Bio
Credentials
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Associate, Life Management Institute ("ALMI")
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Certified Internal Auditor ("CIA")
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Certified Public Accountant ("CPA")
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Chartered Property Casualty Underwriter ("CPCU")
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In pursuit of Accredited Financial Examiner ("AFE")
in pursuit -
In pursuit of Certified Financial Examiner ("CFE")
in pursuit
Experience
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Multiple Companies
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Various
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Contract CFO
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Mar 2005 - Present
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Various
Contract CFO - Two )2) Mortgage Banking Entities each responsible for nearly $300M annual loans. Efforts involved standard CFO responsibilities in addition to reports to regulatory and investment banking vendors.Contract CFO for Commercial Lending Entity. Involves all normal aspects of a CFO. ...
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President
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Jan 2000 - Mar 2005
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Denver, CO
President and CEO of Risk Retention Group specializing in Vehicle Service Contracts, as well as other after market dealer products.. Responsible for the formation, compliance, reporting, product development, marketing, and profitability in regard to this entity. Also involved in the procurement...
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Royal & SunAlliance Insurance Company
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Denver, CO
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Vice-President
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Oct 1985 - Dec 1999
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Denver, CO
Multiple positions as officer of the company:Vice President Specialty LinesResponsible for the design, regulatory approval, marketing, underwriting, claims, and profitability of a Specialty Lines Insurance Division. Grew division from a $2.0 million sales operating at break even to over $25.0 mi...
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Multiple Businesses
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Multiple Locations
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Multiple Positions
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1975 - Oct 1985
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Multiple Locations
In Chronological Order:Staff Accountant - Peat Marwick Mitchell and CompanyStaff Accountant - Midland National Life Insurance CompanyInternal Auditor - Ohio National Financial Services CompanyAccounting Manager - Capital Life Insurance Company
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Education
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1988 - 1991University of Denver
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1972 - 1975Winona State University
Suggested Services
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Industry Focus. “Accounting and Auditing”
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References
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