Experience

Graham Company

• United States
• Insurance
• 200 - 300 Employee

• Producer

  • Jun 2021 - Present

  At Graham Company, I work in the National Accounts Department, where we exclusively focus on large organizations with complex operations and risk management needs. Our practice group works with companies across all industry sectors and generally focuses on those with revenues from $100M to north of $5B. The Graham Company is an industry leading insurance brokerage and consulting firm which focuses on protecting the assets of large companies by designing unique Insurance and Risk Management programs to cover exposures and reduce the likelihood of loss. Our Firm partners with our clients to serve as a total outsourced Risk Management department. I am focused on assisting "C-level" professionals interested in protecting the assets of their companies by designing unique insurance and risk management programs to cover their exposures. My experience as a Captive Consultant provides me with a unique ability to identify strategies to turn insurance into a tool that can provide wealth generation and sustainability. Show less



Paladin Captives

• Co-Founder

  • Nov 2020 - Present

  - Fronting Carrier Negotiations - Group Captive Analysis/Formation - Rental Cell and Stand Alone Strategic Advisory - Risk Assessment Paladin Captives offers an independent voice in the complex world of alternative risk. Alongside carrier partners and captive managers, we help our customers create unique insurance solutions to accomplish their long-term goals. - Fronting Carrier Negotiations - Group Captive Analysis/Formation - Rental Cell and Stand Alone Strategic Advisory - Risk Assessment Paladin Captives offers an independent voice in the complex world of alternative risk. Alongside carrier partners and captive managers, we help our customers create unique insurance solutions to accomplish their long-term goals.



Self-Employed

• Louisville, Kentucky Area

• Captive Consultant

  • Oct 2018 - Sep 2020

  I educated business owners who were interested in alternative risk solutions. These solutions included: - Group Captive Options - Single Parent Captives - Risk Retention Groups - Deductible Reimbursement Solutions - Risk Pools - Segregated Portfolio Companies and Series LLC's I educated business owners who were interested in alternative risk solutions. These solutions included: - Group Captive Options - Single Parent Captives - Risk Retention Groups - Deductible Reimbursement Solutions - Risk Pools - Segregated Portfolio Companies and Series LLC's



Aptive Environmental

• United States
• Environmental Services
• 700 & Above Employee

• Sales Manager and Specialist

  • Oct 2017 - Jan 2020

  - Placed in the top 1% of the door to door sales industry for revenue generated in a given year. - Lead a team that generated over $2mm in revenue in four months. - Placed in the top 1% of the door to door sales industry for revenue generated in a given year. - Lead a team that generated over $2mm in revenue in four months.



Utah Community Credit Union (UCCU)

• United States
• Banking
• 200 - 300 Employee

• Bank Teller and Internal Sales Specialist

  • Mar 2017 - Aug 2017