Experience

Estate Planning Council of Greater Miami
• United States
• Legal Services
• 1 - 100 Employee
• Chapter Executive

  • Jun 2021 - Present


Financial Planning Association (FPA)

• United States
• Financial Services
• 100 - 200 Employee

• Executive Director - Financial Planning Association of Miami

  • Dec 2017 - Present

  Executive Director for the re-launched FPA of Miami. Executive Director for the re-launched FPA of Miami.



Lancashire Insurance Company Limited (Bermuda subsidary - Lancashire Holdings : LRE)

• Chairman of the Board - Non-Executive Director - Outsourced Consultant

  • Feb 2016 - Present

  Chairman of the Board and non-executive director; providing entrepreneurial leadership and assisting with the fulfillment of the Company's strategic aims. Quarterly attendance at Bermuda Board Meetings. Regular liason with the subsidiary CEO and Lancashire Group Chairman. Company representative with the Bermuda regulatory authority (Bermuda Monetary Authority). Chairman of the Board and non-executive director; providing entrepreneurial leadership and assisting with the fulfillment of the Company's strategic aims. Quarterly attendance at Bermuda Board Meetings. Regular liason with the subsidiary CEO and Lancashire Group Chairman. Company representative with the Bermuda regulatory authority (Bermuda Monetary Authority).



JLT Towner Insurance Management (USA) LLC

• Executive Vice President

  • Mar 2015 - Aug 2016

  Business development for USA Operations. Group Audit & Compliance Officer. Account Executive for a portfolio of Accounts under management. Peer review of financial statements under IAS, UK and US GAAP. Business development for USA Operations. Group Audit & Compliance Officer. Account Executive for a portfolio of Accounts under management. Peer review of financial statements under IAS, UK and US GAAP.



JLT Group

• Insurance
• 700 & Above Employee

• Executive Vice President

  • Jul 2000 - Feb 2015

  Head of the Insurance Division – responsible for the maintenance and development of client relationships for all captive management clients. Business development for the JLTIM Group; with insurance projects ranging from feasibility studies, captive incorporations, captive restructuring, amalgamations and exit strategies. Preparation and presentation of captive management proposals in response to prospective client RFP’s. Client presentations – in particular relating to the analysis and discussion of captives’ annual, bi- annual or periodic results and as required for presentations to new client prospects for business development. Peer review of financial statements under IAS,UK and US GAAP. Supervisory and recruitment responsibilities for a team of qualified accountants and administrative personnel. Compliance and Human Resources responsibilities for the Captive Management Division



International Risk Management (Bermuda) Ltd. (takeover by Aon in 2000)

• Vice President - Office Services & Human Resources

  • Feb 1994 - Jul 2000

  Vice President & Controller of Hopewell International Insurance Ltd. – large reinsurance Pool with multiple shareholders, under IRMG management. Account Executive responsibilities for a portfolio of captive management clients. Vice President & Controller of Hopewell International Insurance Ltd. – large reinsurance Pool with multiple shareholders, under IRMG management. Account Executive responsibilities for a portfolio of captive management clients.