Experience

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  CS+SDRA Consulting

  • Omaha, Nebraska, United States

  • Leader and Teammate: CS+SDRA Consulting

    • Apr 2017 - Present
    • Omaha, Nebraska, United States
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  Ash Brokerage

  • Fort Wayne, Indiana Area

  • President

    • Feb 2014 - Mar 2017
    • Fort Wayne, Indiana Area

    As president of Ash Brokerage, I ensure all lines of business within the organization are running effectively. Through strategic planning, we will create new opportunities for business and make certain the organization remains competitive in the financial services community. My background inclu...

• 

  Lincoln Benefit Life

  • President

    • Nov 2005 - Jan 2014

    As President of Lincoln Benefit Life, I was responsible for establishing the company's goals and strategies and responsible for executing the strategy. Overseeing budgets and ensuring resources were properly allocated. Ensuring departments met individual goals. Responsible for overall accountability to shareholder (parent company) and the general public.*Oversee other executives and staff within the organization. *Meet with board of directors and other executives to ensure company is in accordance with goals and policies.*Oversee budgets.*Nominate employees to boards and commissions.*Encourage business investment.*Promote and support community involvement.*Direct the organization's financial goals, objectives, and budgets. *Develop and implement strategies and set the overall direction of the company. *Provide visionary and strategic leadership for the organization.*Collaborate with the parent company's senior leadership to develop the policies and direction of the organization.*Ensure members of the Board of Directors and parent company leadership have the information necessary to perform their fiduciary duties and other governance responsibilities.*Develop and maintain relationships with other associations, industry, and government officials that are in the best interest of the company.*Provide adequate and timely information to the Board and parent company leadership to enable it to effectively execute its oversight role. *Direct staff, including organizational structure, professional development, motivation, performance evaluation, discipline, compensation, personnel policies, and procedures.

  • Executive Vice President - Field Marketing Support

    • May 1999 - Nov 2005

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  Allstate

  • Greater Chicago Area

  • Tax Director

    • Jan 1987 - May 1999
    • Greater Chicago Area
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  Arthur Andersen

  • Greater Chicago Area

  • Tax Consultant

    • May 1984 - Jan 1987
    • Greater Chicago Area