Experience

STANCE: Renewable Risk Partners

• United States
• Insurance
• 1 - 100 Employee

• Partner / Co-Founder

  • Jun 2018 - Present

  Providing insurance due diligence services for renewable energy projects in the U.S. and abroad. We tailor our services to fit the risk profile of our clients - lenders, tax equity investors, developers, and other companies involved in the financing of renewable projects. Find out more at www.stancerisk.com



Tesla

• Denmark
• Technology, Information and Internet
• 1 - 100 Employee

• Global Risk Management

  • Feb 2017 - Jun 2018

  San Francisco Bay Area Global Insurance & Risk Management of combined SolarCity / Tesla organization Strategy and project liaison internally for FP&A, Legal/Compliance, Global Finance Operations, New Market Entry, and Treasury Record of attaining exceptional, measurable results and presenting to executives Integral part of designing and leading the merger of Tesla and SolarCity across all risk operations globally Track the Total Cost of Risk (TCOR) and budget management for team Maintain… Show more Global Insurance & Risk Management of combined SolarCity / Tesla organization Strategy and project liaison internally for FP&A, Legal/Compliance, Global Finance Operations, New Market Entry, and Treasury Record of attaining exceptional, measurable results and presenting to executives Integral part of designing and leading the merger of Tesla and SolarCity across all risk operations globally Track the Total Cost of Risk (TCOR) and budget management for team Maintain consistency as a thoughtful, engaged partner and a resource to achieve solutions Show less



SolarCity

• Renewable Energy Semiconductor Manufacturing

• Associate Director, Risk Management

  • Sep 2016 - Feb 2017

  San Francisco, CA Financial point of contact on insurance and risk transfer both internally and externally Specialist on Casualty large loss-sensitive programs (Work Comp, Auto, General Liability) Reduced collateral obligations by $34M over the last 2 years ~$2.3M in spend reduction from policy modifications Successfully led approval into CA’s self-insurance program for WC Analyze broker/insurer relations; compile clear renewal specs on business risks/needs Leader on implementation of process… Show more Financial point of contact on insurance and risk transfer both internally and externally Specialist on Casualty large loss-sensitive programs (Work Comp, Auto, General Liability) Reduced collateral obligations by $34M over the last 2 years ~$2.3M in spend reduction from policy modifications Successfully led approval into CA’s self-insurance program for WC Analyze broker/insurer relations; compile clear renewal specs on business risks/needs Leader on implementation of process improvement with other fiscal business units Directly oversee photovoltaic property claims, as well as select environmental claims Maintain the Total Cost of Risk (TCOR) tracking and budget management for team

• Senior Manager, Risk Financing

  • Apr 2015 - Sep 2016

  San Francisco, CA



University of San Francisco

• United States
• Higher Education
• 700 & Above Employee

• Risk Services Manager

  • Feb 2011 - Apr 2015

  Implemented Risk Management/Safety/Crisis Management in a comprehensive plan across the University as first Risk Manager in its history Strategic planner of USF’s integrated insurance program (Property/Casualty) 25 unique policies, over $1B in limits and premiums in excess of $1.5M Experience developing top-down policy and subsequent rollout across entire University community, such as Foreign Travel emergency protocol for students, staff, & faculty Active manager of University fleet… Show more Implemented Risk Management/Safety/Crisis Management in a comprehensive plan across the University as first Risk Manager in its history Strategic planner of USF’s integrated insurance program (Property/Casualty) 25 unique policies, over $1B in limits and premiums in excess of $1.5M Experience developing top-down policy and subsequent rollout across entire University community, such as Foreign Travel emergency protocol for students, staff, & faculty Active manager of University fleet of autos and driver authorization program, including safety protocol. Drafted and published the first University-wide Vehicular Use Policy (available online) Final approver and subject matter expert on all University contracts for indemnification and insurance provisions Directly supervise all claims the University encounters, from initial occurrence to closing Primary liaison to TPAs, brokers, actuaries, and external consultants Active manager of background checks run for all University camps involving minors Chair of Health & Safety Committee, Member of Crisis Management Team (meets weekly) Show less



Marsh

• United States
• Insurance
• 700 & Above Employee

• Senior Risk Analyst

  • Apr 2008 - Feb 2011

  Provided technical expertise and brokerage support to multifaceted domestic and global companies, including one of the nation’s largest managed healthcare organizations Efficient at compiling a variety of raw data into clear specifications for markets and clients Experience preparing and presenting complex insurance program strategies to corporate risk management directors and treasury executives Experience with large captive management (single parent entities), regulatory environment,… Show more Provided technical expertise and brokerage support to multifaceted domestic and global companies, including one of the nation’s largest managed healthcare organizations Efficient at compiling a variety of raw data into clear specifications for markets and clients Experience preparing and presenting complex insurance program strategies to corporate risk management directors and treasury executives Experience with large captive management (single parent entities), regulatory environment, actuarial review, policy language Skilled at financial, collateral, and triangle modeling, including loss/claim forecasting Nominated as a peer Champion by senior management to help drive forward significant changes in corporate structure Show less



Traxler & Tong, Inc.

• United States
• 1 - 100 Employee

• Risk Management Consultant

  • Oct 2006 - Feb 2008

  Provided solutions to complex issues involving commercial loans between $1M - $200M Analyzed large amounts of data and supplied conclusive evidence for legal counsel, bankers, and credit analysts to keep deal flow constantly progressing



UCLA Daily Bruin

• Account Executive, Assistant Manager

  • Nov 2002 - Jun 2006

  Managed a large account of clients, taking them from the prospecting point to a finished product. Asst. Manager duties included final proofing, invoicing, and overseeing different sales goals of entire staff, as well as growing weekly sales.



Oppenheimer & Co.; A.G. Edwards

• Intern to VP of Investments

  • Jun 2005 - Dec 2005

  Asset allocation of large portfolios ($3M+), quantitative/qualitative analysis of money managers, due diligence, client services, various special projects