Bob MacDonald
Head of Strategy & Planning @Ameritas
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WORK HISTORY
Head of Strategy & Planning @Ameritas
Lincoln, NE, US
I lead the development and execution of multi-year strategic plans, aligning business priorities with market trends to deliver profitable growth, effective risk management, and operational transformation across product lines, distribution channels, and operations.
EDUCATION
Thompson Rivers University
Bachelor's degree
Doane University
Master's degree, International Business
The Wharton School
Executive Education, Securities Industry Institute (SII)
ABOUT BOB MACDONALD
As a strategic business leader with over two decades of experience in corporate strategy and development within financial institutions, I have a proven track record of solving complex challenges and accelerating growth. My expertise encompasses strategic planning, market analysis, financial modeling, and digital innovation.At Ameritas, working in close partnership with executive leadership, I shape long-term growth strategies, optimize capital deployment, and craft multi-year strategic roadmaps that positions the organization for success. My expertise includes conducting market analysis, competitive research, and strategic assessments to identify and evaluate new opportunities, including M&A, reinsurance, joint ventures, and partnerships. By leveraging financial modeling and competitive intelligence, I ensure informed decision-making that aligns with enterprise goals and delivers strategic returns.In my role as Head of Strategy & Corporate Development at Mutual of Omaha, I have aligned five autonomous business units under a cohesive enterprise strategy. I spearheaded the \"Vision 2050\" strategy, guiding long-term investments that have driven measurable financial and market success. Additionally, my leadership in M&A, partnerships, and capital allocation has resulted in a 3x market performance, double-digit revenue growth, and increased market share in key segments.Previously, as Managing Director of Enterprise Strategy at TD Ameritrade, I led enterprise-wide digital automation initiatives, reducing operational expenses by 30%, and played a pivotal role in executing the Scottrade acquisition and contributing to due diligence for the Charles Schwab merger.I am passionate about leveraging data-driven insights and compelling storytelling to drive corporate direction and deliver measurable results. I thrive in dynamic environments, leading high-performing teams to achieve strategic objectives and optimize performance.
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