Multicultural and Bilingual Strategic Leadership

• Service on Executive Boards of Directors, guiding mission, vision, and long-term goals.

• Strategic leadership with corporate governance and defined business plans.

• Executive level support for international business units to define, prioritize, and execute strategic initiatives.

• Guide Executive Leadership teams in acquisitions in the US and Latin America.

• Assessment agility with internal and external environments to identify trends, challenges, and opportunities for performance improvement.

• Critical thinking and innovation design skills.

 

Innovation Management

• Executive roles managing staff in the US and abroad.

• Cultivate environments for creative thinking using state-of-the-art software.

• Implements best practices as part of corporate governance.

• Lead cross-functional teams to innovate, develop, and implement solutions.

• Monitor long-term KPI of financial service solutions and innovation concepts.

• Apply measurable improvements to the product life cycle and changes in market conditions.

 

Partnership and Collaboration

• Build and maintain strategic partnerships with key stakeholders.

• Collaborative positioning to enhance personalized approach to financial wellness.

• Participates in Latin America meetings with insurance regulators and other forums to learn about regulatory changes and new initiatives.

• Engage with local staff to gather insights and foster a collaborative approach to create innovative solutions.

 

Operational Excellence

• Assist in KPI development to monitor and oversee business performance and monitor strategic goal progress.

• Reinforce innovation culture and accountability through performance reviews and continuous improvement feedback.

• Implementation of best practices in strategic planning and innovation management for impactful results.

 

Leadership and Team Development

• Foster leadership, mentorship, and professional development opportunities for key staff. 

• Deliver offsite workshops for Leadership, Entrepreneurship, Strategy, and Business Innovation.

• Collaborate with other consultants to integrate expertise in-house to optimize team development.

• Adopt and reinforce diversity, equity, and inclusion of staff and peers, working across several cultures in the US and Latin America.

• Promote motivational and engaging team-building events and activities.

• Deliver strategic mindset workshop for future leadership team development.

 

Qualifications:

• Master of Business Administration (MBA).

• Leadership, Strategy, Critical Thinking, and Business Innovation training in senior level workshops at Harvard University and other universities in the US. 

• Professional certifications from the Society of Actuaries, and the American Academy of Actuaries.

• Actuary credentials in the United States.

• Board of Director executive leadership and management training.

• Management of diverse professional networks with over 30 years in the Financial Services Business.

• Professional and client testimonials (LinkedIn) of character and team collaboration.

• Fluency in English and Spanish, with presentation in both languages.

• Strong interpersonal and multicultural abilities to work globally.

• Commitment to building and maintaining strong and effective partnerships with peers, collaborators, and the community.