Director
Donnelley Financial Solutions (DFIN) is a leader in risk and compliance solutions.
In my role as a Producer at Lockton Companies, I assist companies in all stages of life but have a direct focus on organizations growing through M&A or who are on a strategic path to go public. As the world’s largest privately owned, independent insurance broker, Lockton serves more than 65,000 clients across six continents with risk management, insurance, employee benefits consulting and retirement services. Prior to joining the insurance industry, I was a Director at Donnelley Financial Solutions where I worked with companies ranging from start-ups to Fortune 100 organizations looking to grow through mergers & acquisitions or on a path to become publicly traded. I was also the Managing Partner at the Fishbowl Agency, a full-service marketing agency that supports companies looking to grow their business through strategic initiatives. I have held varying positions in leading investment and financial organizations such as CLS Partners and Merrill Lynch, as well as pharma companies Bristol-Myers Squibb and J&J. I am a proud graduate of the University of Mississippi (Ole Miss) with a BBA in Marketing and a minor in Management and Spanish.
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