets under management. Known for orchestrating high-impact strategic initiatives, involving the structuring, negotiating and integrating of M&A transactions.

Industry Sector Competencies

Systems Integration

Financial Services

Financial Services

Financial Services

Private Equity

Professional Objectives

Function: CEO, COO, CFO

Sector: Multiple

Interim Manager: Yes

Permanent Position: Yes

Consultant: Yes

Availability: Full time

Prefered Locations: Depends on Assignment

Additional Professional Interests

Non executive director assignments

Countries Covered

Canada

USA

Operational Competencies

Technologies to market (Professional)

Business development (Expert)

Acquisition and shadow management (Expert)

New product or service launch (Expert)

Company rescue or turnaround (Expert)

Close down or sell off (Expert)