Experience

Embark MGA

• United States
• Insurance
• 1 - 100 Employee

• Chief Marketing Officer

  • May 2021 - Present

  Lead the development of alternative distribution channels, new insurance programs and business partnerships. Also lead brand, corporate marketing, and digital. Lead the development of alternative distribution channels, new insurance programs and business partnerships. Also lead brand, corporate marketing, and digital.



Horace Mann

• United States
• Insurance
• 700 & Above Employee

• Vice President, Marketing and Customer Experience

  • Aug 2015 - May 2021

  Led marketing, business development, and customer experience to build brand preference and drive growth in the educator segment. Conceived and led a 25x expansion of our student loan forgiveness service through a partnership with Tuition.io to create a cost-advantaged engine for customer growth and lifetime value. Led marketing, business development, and customer experience to build brand preference and drive growth in the educator segment. Conceived and led a 25x expansion of our student loan forgiveness service through a partnership with Tuition.io to create a cost-advantaged engine for customer growth and lifetime value.



InsuraMatch

• United States
• Insurance
• 1 - 100 Employee

• Chief Marketing Officer

  • Nov 2013 - Apr 2015

  Led strategy, positioning, branding/IP, website development and launch of a new-age insurance agency, introducing the first relevance-based online shopping experience modeled after the very best online retailers. InsuraMatch acquired by Travelers in 2021. Led strategy, positioning, branding/IP, website development and launch of a new-age insurance agency, introducing the first relevance-based online shopping experience modeled after the very best online retailers. InsuraMatch acquired by Travelers in 2021.



Plymouth Rock Assurance

• United States
• Insurance
• 700 & Above Employee

• Digital Transformation Consultant

  • Sep 2010 - Nov 2013

  Launched and managed the e-commerce channel, including all consumer quote/bind, online marketing, analytics platform and agent distribution. Developed and launched a self-funding lead marketplace for independent agents: AM Best Innovator’s Award 2014; First named inventor, US Patent & Trademark Office. Resident expert on digital capabilities and distribution strategy. Launched and managed the e-commerce channel, including all consumer quote/bind, online marketing, analytics platform and agent distribution. Developed and launched a self-funding lead marketplace for independent agents: AM Best Innovator’s Award 2014; First named inventor, US Patent & Trademark Office. Resident expert on digital capabilities and distribution strategy.



Various Insurance & Financial Services companies

• United States

• Growth & Marketing Advisor

  • Jan 2004 - Sep 2010

  Consulted to insurance and financial services start-ups, regional and national organizations in ideation, development of new capabilities, launch strategy and in some cases joined the organization to manage early-stage execution. Clients include Esurance, Capital One, and The Motley Fool. Consulted to insurance and financial services start-ups, regional and national organizations in ideation, development of new capabilities, launch strategy and in some cases joined the organization to manage early-stage execution. Clients include Esurance, Capital One, and The Motley Fool.



CEB, now Gartner

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Practice Manager

  • Jan 2003 - Jan 2004

  Managed one of 25+ syndicated research practices for the Corporate Executive Board, serving a membership of 100+ life, P&C and bancassurance institutions from over 15 countries. Managed one of 25+ syndicated research practices for the Corporate Executive Board, serving a membership of 100+ life, P&C and bancassurance institutions from over 15 countries.



Esurance

• United States
• Insurance
• 700 & Above Employee

• Vice President, Sales and Marketing

  • Apr 2000 - Apr 2002

  Developed and led all marketing, user experience, branding, consumer research, marketing analytics, and web strategy. Esurance acquired by Allstate in 2011. Developed and led all marketing, user experience, branding, consumer research, marketing analytics, and web strategy. Esurance acquired by Allstate in 2011.



McKinsey & Company

• Business Consulting and Services
• 700 & Above Employee

• Engagement Manager

  • Sep 1997 - Oct 1999

  Managed teams through complex problems facing our clients. Managed teams through complex problems facing our clients.



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Underwriter

  • May 1992 - Aug 1995

  Developed and enforced underwriting guidelines for personal auto and property insurance. Developed and enforced underwriting guidelines for personal auto and property insurance.