strategic advisory
Your actuarial, financial, and technical teams do brilliant work — but even the best insights can fall flat without clear messaging, aligned stakeholders, and leaders who communicate with confidence.
As a strategic advisor, I help organizations build stronger teams, sharper stories, and better decision-making at every level.
Together, we connect the dots between rigorous analysis and clear, compelling narratives that resonate with boards and senior leadership.
How I Support Organizations
Typical ways I partner with clients include:
✔️ Advising actuarial and financial leadership teams on organizational structure, process improvement, and alignment with corporate goals
✔️ Facilitating team strategy sessions and offsites to clarify priorities and foster collaboration
✔️ Developing internal communication habits and leadership practices that cascade clarity through the team
✔️ Helping technical teams craft clear, compelling stories for board presentations and executive updates
✔️ Acting as a trusted sounding board for Chief Actuaries, CFOs, and senior leaders navigating complex change
Who It’s For
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Health plan and insurance organizations seeking stronger alignment between technical teams and the broader business strategy
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Actuarial, financial, and data leaders who want clearer, more persuasive communication with executives and boards
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Companies navigating growth, restructuring, or leadership transitions that need a trusted advisor to bridge technical and business priorities
How It Works
Advisory engagements are flexible and built around your needs. Options include:
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Short-term projects focused on a specific strategic initiative, team realignment, or board presentation
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Fractional advisory support with regular check-ins, coaching for leadership teams, and real-time feedback
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On-demand facilitation of strategy offsites, leadership retreats, or cross-team communication workshops
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Every partnership starts with a conversation to define goals and ensure the right fit.
Let’s Talk
Want a strategic partner to help your actuarial or financial teams align, communicate, and lead more effectively?
Contact me to discuss how we can work together.