Founded and lead RBIQ, a strategic risk advisory firm focused on helping organizations improve decision-making, strengthen governance, and enhance operational resilience through practical risk management solutions. Provide executive-level advisory services across enterprise risk management (ERM), insurance program administration, claims governance, operational risk, business resilience, and risk transformation initiatives. Partner with business leaders to identify, assess, prioritize, and mitigate risks while aligning risk management activities with strategic objectives and operational performance. Key areas of focus include: Enterprise Risk Management (ERM) Program Design & Maturation Risk Governance & Oversight Frameworks Strategic, Operational, Financial & Emerging Risk Assessments Business Continuity & Organizational Resilience Insurance Program Administration & Cost of Risk Optimization Claims Governance, TPA Oversight & Claims Administration Risk Reporting, Metrics, KRIs & Executive Dashboards Risk Workshops, Executive Facilitation & Leadership Enablement Operational Process Improvement & Risk Transformation RBIQ's approach combines traditional risk management disciplines with practical business insights to help organizations make better decisions, improve accountability, increase transparency, and build sustainable risk management capabilities that support long-term growth and resilience.
● Drove the strategic direction and execution of risk management initiatives and enhancing risk oversight & governance for a publicly traded global travel marketplace & fintech with a $21B annual revenue stream, $117B market valuation, and 20,000 employees. ● Designed a universal risk management framework and governance structure, supporting business objectives, and driving sustainable growth across the organization's diverse portfolio of entities. ● Shaped automated risk monitoring tools and dashboards to improve risk visibility, streamline reporting processes, and empower senior management with data-driven decision-making capabilities. ● Collaborated with cross-functional stakeholders including Legal, Finance, FinTech, Operations, and Cybersecurity to establish risk management policies, processes, procedures aligned with industry standards and best practices.
● Spearheaded the design and implementation of an integrated ERM Program for a global SaaS organization with a $1B annual revenue stream and an $11B market valuation, leading a team of experts to ensure alignment with industry best practices and global standards. ● Implemented the organization’s ERM framework, establishing taxonomies and consistency across business units to streamline risk management processes and enhance risk comprehension throughout its ecosystem. ● Conducted comprehensive, data-driven risk assessments across all business units, identifying and prioritizing fourteen previously unaddressed risks with potential impacts exceeding $50M each. ● Enhanced risk data aggregation and reporting capabilities to provide senior leadership with timely and actionable insights, supporting informed decision-making and strategic alignment with organizational goals and objectives.
● Led ERM integration into strategic processes, business operations, resource allocations, and technological capabilities for a leading provider of customer relationship management software solutions & fintech, with $2B in annual revenue, a $14B market valuation, and 8,000 employees. ● Tailored the organization’s risk and internal control environment, implementing novel preventive, detective, and corrective measures to effectively manage risks, satisfy regulatory obligations, and support rapid growth objectives. ● Partnered with cross-functional business units including Product, Engineering, FinTech, and Operations to evolve internal controls, embed automated solutions into products, and implement advanced analytical tools for real-time monitoring of risks.
● Directed all aspects of ERM strategy and implementation for a U.S.-based publicly traded power & utility organization, with $550M in annual revenue, and a $13B market valuation. ● Developed and implemented a comprehensive ERM Program that optimized costs, resources, and decision-making processes. ● Established and chaired the organization’s ERM Committee, steering resource allocations for risk management efforts and reporting to the Board of Directors. ● Launched the organization’s Business Resilience Program, enhancing preparedness for high-impact uncertainties and improving preventative capabilities.
● Steered risk management efforts for one of the largest cities in the U.S., overseeing a vast infrastructure spanning 142 square miles, including fixed property, valuable assets, and a diverse fleet of 6,000 motor vehicles, heavy equipment, boats, helicopters, and emergency response units. ● Managed risk mitigation strategies for a workforce of 30,000 employees serving over 1.6 million residents and 40 million annual visitors, ensuring the protection of public assets and interests. ● Restructured and refined claim management operations to operate efficiently and effectively while maintaining compliance with statutory and regulatory guidelines, resulting in cost reductions and improved oversight. ● Developed comprehensive strategic and operational plans to achieve growth and cost management targets, focusing on metrics such as productivity, loss ratio, and loss adjustment expenses.
● Oversaw risk mitigation, regulatory compliance, insurance, and casualty litigation activities for private equity-owned sister companies specializing in rideshare technology and operating the largest commuter vanpooling organization in the U.S. ● Commanded the redesign and restructuring of the Risk Management Department, implementing efficiency measures to reduce costs and ensure effective oversight of risk-related activities. ● Headed the organization's ERM efforts to minimize uncertainties and mitigate residual impacts on business strategies, objectives, and goals. ● Enhanced engagement, relationships, and supervision with insurance partners, claim administrators, and vendors, resulting in improved efficiencies & cost reductions.