Experience

Guaranteed Rate Insurance

• United States
• Insurance
• 1 - 100 Employee

• Executive Vice President & Head of Insurance

  • Sep 2021 - Present

  Joined Guaranteed Rate to lead our insurance subsidiary Guaranteed Rate Insurance, LLC. We are doubling our growth year over year and are hiring. We are distributing personal lines, commercial, specialty, and life insurance products in all 50 States representing over 100+ quality insurance carriers. We are transforming the brokerage industry through our proprietary fintech quoting and service platforms. Looking forward to rapidly growing our platform including M&A over the next five years.… Show more Joined Guaranteed Rate to lead our insurance subsidiary Guaranteed Rate Insurance, LLC. We are doubling our growth year over year and are hiring. We are distributing personal lines, commercial, specialty, and life insurance products in all 50 States representing over 100+ quality insurance carriers. We are transforming the brokerage industry through our proprietary fintech quoting and service platforms. Looking forward to rapidly growing our platform including M&A over the next five years. A great team and a great culture. Show less Joined Guaranteed Rate to lead our insurance subsidiary Guaranteed Rate Insurance, LLC. We are doubling our growth year over year and are hiring. We are distributing personal lines, commercial, specialty, and life insurance products in all 50 States representing over 100+ quality insurance carriers. We are transforming the brokerage industry through our proprietary fintech quoting and service platforms. Looking forward to rapidly growing our platform including M&A over the next five years.… Show more Joined Guaranteed Rate to lead our insurance subsidiary Guaranteed Rate Insurance, LLC. We are doubling our growth year over year and are hiring. We are distributing personal lines, commercial, specialty, and life insurance products in all 50 States representing over 100+ quality insurance carriers. We are transforming the brokerage industry through our proprietary fintech quoting and service platforms. Looking forward to rapidly growing our platform including M&A over the next five years. A great team and a great culture. Show less



Confie

• Ecuador
• Non-profit Organizations
• 1 - 100 Employee

• President - U.S. Standard Personal Lines & Commercial

  • Jan 2019 - Sep 2021

  Led Confie's standard personal lines, commercial insurance and life/benefits platform across the United States. Led 350 employees, managed $400 M premium portfolio/budget and operated 60 offices across New York, New Jersey, Florida, Illinois, Texas, Nevada, Arizona, California, Washington, Oregon and Colorado and distributed insurance products in 50 states through regional call centers which I established in 2020. Accountable for P&L, organic revenue growth, EBITDA growth, daily operations… Show more Led Confie's standard personal lines, commercial insurance and life/benefits platform across the United States. Led 350 employees, managed $400 M premium portfolio/budget and operated 60 offices across New York, New Jersey, Florida, Illinois, Texas, Nevada, Arizona, California, Washington, Oregon and Colorado and distributed insurance products in 50 states through regional call centers which I established in 2020. Accountable for P&L, organic revenue growth, EBITDA growth, daily operations, promoting business transformation through insure tech/digital platforms, carrier management & new product development launches collaborating with internal cross functional and vendor teams across the United States. Part of growth strategy was M&A origination and integration. Facilitated, closed and integrated 44 agency deals since joining the company, 2012 - 2021. Closed 8 transactions in 2019 – 2021 maximizing seller EBITDA earn outs. Launched brand new Standard Personal Lines & Commercial Lines Company effective 1/1/2020 called InsureOne (www.insureone.com) in which I was President. During 2019-2020 moved all operations, integrated technology & legacy management systems, switched carrier contracts, banking, hired agents/producers and co-launched with marketing team a new website and marketing platform for the new company. Key member of the Confie leadership team.

• President - Northeast Region

  • Oct 2015 - Apr 2019

  Leader of 300 employees and operated 80 offices across New York, New Jersey and Massachusetts for Standard Personal Lines, Non-Standard Automobile and Commercial. Accountable for P&L, organic revenue growth, EBITDA growth, operations, carrier management & product development and M&A origination and integration. Closed and integrated 36 agency deals in the NE 2012 through 2018. Revamped entire operation since joining the Confie including opening new locations. Key member of the Confie… Show more Leader of 300 employees and operated 80 offices across New York, New Jersey and Massachusetts for Standard Personal Lines, Non-Standard Automobile and Commercial. Accountable for P&L, organic revenue growth, EBITDA growth, operations, carrier management & product development and M&A origination and integration. Closed and integrated 36 agency deals in the NE 2012 through 2018. Revamped entire operation since joining the Confie including opening new locations. Key member of the Confie leadership team.

