Experience

CIA - Commercial Insurance Associates

• United States
• Insurance
• 100 - 200 Employee

• Principal

  • Mar 2020 - Present

  Columbia, Maryland, United States



M&T Insurance Agency

• United States
• Insurance
• 1 - 100 Employee

• Commercial Property & Casualty Vice President

  • Apr 2011 - Mar 2020

  Washington D.C. Metro Area Discuss insurance policies and risk tolerance level with business owners Review current insurance programs to find coverage gaps Analyze losses to address frequency and severity issues Evaluate contract language to verify proper risk transfer Present proposed recommendations to clients



M&T Bank

• United States
• Financial Services
• 700 & Above Employee

• Management Development Trainee

  • Jul 2010 - Apr 2011

  Invited to attend lunch discussion with Chairman and CEO Robert G. Wilmers Participated in a 9 month rotational training program learning about different areas of a commercial bank; Retail Banking, Mortgage and Consumer Lending, Commercial Lending, Operations, Wealth and Institutional Services, Investment Banking, Credit, and Risk Management Presented cost-benefit analysis on M&T’s online business banking platform to Senior Management



National Grid

• United Kingdom
• Utilities
• 700 & Above Employee

• Customer Service Intern

  • Apr 2007 - Jan 2008

  Filed and updated customers’ bankruptcy forms Handled communication and documentation between hospitals and customers for medical emergencies Responsible for communicating specific customer needs to field dispatchers



KJ Electric

• Intern

  • Apr 2006 - Aug 2006

  Evaluated potential vendors and approved or denied them based on credit and payment history Assisted lead buyer in purchasing electrical motor components Participated in weekly management meetings with CFO and other senior-level executive staff