Serving as Chair of the Underwriting, Reserving, and Risk Committees and member of the Investment and Remuneration Committees. Best Doctors Insurance is a leading international health insurer across Latin America, the Caribbean, and Canada, offering high-quality plans with a focus on access to top-tier global healthcare.

Chair of the Finance, Public Affairs, and Jewish Community Relations Committees. Oversight of financial governance, a $48M capital campaign, and strategic alignment across nonprofit and for-profit initiatives. Collaborate with auditors and leadership to ensure transparency, fiscal integrity, and mission impact.

Advise the CEO on strategic growth and business development for executive education programs delivered in partnership with top-tier universities and Fortune 500 corporations.

Redefined company strategy and forged new partnerships with global insurers to embed critical illness services. Opened offices in Hong Kong and Shanghai, recruited a senior leadership team, and reversed stagnation during the pandemic. Oversaw strategic direction, financial operations, and international expansion.

Advised the Group CEO on strategy, divestment, and integration. Identified underperforming units, achieving a $200M profit lift and reducing headcount by 2,000 through restructuring and consolidation of profitable entities.

Led operations in 21 countries across Asia Pacific and Latin America, reporting to the Group CEO and Board. Drove GWP from $1B to $1.8B and cut $20M+ in annual expenses through strategic integration and organizational realignment. Delivered turnaround of global credit and surety business and restructured underperforming LATAM operations.

Oversaw 15-country regional insurance operations. Implemented growth strategy resulting in $750M annual premium and $25M profit. Strengthened profitability and reduced combined operating ratios below industry benchmarks.

Directed life, non-life, and asset management operations in 14 countries. Delivered $10B in GWP and $500M+ PBT. Member of the International Executive Committee; drove innovation across 200,000+ distribution channels including agents, brokers, and digital platforms.

Led HSBC’s global insurance and retirement services across 52 countries with 11,000 staff. Delivered $3.3B profit on $15B in premiums and $150B in AUM. Member of the Executive Committee and various subsidiary audit and risk committees.

Directed insurance and retirement operations across 19 countries. Spearheaded acquisitions in China and Vietnam growing valuations from $2.3B to $8B. Increased regional profits from $300M to $1.6B, transforming HSBC into the region’s top bancassurer.

Led the global “20/20” strategy to align insurance products with 20% of group customers and deliver 20% of pre-tax profits. Oversaw strategic development, global product plans, and groupwide platform implementations across MENA, Canada, Bermuda, and the Caribbean.