Experience

Marsh McLennan Agency

• United States
• Insurance
• 700 & Above Employee

• VP, Senior Training Specialist - Learning & Development

  • Apr 2022 - Present

  Greater Boston Using nearly 18 years of experience serving the insurance and risk management needs of clients with significant wealth and complex exposures to on-board, train and mentoring all new colleagues Nationwide to development a knowledgeable, passionate and confident Private Client team. Educating new and existing colleagues on how to create and manage complex insurance programs on behalf of their clients by focusing on understanding each client’s unique lifestyle. Skills for in-depth… Show more Using nearly 18 years of experience serving the insurance and risk management needs of clients with significant wealth and complex exposures to on-board, train and mentoring all new colleagues Nationwide to development a knowledgeable, passionate and confident Private Client team. Educating new and existing colleagues on how to create and manage complex insurance programs on behalf of their clients by focusing on understanding each client’s unique lifestyle. Skills for in-depth consultation, product knowledge and client education are part of the coaching process to assist colleagues in delivering customized insurance program recommendations for effective insurance solutions, as well as offering ongoing service to address the client’s changing personal insurance needs. Being a cheerleader to anyone that needs a pep talk.

• AVP, Training Specialist - Learning & Development with Marsh Private Client Services

  • Jan 2020 - Apr 2022

  Greater Boston Currently creating and executing a Nationwide on-boarding program for the Private Client Services Division using 15 years experience in the high net worth arena.

• AVP, Senior Client Advisor

  • Apr 2015 - Jan 2020

  Greater Boston Area Using 15 years of experience in the high net worth space, prompt and honest client service comes first as I assist affluent individuals and families secure accurate insurance coverage to protect their assets. With careful management and preparation of underwriting specifications, a full analysis of exposure is conducted and robust individualized programs for each client is created. In the event of a loss, superior claims handling, advocacy and negotiation is the top… Show more Using 15 years of experience in the high net worth space, prompt and honest client service comes first as I assist affluent individuals and families secure accurate insurance coverage to protect their assets. With careful management and preparation of underwriting specifications, a full analysis of exposure is conducted and robust individualized programs for each client is created. In the event of a loss, superior claims handling, advocacy and negotiation is the top priority. Established in 1905, Marsh Inc. has earned its place as the world's leading insurance broker and strategic risk advisor. Working with businesses, public entities, organizations, and private clients in more than 100 countries, we serve more clients in more industries worldwide than any other insurance firm. Since 1980, Marsh Private Client Services has focused on addressing the complex personal insurance needs of high net worth individuals and families. Our clients have multiple homes, significant collections, high valued assests and property, high-profile lifestyles, board of director responsibilities, public company leadership roles, or extensive multi-generational family considerations. Private Client Services provides sophisticated Personal Risk Management services for affluent individuals and families worldwide. We maintain our leadership position in Personal Risk Management services by providing expert advice, world-class service, and superior capabilities.



Cornerstone VNA

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Board Member

  • Nov 2021 - Present

  Rochester, NH Being part of an amazing non-profit with a mission to promote the optimum level of well-being, independence and dignity of those living in the community by providing trusted, compassionate and expert health care. An organization who put clients and colleagues first and recognizes my passion for the cause.



Area HomeCare & Family Services, Inc.

• Chair of the Board of Directors

  • Apr 2012 - Jan 2016

  Portsmouth, NH The elderly and disabled are a personal soft spot and I was thrilled to become part of the organization. Elected Chair early 2014 with the goal of shaking things up and bringing a fresh approach to Home Maker and "Project Cool Air" programs.



DataRisk LLC

• Vice President Operations/High Net Worth and Commercial Insurance Account Executive

  • Apr 2004 - May 2014

  Portsmouth, NH I began my insurance career in 2004 as the first employee of DataRisk, a Risk Management Consulting firm, working my way to VP of Operations. I became licensed by the State of NH Insurance Department as a Property/Casualty Broker and Surplus Lines Agent in 2005 and began to negotiate, present, bind, and service commercial and high net worth personal lines insurance coverages. I was also responsible for all NFIP and alternative market flood coverage placements, advocated and negotiated claims,… Show more I began my insurance career in 2004 as the first employee of DataRisk, a Risk Management Consulting firm, working my way to VP of Operations. I became licensed by the State of NH Insurance Department as a Property/Casualty Broker and Surplus Lines Agent in 2005 and began to negotiate, present, bind, and service commercial and high net worth personal lines insurance coverages. I was also responsible for all NFIP and alternative market flood coverage placements, advocated and negotiated claims, and contributied to company year over year revenue growth by obtaining new business. In addition to my insurance skills, I managed daily office operations including Human Resources, IT, Office Management, Insurance and Banking for the company while reducing maintenance costs and improving cash flow, developed and maintained various vendor/broker relationships for cost effective solutions, interviewed, hired, and trained office staff, checkbook reconciliation for five accounts, tracking of yearly income, oversaw A/R and A/P, assited with the employee benefits selection to compare costs and review laws while meeting employee needs, and designed the build-out for full office set ups in 2004, 2009 and 2014, within budget limits. I was a "Jill of All Trades" Show less



Lilly Software Associates

• Marketing Assistant

  • 1997 - 2004

  Marketing Assistant June 2001 to April 2004 Provided administrative support to the VP of Sales and Marketing Arranged monthly sales communication packets and literature shipments for worldwide Lilly Software offices Reported monthly sales in spreadsheet format and communicated with magazine representatives for ad placement Executive Assistant February 1997 to June 2001 Manager of two individuals Provided administrative… Show more Marketing Assistant June 2001 to April 2004 Provided administrative support to the VP of Sales and Marketing Arranged monthly sales communication packets and literature shipments for worldwide Lilly Software offices Reported monthly sales in spreadsheet format and communicated with magazine representatives for ad placement Executive Assistant February 1997 to June 2001 Manager of two individuals Provided administrative support to the President, the SVP of Operations, and the SVP of Sales and Marketing Accounts receivable, contract processing, software shipments, and travel arrangements Show less



First NH Bank/Citizens Banks

• Supervisor of Supermarket Banking Customer Relations

  • Oct 1994 - Feb 1997

  Various New Hampshire Locations Promoted from teller position to supervisory role Assisted clients with account maintenance, loan applications and closings Managed and monitored teller line, daily processing of branch cash distributions, and bank compliance regulations