Experience

PolicySmart®

• United States
• Financial Services
• 1 - 100 Employee

• Business Development Director

  • Feb 2018 - Present

  Greater New York City Area • Responsible for generating new CMR business prospects and introduce them to a new way to check and verify existing broker/vendor insurance and retirement relationships. • Identify qualified targeted organizations that meet certain criteria as respects sales revenue, number of employees and retirement assets. • Initiate communication and dialogue with key decision making executives and assist in securing them as new CMR clients. Strategic sourcing (non-brokerage) for… Show more • Responsible for generating new CMR business prospects and introduce them to a new way to check and verify existing broker/vendor insurance and retirement relationships. • Identify qualified targeted organizations that meet certain criteria as respects sales revenue, number of employees and retirement assets. • Initiate communication and dialogue with key decision making executives and assist in securing them as new CMR clients. Strategic sourcing (non-brokerage) for Property/Casualty, Group Benefits, and Retirement. • 3rd party analytic reviews/audit of commercial insurance programs and retirement programs. • Defined Benefit + Defined Contribution + High Net-Worth Individuals. • Independent advice on domestic and international insurance and international retirement programs. • M & A efficiency and leveraging strategies for buyers and sellers. • Pre and post close due-diligence engagements. • Private Equity target market with entry to; USA, Europe, India, China, Middle East, South America, Africa, and Russia. • Private Equity portfolio insurance and retirement consultants- transaction liability/representations and warranties. • The CMR Database®- 12,000 brokers/specialists/advisers in 120 countries (world's largest). • Coverage audits unfunded liabilities insurance bench-marking. • Independent objective advice in spend analysis, identification of industry specialists. • Unique Internet application system www.policysmart.com offering an electronic procurement tool that compares existing Property/Casualty, Retirement and Group Benefit data points and placement data, premiums and fees. • Medical claim/Rx audit reviews. Specialties: Property/Casualty Consultants, Defined Benefit and Defined Contribution Retirement Consultants, Group Benefit Plan Consultants, Self-Funded Medical Consultants,Captive Consulting, Claim Audit Review and Consulting, 401(k) and 403(b) Consultants, Ancillary Group Benefit Consultants, & Non-Brokerage Consulting Show less



Faircount Media Group

• Advertising Sales Associate

  • Oct 2007 - Jun 2016

  Tampa/St. Petersburg, Florida Area • Sold media space to major corporations such as: Army Corps of Engineers, DARPA, Department of Homeland Security, The King Center, LA Women’s Police Officers Assn, US Coast Guard, Statues of Liberty – Ellis Island Foundation • Sold over 2.8 Million Dollars’ worth of Media Space



Aztec Global Solutions

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Computer Component Sales & Management

  • 1998 - 2007

  Orange County, California Area • Twenty Million Dollars in personal sales production to OEM’s and Contract Manufacturers • Co-Managed Telemarketing Division



North American Mortgages

• Financial Services

• Telemarketing Manager

  • 1996 - 1998

  Greenbelt, Maryland • Managed telemarketing division for refinance of home loans



Lowe-Tillson Insurance & Associates

• Licensed Insurance Agent

  • 1992 - 1995

  Potomac, Maryland



Monex Deposit Company

• United States
• Financial Services
• 1 - 100 Employee

• Commodity Broker

  • 1987 - 1991

  Newport Beach, California