• President - New York

  • Jun 2012 - Oct 2015

  Joined Confie with the opportunity to rebuild and grow the existing NY operations and transform from a non-standard auto brokerage company to a balanced brokerage with strong standard personal lines and commercial agencies. Job completed as outlined in my NE Region role.



Frank Crystal & Company

• Senior Managing Director, National Sales & Marketing

  • Feb 2009 - Jun 2012

  Accountable for organic growth across the U.S. - all lines of business, P&C, benefits, personal lines and life insurance; reported directly to the Executive Committee. Leader of all U.S. producers and national marketing and communications staff; responsible for producer P&L, company sales metrics, launch of salesforce.com. Recruited, built and structured marketing, communication and public relations team consisting of PR specialists, writers and graphic design Accountable for organic growth across the U.S. - all lines of business, P&C, benefits, personal lines and life insurance; reported directly to the Executive Committee. Leader of all U.S. producers and national marketing and communications staff; responsible for producer P&L, company sales metrics, launch of salesforce.com. Recruited, built and structured marketing, communication and public relations team consisting of PR specialists, writers and graphic design



Integro Insurance Brokers

• United States
• Insurance
• 100 - 200 Employee

• Managing Principal, Global Client Development

  • May 2005 - Feb 2009

  Original member of the Integro start up team: Opened & led the New York office. Recruited and integrated the NE & Mid Atlantic team. Part of leadership team that built the Integro model, service plan, technology platform, culture and value proposition. Designed and implemented Integro’s proprietary sales system. Accountable for developing and executing Integro’s growth strategy, organizational design, content messaging, new product distribution, sales metrics and P&L performance. Led… Show more Original member of the Integro start up team: Opened & led the New York office. Recruited and integrated the NE & Mid Atlantic team. Part of leadership team that built the Integro model, service plan, technology platform, culture and value proposition. Designed and implemented Integro’s proprietary sales system. Accountable for developing and executing Integro’s growth strategy, organizational design, content messaging, new product distribution, sales metrics and P&L performance. Led global team of sales leaders, account executives, producers and client communications specialists Show less Original member of the Integro start up team: Opened & led the New York office. Recruited and integrated the NE & Mid Atlantic team. Part of leadership team that built the Integro model, service plan, technology platform, culture and value proposition. Designed and implemented Integro’s proprietary sales system. Accountable for developing and executing Integro’s growth strategy, organizational design, content messaging, new product distribution, sales metrics and P&L performance. Led… Show more Original member of the Integro start up team: Opened & led the New York office. Recruited and integrated the NE & Mid Atlantic team. Part of leadership team that built the Integro model, service plan, technology platform, culture and value proposition. Designed and implemented Integro’s proprietary sales system. Accountable for developing and executing Integro’s growth strategy, organizational design, content messaging, new product distribution, sales metrics and P&L performance. Led global team of sales leaders, account executives, producers and client communications specialists Show less



Marsh

• United States
• Insurance
• 700 & Above Employee

• Managing Director, Metro Region Sales Leader

  • 2004 - 2005

  Led Metro Region producers, client executives and sales operations staff. Developed and executed the Metro Region sales plan working with 2,000 plus professionals and the National Sales Practice. Provided decision making authority as part of the New York Leadership Team

• Managing Director, Client Executive Practice

  • Feb 1992 - May 2004

  Senior client executive and producer - 1999 - 2005; Managed and grew one of the largest book of global business for Marsh. Produced and serviced some of Marsh’s largest accounts in technology, financial services and telecommunications. Responsible for delivering MMC services and resources on a global basis. Global property & casualty broker - 1992 - 1999; focused on origination, broking and servicing of domestic & global property, and international casualty risk management accounts.… Show more Senior client executive and producer - 1999 - 2005; Managed and grew one of the largest book of global business for Marsh. Produced and serviced some of Marsh’s largest accounts in technology, financial services and telecommunications. Responsible for delivering MMC services and resources on a global basis. Global property & casualty broker - 1992 - 1999; focused on origination, broking and servicing of domestic & global property, and international casualty risk management accounts. Traveled extensively on an global basis with clients and markets to meet local management, integrate programs and reduce total cost of risk. Responsible for new product development, captive solutions, integrated risk and weather risk solutions.



Chubb

• Insurance
• 700 & Above Employee

• Senior Underwriter

  • Jun 1989 - Feb 1992

  Commercial & International Underwriter Commercial & International Underwriter