Leads one of the largest financial institutions in Iowa, overseeing strategic direction, enterprise growth, governance, regulatory engagement, risk management, and organizational performance. Provides leadership for more than 600 employees while working closely with the Board of Directors, regulators, auditors, and executive leadership teams.

Key Contributions

• Grew deposits from $3 billion to $9 billion within five years.
• Increased annual net income from approximately $30 million to more than $120 million.
• Led acquisition and integration of Wells Fargo’s Institutional Trust and Custody business, adding $600 billion in assets under administration and $2.5 billion in deposits.
• Directed the launch of a digital wealth management subsidiary that has grown to more than $1 billion in assets under management.
• Guided the organization through multiple regulatory, economic, and business cycle transitions while maintaining growth and profitability.
• Fostered a culture centered on transparency, accountability, talent development, and long-term value creation.

Recruited to strengthen financial performance, improve strategic alignment, and support long-term growth initiatives.

Key Contributions

• Increased deposits from $2 billion to $3 billion, representing 50% growth over three years.
• Partnered with executive leadership and the Board on growth-focused strategic initiatives.
• Directed capital management, financial planning, and performance reporting.
• Expanded organizational capabilities through enhanced risk management and investment management practices.
• Helped establish the foundation for the bank’s subsequent growth and expansion.

Leads a Delaware-chartered trust company serving as trustee and custodian for retirement plan businesses with approximately $1 trillion in combined assets under administration. Responsible for strategic alignment, fiduciary oversight, regulatory engagement, and operational performance.

Key Contributions

• Oversaw acquisition and integration activities adding approximately $200 billion in assets under administration.
• Strengthened strategic alignment between Principal Trust Company and Principal Bank.
• Helped position the combined organization among the largest trustee and custodian platforms in the United States.
• Maintained effective relationships with regulators, auditors, executive leadership, and governing boards.
• Oversaw fiduciary operations supporting retirement and institutional clients nationwide.

Provided financial leadership, strategic planning support, and operational oversight for a regulated trust company.

Key Contributions

• Partnered with executive leadership on long-term strategic planning and growth initiatives.
• Improved financial reporting, expense management, and operational consistency.
• Enhanced organizational effectiveness through enterprise-wide best practice implementation.
• Supported leadership development and talent mobility across the broader organization.

Provided financial leadership for a broker-dealer and registered investment advisory business supporting a nationwide advisor network.

Key Contributions

• Directed financial reporting, capital management, and business performance initiatives.
• Modernized advisor compensation processes and operating models.
• Improved advisor experience and strengthened advisor recruitment and retention efforts.
• Helped align business operations with industry best practices and long-term growth objectives.

Provided financial leadership for a broker-dealer and registered investment advisory business supporting a nationwide advisor network.

Key Contributions

• Directed financial reporting, capital management, and business performance initiatives.
• Modernized advisor compensation processes and operating models.
• Improved advisor experience and strengthened advisor recruitment and retention efforts.
• Helped align business operations with industry best practices and long-term growth objectives.

Held actuarial roles supporting product development, pricing, reserve valuation, and financial modeling across multiple business units.