Bio
Credentials
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FLMI
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Experience
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Principal Consultant
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Oct 2015 - Present
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SVP, COO
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Oct 2007 - Aug 2015
Responsible for HR, IT, Licensing and Contracting, Agent Services, Legal Support and Chief Compliance Officer. Oversee development of staff and processes to support writing agent field force. Interact with all levels, regulators and carrier contacts to assist in building a solid organization that has seen an annual sustained growth rate of 20% per year measured by sales volume.
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SVP Operations
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Sep 1996 - Jul 2005
Senior Officer over Agency and Commissions, New Business and Underwriting, Premium Accounting, Customer Service and Call centers for Life, Health and Annuity divisions, Oversaw staff of over 800 FTEs. Grew operations and process improvements during exponential growth of scope of operations through ongoing acquisitions. Continual cost reductions achieved through consolidations and streamlining of processes.
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Education
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Cherry Creek HS
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Western State College
Bachelor of Arts (B.A.), Business/Management
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Industry Focus. “Financial Services”
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