Experience

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  Jlt Insurance Management (Usa) Llc

  • Owner/Ceo

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  JLT Insurance Management (USA) LLC

  • Burlington, Vermont Area

  • Owner/CEO

    • May 2012 - Present
    • Burlington, Vermont Area

    Serve as U.S. partner and CEO after The Towner Management Company entered into a joint venture agreement with Jardine Lloyd Thompson Group plc (JLT), an international group of risk specialists and employee benefits consultants and one of the largest companies of its type in the world. My two decades of executive leadership and financial management experience come into play in my role as the firm's chief executive, as I guide JLTIM's growing domestic operations and build on its reputation as one of the most trusted name in the captive insurance industry.

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  The Towner Management Group LLC

  • Burlington, Vermont Area

  • Partner/Chief Executive Officer

    • Apr 2008 - May 2012
    • Burlington, Vermont Area

    Co-founded a complete turn-key captive insurance management company from scratch for national and international businesses. Quickly grew the business into one of the most dynamic firms in the industry. Guided the company as it built consulting, captive management and administrative services for all types of domestically domiciled captive insurance companies.

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  Marathon Health

  • Burlington, Vermont Area

  • Chief Executive Officer

    • Jan 2006 - Jan 2008
    • Burlington, Vermont Area

    Guided this healthcare company's benefits consulting and integrated health management efforts. The company had locations throughout the U.S.

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  Willis

  • Burlington, Vermont Area

  • Regional Executive Officer

    • May 1992 - Dec 2005
    • Burlington, Vermont Area

    Started and guided Willis Group Holdings' Captive, Actuarial, Pooling Solution (CAPS) division. The division included 14 offices located in the U.S. and the Caribbean. Developed an international consulting network that serviced the 15,000 Willis employee network and their related clients.

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  KPMG

  • Burlington, Vermont Area

  • Director of Financial Services

    • Jan 1990 - Dec 1992
    • Burlington, Vermont Area

    Served as the Director of Financial Services for KPMG Peat Marwick to the burgeoning Vermont captive insurance industry.

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  EY

  • Burlington, Vermont Area

  • Director of Tax Services/Senior Tax Advisor

    • Jan 1978 - Dec 1989
    • Burlington, Vermont Area

    Served in a variety of tax management and consulting positions for Ernst & Young's Burlington, Vermont, office. Was Director of Tax Services and a Senior Tax Advisor to companies in the telecommunications industry during my tenure there.