Company Info for alvarezandmarsal.com | IcebreakerMembers
Experienced Board Chair & NED - Building AI Solutions for Financial Services & Fintech, Regulated Board Member & Company Director, Chartered Accountant - FCA, UK Chartered Corporate Secretary (& Fellow CGI), US NACD Certified Director, ILA Certified Director - Luxembourg, UK Chartered Director & Fellow, Chartered Governance Professional & Fellow - UK Chartered Governance Institute, Chartered Banker & Fellow (FCBI), Fellow Inst. of Risk Management (CFIRM), Fellow Inst. of Directors (FIOD), Audit Chair, Risk Chair, Governance, Risk Management, Regulatory Compliance , Financial Crime expert (CAMS - CFT, AML, Sanctions), Audit & Financial Reporting Financial Services Director and Board Member. Expert in Banking Fintech, Asset Management, Private Equity, Insurance Regulatory, Risk management, Compliance, Credit Risk, Enterprise Risk Management, Market Risk, Treasury, liquidity & Capital Management.
FCA, FCCA, FCPA - Expert financial reporting, audit & controls professional with FCA, FCCA & FCPA professional accountancy qualifications.
Approved by CBI - Central Bank of Ireland as Board Chair (PCF 3), Board Member (PCF 2) & Chairs of Audit & Risk committees (PCF 4)) for regulated European financial services firms.
Approved Person (CF 23) by the Bank of England PRA - FCA to provide Controlled Function advisory services on Fixed Income, Capital Markets, Securities, Equity Capital Markets, Investment Banking and Corporate Finance.
Cayman regulated Board Member & Director - Cayman Islands Monetary Authority (CIMA) approved.
FCA - approved & regulated Board Chair - SMF9 - Chair of the Governing Body - The Financial Conduct Authority - UK 
Experienced sales and business executive that drives transformational growth across teams and organizations. Leads Go-To-Market Sales Enablement and Activation AI strategy for global sales organization. Deep experience leading multiple sales teams of various sizes and across multiple industries (Retail, CPG, Restaurants) partnering with Fortune 500 companies. Tech/Digital Media (search, video, display, programmatic), retail media, brand management and management consulting expertise. Experience in building and leading sales organizations through change management and developing vision and strategy to maximize growth and revenue. Passionate about DEI and is an Exec Sponsor/Co-Founder of Asian+ communities.
I have an MBA from the Kellogg School of Management and a BBA from the Ross School of Business at the University of Michigan.
Demonstrated leadership expertise in the following areas:
Sales, Strategy and Operations, Project Management, Change Management, Marketing, Product Development, Leadership, People Management, Innovation, Cross-Functional Stakeholder Management, Sales and Business Planning, Brand Management, Advertising, Financial Modeling, Business/Turnaround Strategy, Process Improvement 
A seasoned underwriting professional with a strong background in risk assessment, program management, and cross-functional leadership. I have successfully led underwriting teams and managed diverse books of business across property and casualty, workers’ compensation, and auto liability lines. With a proven ability to evaluate insurability, analyze complex risk factors, and implement data-driven decisions, I drive profitability and retention while ensuring compliance.
My experience includes managing vendor and carrier relationships, collaborating with sales teams and brokers to acquire new business, and cultivating strategic partnerships. Skilled in policy issuance, portfolio diversification, and regulatory compliance, I am committed to optimizing underwriting practices to enhance operational efficiency and financial performance.
With a proactive approach to risk management and process improvement, I continuously refine underwriting standards, streamline cross-departmental workflows, and mentor teams to elevate performance. Passionate about using data and strategic insights, I focus on delivering impactful, customer-centric solutions that drive long-term success. 
