Experience

Allianz Trade in North America

• United States
• Insurance
• 200 - 300 Employee

• Chief Financial & Administration Officer

  • Apr 2017 - Present

  Owings Mills, Maryland Area Board member responsible for all Financial, Organization and Administrative functions for Euler Hermes Americas Region, the leading credit insurer in North America and a member of the Allianz Group. Responsible for accounting, tax, reporting, investments, actuarial, planning and controlling, project management and organization, facilities, policy administration, legal and compliance. Lead a team of approximately 60 staff, both direct and matrixed.



Allianz Global Corporate & Specialty (AGCS)

• Germany
• Insurance
• 700 & Above Employee

• VP Organization & Business Transformation

  • Jan 2015 - Apr 2017

  San Francisco Bay Area At AGCS, a €10B member of the Allianz Group specializing in global industrial risk solutions, I was responsible for completing the divestiture of Fireman's Fund's $1B Personal Lines book in a complex sale and services transaction to Chubb. Ensured all operational, financial and integration activities were completed on time and within the multi-million dollar budget, including all staffing decisions over the course of the twenty four month period.



Fireman's Fund Insurance Company

• United States
• Insurance
• 400 - 500 Employee

• VP Operations

  • Jul 2011 - Dec 2014

  San Francisco Bay Area As a direct report to the COO at Fireman's Fund, a member of the Allianz Group and $3B multi-line P&C insurance company that operated in all 50 states, I led a diverse team of 80 people, responsible for project and portfolio management, business intelligence, targets, KPIs and operational benchmarks, as well as quality reviews of the policy issuance and claims processes. At the end of 2014, Allianz announced the merger of FFIC into AGCS and the sale of its $1B Personal Lines book of business.



Allianz

• Germany
• Financial Services
• 700 & Above Employee

• Head of Accounting Policy Department

  • Jun 2008 - Jul 2011

  Munich Area, Germany Led the accounting policy department for the Allianz Group, a €100B global insurance and asset management firm. Responsible for worldwide accounting polices, accounting and disclosures for major transactions, and lobbying for accounting policies within the US and Europe.



Fireman's Fund Insurance Company

• United States
• Insurance
• 400 - 500 Employee

• SVP & Controller

  • Apr 1995 - Jun 2008

  San Francisco Bay Area Joined Fireman's Fund, a member of the Allianz Group and $3B multi-line P&C insurance company that operated in all 50 states, as the Director of Commercial Financial Planning & Analysis in the California home office, where I worked for four years. Moved to New Jersey in 1999 as the North Atlantic Region's Finance Director and member of the regional leadership team. Returned to the home office in 2001 as VP & Assistant Controller and was later promoted to SVP & Controller. Led a large department… Show more Joined Fireman's Fund, a member of the Allianz Group and $3B multi-line P&C insurance company that operated in all 50 states, as the Director of Commercial Financial Planning & Analysis in the California home office, where I worked for four years. Moved to New Jersey in 1999 as the North Atlantic Region's Finance Director and member of the regional leadership team. Returned to the home office in 2001 as VP & Assistant Controller and was later promoted to SVP & Controller. Led a large department responsible for all Controller's functions including accounting, tax, reporting, financial analysis and SOX, and frequently interacted with members of the Board. Show less



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Manager

  • Jun 1989 - Apr 1995

  San Francisco Bay Area Traditional public accounting responsibilities involving audits of large, complex companies in various industries. As a senior and as a manger, my clients were primarily in the P&C insurance industry.