Experience

Meridian Risk Management Inc.

• Partner

  • Jun 2009 - Present

  Pelham, NY Experienced insurance professional with a background in underwriting, consulting and brokering insurance risks to financial institutions (banks, wealth managers, private equity/hedge funds, trust companies and insurance companies). Specialty in management liability products including D&O, E&O, EPL, Crime, Cyber Liability and Fiduciary Liability. Meridian Risk Management covers a wide range of insurance risks so you only need to deal with one insurance professional. We offer quality… Show more Experienced insurance professional with a background in underwriting, consulting and brokering insurance risks to financial institutions (banks, wealth managers, private equity/hedge funds, trust companies and insurance companies). Specialty in management liability products including D&O, E&O, EPL, Crime, Cyber Liability and Fiduciary Liability. Meridian Risk Management covers a wide range of insurance risks so you only need to deal with one insurance professional. We offer quality Property & Casualty, Life and Health products for both personal and commercial clients. It is difficult to choose insurance and financial products from the many companies in the marketplace which is why we compare cost and coverage with multiple insurers to offer you the best protection. At Meridian Risk Management you will deal directly with a partner in our business and we represent some of the best insurance companies in America. Show less



Corporate Risk Solutions LLC

• United States
• Insurance
• 1 - 100 Employee

• Senior Vice President

  • Apr 2007 - Apr 2008

  Larchmont, NY CRS is an independent risk and insurance advisor. Our professionals have deep domain expertise, deliver unbiased advice and navigate virtually any risk. We realize our mission by serving as true fiduciaries, setting the highest standard of advocacy and solving problems to achieve superior results.



Chubb Insurance

• Switzerland
• Insurance
• 1 - 100 Employee

• Practice Leader | Underwriter - Dept. of Financial Institutions

  • Jan 1987 - 2005

  New York, NY and Cincinnati, OH Chubb has more than 100 years of experience protecting financial institutions — including asset management firms and funds, banks and other lending institutions, and insurance companies—Chubb offers a broad spectrum of quality, customizable business insurance solutions and services. Its customers can count on specially trained underwriters, loss control specialists, claims staff worldwide, and a long history of superior financial strength. - conducted underwriting analysis of coverage… Show more Chubb has more than 100 years of experience protecting financial institutions — including asset management firms and funds, banks and other lending institutions, and insurance companies—Chubb offers a broad spectrum of quality, customizable business insurance solutions and services. Its customers can count on specially trained underwriters, loss control specialists, claims staff worldwide, and a long history of superior financial strength. - conducted underwriting analysis of coverage and financials for existing and new clients - made presentations to client's C-level management teams on the results of underwriting audits - executed marketing plans to develop new business and agents in assigned territories - tailored presentations to client Board of Directors and Risk Management on insurance program including P&C, D&O, Bankers Professional Liability, Financial Fidelity, Cyber Liability and Employment Practices Liability. Show less