Experience

Open to New Opportunities

• Business Consulting and Services
• 200 - 300 Employee

• C suite executive

  • Jan 2017 - Present



Confidential

• United States
• Advertising Services
• 700 & Above Employee

• Board Member

  • Jan 2017 - Present

  Serving on several Boards in healthcare field.



Evergreeen Health Cooperative

• COO &CFO

  • Feb 2015 - Jan 2017

  Baltimore MD. Executive responsible for ACA health insurance enterprise



Kentucky Health Cooperative

• CFO &VP Finance

  • Jan 2013 - Dec 2014

  Louisville Ky.



Universal American Corp

• CFO-CHCS Services (UAM subsidiary); SVP Financial Operations

  • Jan 2005 - Jun 2011



Universal American

• Insurance
• 300 - 400 Employee

• SVP Financial Operations

  • Jan 2005 - Jun 2011

  Responsible for negotiating and executing sale of CHCS to international public company COO and CFO for senior insurance TPA segment with $100 million in revenue Initiated the Procurement function at UAM. Negotiated savings of $34 million in first 18 months. Positively impacted corporate culture as it relates to supplier management and service levels Created a corporate-wide financial shared services function consolidating treasury, accounts payable, bank reconciliation, financial IT… Show more Responsible for negotiating and executing sale of CHCS to international public company COO and CFO for senior insurance TPA segment with $100 million in revenue Initiated the Procurement function at UAM. Negotiated savings of $34 million in first 18 months. Positively impacted corporate culture as it relates to supplier management and service levels Created a corporate-wide financial shared services function consolidating treasury, accounts payable, bank reconciliation, financial IT support, and payroll. Significant process improvement and annual savings of $4 million Key member of executive team that launched Medicare Part D business. UAM is the second largest provider of Part D benefits in US Managed critical Medicare Advantage operations (PFFS,HMO,PPO) including billing, call center, and claims Show less



LAFAYETTE LIFE INSURANCE COMPANY

• SVP Group &Chief Information Officer

  • 2003 - 2004

  Recruited to succeed retiring CEO. Company sold to major Midwestern insurer



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Registered Investment Advisor

  • 2002 - 2003



Allstate

• United States
• Insurance
• 700 & Above Employee

• VP Allstate

  • Jun 1985 - Jan 2002

  • Senior business unit executive, reporting to Life Company CEO, accountable for all aspects of Allstate’s Life Insurance and Annuity business • Responsible for the sales channel for the Allstate agents in addition to developing a supplemental channel of registered representatives • Redesigned producer compensation and producer contracts to facilitate movement from insurance to financial services environment. • Orchestrated B/D infrastructure development, including interfaces with… Show more • Senior business unit executive, reporting to Life Company CEO, accountable for all aspects of Allstate’s Life Insurance and Annuity business • Responsible for the sales channel for the Allstate agents in addition to developing a supplemental channel of registered representatives • Redesigned producer compensation and producer contracts to facilitate movement from insurance to financial services environment. • Orchestrated B/D infrastructure development, including interfaces with NASD. President & CEO. Hired COO and Chief Compliance Officer • CFO responsibilities for Allstate Life’s largest business unit .Previously served as Life Company corporate controller. Major areas of accountability included capital management, actuarial, strategic planning, operational planning, accounting and GAAP, Statutory and SEC financial reporting. • Major role in Company’s IPO registration Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Manager

  • Jun 1975 - Jun 1985

  Responsible for ensuring quality professional services in a variety of audit and consulting engagements, specializing in the insurance, financial services, and healthcare industries.