Experience

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  One Risk Group, LLC

  • Headquaters in Pleasanton, California

  • President and CEO

    • Aug 2009 - Present
    • Headquaters in Pleasanton, California

    One Risk Group, LLC is a privately held firm which provides Risk Management and Insurance Solutions to mid-size and large employers. The alternative for clients seeking high level service support and resources to improve operational efficiencies and bottom line results. High touch services delivered efficiently and professionally in both domestic and international markets. Industry expertise includes Property Owners/Developers, Technology, Hospitality, Healthcare, Service Contractors and Retail/Wholesale. Employers with Workers' Compensation concerns benefit from our approach to managing and reducing cost of risk.

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  BB&T Insurance Services Inc./Tanner Insurance Brokers

  • Pleasanton, California

  • Senior Vice President

    • May 2008 - Aug 2009
    • Pleasanton, California

    Union Banc Insurance Services/Tanner Insurance Brokers, Inc. was acquired by BB&T, resulting in an Insurance Services subsidiary known as BB&T Insurance Services. Responsible for delivery of client services in the area of Risk Management, Claims Management and Insurance to mid-large employers located throughout the United States.

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  Union Bank - Union Banc Insurance Services - Tanner Insurance Brokers

  • Pleasanton, California

  • Senior Vice President

    • Apr 2003 - May 2008
    • Pleasanton, California

    Tanner Insurance Brokers, Inc. was acquired by Union Bank of California, resulting in an Insurance Services subsidiary known as Union Banc Insurance Services. Senior Executive Committee member responsible for delivery of client services in the area of Risk Management, Claims Management and Insurance.

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  Tanner Insurance Brokers, Inc.

  • Pleasanton, California

  • Senior Vice President-Partner

    • Sep 1997 - Apr 2003
    • Pleasanton, California

    Developed and consulted with mid to large employer groups as respects Risk Management and Commercial Insurance. Specialization included group programs, alternative Workers' Compensation programs including large deductible and Captive and offering program gap analysis for all-lines of Commercial Insurance Coverage. Roles within the company included Sales Manager, Steering Committee and Partner.

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  Arthur J. Gallagher & Co.

  • San Francisco Bay Area

  • Vice President

    • 1991 - 1997
    • San Francisco Bay Area

    Property/Casualty Insurance Broker specializing in large commercial account development and ongoing service within a variety of industries.

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  Liberty Mutual Insurance

  • San Francisco Bay Area

  • Business Sales Representative

    • 1988 - 1991
    • San Francisco Bay Area

    Direct writer of insurance - non broker involvement. Sold Commercial Insurance and provided customer service to a variety of industry clients with a specialty focus on large Workers' Compensation placements. Additional expertise in the Technology Industry.

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  IBM

  • Southwest Marketing Division

  • Marketing Support Assistant/Sales

    • 1987 - 1988
    • Southwest Marketing Division

    Marketing and sales support of IBM Products within the Southwest Marketing Division - San Francisco Bay Area. Focus was product sales and service in the Banking Industry.