Managing Partner | Healthcare Practice Leader

• Apr 2017 - Present

Connected Risk Solutions (CRS) is the successor company to AB Risk Specialist, Inc. and KB Risk Solutions, LLC. CRS is a specialty P&C and A&H wholesale insurance wholesale broker and risk advisor dedicated exclusively to serving the healthcare industry. We work nationally across the entire risk spectrum of healthcare: from professional liability/E&O/management liability/cyber to managed care and value-based care reinsurance. Our client base includes physicians, hospitals, health systems, provider networks, senior living, allied health, life science and social services organizations. Show less

Risk Management Foundation | Chairman Emeritus

• Oct 1994 - Present

Instructor

• Aug 2012 - May 2020

Managing Principal

• Nov 2015 - Apr 2017

Specialized management consulting firm providing advisory services, training and research to maximize operational, strategic and enterprise risk management effectiveness. Our client base includes public and private companies in the healthcare, insurance brokerage, InsurTech, claims management and financial institution sectors. Specialized management consulting firm providing advisory services, training and research to maximize operational, strategic and enterprise risk management effectiveness. Our client base includes public and private companies in the healthcare, insurance brokerage, InsurTech, claims management and financial institution sectors.

Executive Vice President and Chief Client Officer - Global Client Development

• Jan 2015 - Nov 2015

- As leader of a new, integrated Global Client Development group, responsible for the full suite of client‐facing functions of the company's Global Markets and Global Client & Business Development predecessor units, including claims management, business process outsourcing and consulting- London-based Global Markets unit manages the company's largest and most complex client relationships- These functions encompass the strategy, implementation and management of the Company’s sales, marketing and knowledge management plans, including branding and new product development, as well as strategic management of Crawford’s multinational relationships with its major clients globally, and the delivery of a range of consulting services to leverage the Company’s worldwide expertise in IT-driven claims solutions- Member of the enterprise risk management executive council of Crawford & Company Show less

Executive Vice President - Global Client & Business Development

• Jul 2012 - Jan 2015

- Created a new, global cross-functional unit to advance a systematic, professional sales, marketing and client management infrastructure for the company- Direct report to the CEO- Led revenue growth efforts for 400+ sales professionals, client executives, product specialists and field office managers across four business unit verticals- Refined the firm's marketing strategy, reconceptualizing its branding, imaging and messaging- Founded a de novo R&D function to drive new product development in cyber and product recall, and to facilitate cross-company collaboration across geographic and product line boundaries- Deployed Miller Heiman methods and embedded Salesforce as the CRM system- Member of the enterprise risk management executive council of Crawford & Company Show less

Managing Director of Atlanta Office, and Chairman, Wells Fargo Risk Management Solutions

• 2007 - 2012

- General manager of the Atlanta office, the company's largest, with P&L responsibility for property & casualty, employee benefits and personal lines with a staff of 225 - Chairman of Wells Fargo Risk Management Solutions, leading production and servicing efforts nationally for Fortune 1000 clients - Created unique approach to monetizing clients' ERM programs by leveraging specialized capabilities of Wells Fargo bankers through collaborative work - General manager of the Atlanta office, the company's largest, with P&L responsibility for property & casualty, employee benefits and personal lines with a staff of 225 - Chairman of Wells Fargo Risk Management Solutions, leading production and servicing efforts nationally for Fortune 1000 clients - Created unique approach to monetizing clients' ERM programs by leveraging specialized capabilities of Wells Fargo bankers through collaborative work

Managing Director/G5 Executive Director

• 2006 - 2007

- created, implemented and operated a global risk management advice, transaction and client service platform for the company's largest and most complex multinational clients- assembled and coordinated dedicated worldwide team to execute client facing strategy: global economic revenue modeling, client strategic enterprise business planning, global benchmarking and stress testing, integrated client solutions- drove growth in new and expanded revenue and increased profitability of the G5 client portfolio Show less

Managing Director & Southeast Zone Leader

• Jan 2005 - Aug 2006

- general manager of all Marsh operations in Georgia, Alabama, Florida, North Carolina, South Carolina and Tennessee- approximately $220 million in total revenue for property & casualty and employee benefits services; 950 employees in 10 office locations

Managing Director and Head of Georgia/Alabama/Florida operations

• 1985 - 2005

- Successfully integrated Marsh, Johnson & Higgins and Sedgwick operations in 1997 and 1998 to form the largest brokerage office in the southeastern U.S.- Earned numerous Marsh "super office" category (> $50 million revenue) awards for compound top-line growth, new business production and growth in net operating income- Conceived and placed unique, five-year non-cancellable integrated risk funding program for the global risks of The Coca-Cola Company