Simon Walsh

I love making things easier with technology. In 2022 we closed a record $13.2B in sales - more than double 2021 - while reducing staff (with no layoffs). That was the result of 8 years of technology upgrades, process improvements and moving people to better work with brighter futures. As COO for New York Life’s annuity business I link marketing, sales and service on Salesforce and other low-code CRM platforms. I also lead customer service and our distribution network of 300 banks and broker-dealers. My 20+ year career at NYL, UBS and E*TRADE includes COO and CMO roles, P&L oversight, a background as a journalist and floor trader, and broad experience in a range of critical functions: digital transformation, marketing, sales, service, P&L management, CRM, Salesforce, cloud-based integrations, process improvement, customer experience, product development, and team building. I'd love to add connections interested in promoting tech careers to under-represented groups.