Experience

Berkley Select (a Berkley Company)

• United States
• Insurance
• 1 - 100 Employee

• Chief Operating Officer

  • Nov 2019 - Present



NJM Insurance Group

• United States
• Insurance
• 700 & Above Employee

• Chief Financial Officer

  • 2016 - 2018

  Led the Investment, Accounting/Finance, Treasury, FP&A, Actuarial and Administrative functions for a $2B insurance entity. Accountable for all financial reporting and $7B in invested assets. Managed a staff of 300+ and reported to CEO and President. - Spearheaded an evaluation of the investment strategy. Identified the opportunity to significantly lift potential return and maintain risk level through improved asset allocation. - Oversaw the development of rates for all products, including the development of rates and products for expansion into additional states. - Reduced taxes paid by identifying tax planning strategies (e.g. utilizing Research & Development credits and accelerating contributions to retirement plans).



CUNA Mutual Group

• United States
• Financial Services
• 700 & Above Employee

• Chief Financial Officer

  • 2012 - 2016

  Initiated and led a 3 year transformation program replacing an outdated general ledger and establishing a financial data warehouse. Implemented new actuarial, risk management and analytical tools, and provided automated and improved financial reporting for the organization. Managed a staff of 200, and reported to the CEO. - Positioned the company to access the capital markets for potential debt offering by developing the strategy to optimize legal entity structure and seek rating from two additional external agencies. - Increased invested assets by establishing daily cash reporting within the Treasury function. - Board member of CMGMI - a joint venture private mortgage insurer supporting credit union lending. - Engaged the best talent in a challenging hiring market by establishing a college intern program for Finance. Expanded awareness on UW campus of career opportunities within Finance. Developed a pipeline for full-time direct hires.



CUNA Mutual Group

• United States
• Financial Services
• 700 & Above Employee

• Chief Actuary and Risk Officer

  • 2006 - 2011

  Accountable for championing the Enterprise Risk Management and Actuarial functions, leading a team of 80 professionals. - Identified and implemented an optimal structure for the Corporate Insurance and Reinsurance programs. - Formalized underwriting guidelines and authority levels for all lines of business. Established exposure management protocols. - Enhanced profitability by developing and implementing account level financial metrics. Accountable for championing the Enterprise Risk Management and Actuarial functions, leading a team of 80 professionals. - Identified and implemented an optimal structure for the Corporate Insurance and Reinsurance programs. - Formalized underwriting guidelines and authority levels for all lines of business. Established exposure management protocols. - Enhanced profitability by developing and implementing account level financial metrics.



Catlin

• Insurance
• 100 - 200 Employee

• Chief Underwriter (US operations)

  • 2004 - 2006

  Led the expansion of Catlin into the United States. - Managed M&A activities, successfully negotiated and closed an acquisition. Led the expansion of Catlin into the United States. - Managed M&A activities, successfully negotiated and closed an acquisition.



Fireman's Fund Insurance Company

• United States
• Insurance
• 400 - 500 Employee

• Chief Risk Officer

  • 1995 - 2004

  Reported to the CEO and was a member of the executive team that turned an underwriting loss of $1B into an underwriting profit of $250M over 3 years. - Collaborated with the CEO in the management of the operating businesses. Identified profit drivers and implemented quarterly scorecards with financial and non-financial metrics. - Established growth targets for profitable segments. Identified underperforming segments and led underwriting efforts (account level guidelines, exposure management and rate action) to remediate performance. - Negotiated the divestiture of a $300M operation and managed the transition. - Led the formation of a catastrophe management modeling team, utilizing third party models. Established risk tolerances for all lines of business. - Transitioned reinsurance from over 100 separate treaties to an integrated function with just 10 treaties focused on the protection of balance sheet assets.



Travelers

• United States
• Insurance
• 700 & Above Employee

• Chief Actuary - St Paul Re Europe

  • 1992 - 1995

  Managed the actuarial department. Supported operations in both London and Brussels. Managed the actuarial department. Supported operations in both London and Brussels.



LCP

• United Kingdom
• Financial Services
• 700 & Above Employee

• Staff Actuary

  • 1988 - 1992