Bio
Experience
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President
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1974 - Present
As President, responsible for the oversight of all agency operations. Additional areas of responsibility for specific projects would include:• Working with consultants to create best practice methodologies for development and execution of sales initiatives and the establishing of operat...
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Assistant V.P. Marketing
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Apr 1996 - Dec 2002
Involved in marketing relations with independent insurance agents associations in various states for a MGA operation known as Small Business Underwriters. Their mono line workers' compensation insurance product, "The Agent's Solution", was marketed primarily on the east coast.
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Treasurer
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Jan 1984 - Aug 1998
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Nantucket
Responsible for authorizing and reporting surplus lines insurance contracts for risks placed in Massachusetts on specialty lines of business not obtainable in the regular insurance market.
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The W.S. Brown Insurance Agency
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Martha's Vineyard
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Treasurer
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Jun 1983 - Jun 1993
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Martha's Vineyard
As the financial officer of this family owned insurance agency, responsibilities included:• Financial reporting, analysis and budgeting• Insurance company relations• Developing and monitoring procedural and operational policy• Production analysis and claim evaluations• Oversaw introduction of co...
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Education
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1968 - 1972Babson College
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Industry Focus. “Insurance”
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