Experience

Oswald Companies

• United States
• Insurance
• 300 - 400 Employee

• Agent, Risk Management Strategist

  • Mar 2018 - Present

  Risk consultant for Oswald Companies. Founded in 1893, Cleveland-based and employee-owned, Oswald is one of the nation's largest independent insurance brokerage firms. As a proud member of Assurex Global, the worlds' largest association of privately held insurance brokers, our risk management team can service and support the needs of our clients worldwide. Focusing on business development and global risk management solutions. We collectively deliver three things through Oswald Companies. We guide our clients to achieve choice, clarity, and control of their enterprise risk management program along the entire spectrum of risk to include (Property & Casualty, Employee Benefits, Retirement Plan Services, Executive Risk and Personal lines solutions.) Learn more at www.OswaldCompanies.com. Show less



Marsh McLennan Agency

• United States
• Insurance
• 700 & Above Employee

• Non-profit and Manufacturing Vertical Markets

  • Nov 2016 - Mar 2018

  My team and I offered a fresh straightforward perspective concerning risk management/commercial insurance in an ever changing and complicated Industry. We made sense of what commonly doesn’t by benchmarking current risk plans locally, regionally, by sector, and industry to empower MMA client's to make decisions based on data analytics rather than relying on assumptions made in a vacuum. The most common result of our leadership was the optimization of existing strategy while increasing coverage and reducing direct costs to our client's bottom line. We face unprecedented risks in this economy like never before where international borders can be crossed with a “mouse click.” World class brands and governments with virtually unlimited resources have been breached and their client’s victimized. The costs associated with cybercrime in 2015 were $445 billion and by 2019 we expect it to grow four fold to 2.1 trillion. Show less



Matthew Dougherty, Inc.

• Dallas/Fort Worth Area

• Principal

  • 2007 - Nov 2016

  Leadership My role as the principal practice leader was to drive the vision and execution of our business strategy. This was accomplished through the identification of our business growth requirements, development of our team while aligning our core competencies with our risk management solutions. At the same time holding myself and all business assets internal and external accountable for their responsibilities. I enjoy a diverse leadership profile having worked in several industries (Consulting-BPO, Technology, and Travel) with an emphasis on the financial services sector. This background helps me to draw upon best practices to quickly identify and leverage key business drivers, develop highly engaged teams and execute effective go-to-market acquisition and retention strategies. • Top 100/17000 Agents new production—2009-10 • Achieved production goal with market change—2011 • Achieved DWP targets despite 3 natural catastrophes (flood) closing physical office 9 of the 12-month business cycle—2011 • Fastest growing commercial agency Texas—2012-2014 Show less



CWT

• United States
• Travel Arrangements
• 700 & Above Employee

• Director of Business Development

  • 2004 - 2007

  Responsible for selling complex, high value, travel related procurement solutions. Offerings include the outsource of procurement function and development and placement of software solutions as well as the sale of intellectual capital. Responsible for selling complex, high value, travel related procurement solutions. Offerings include the outsource of procurement function and development and placement of software solutions as well as the sale of intellectual capital.



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• Vice President Business Development

  • 2001 - 2003

  Responsible for helping affluent families create and execute financial strategies that would help to grow and preserve their financial holdings. Key elements in this process were to establish strong working relationship with professional service firms in the financial sector. Appointed: Chairman Employee Relations Committee 2002, Recommendations were designed to retain high value employees at all levels in the organization Key stakeholders: Shareholder, Management Team, Employees, and Team Members Show less



Protocol Global Solutions

• United States
• Outsourcing and Offshoring Consulting
• 1 - 100 Employee

• Regional Vice President Business Development

  • Jan 1999 - Dec 2001

  Responsible for leading the business development functions for the Eastern Regions sales team through 10 direct reports. We helped our client to identify, acquire, and retain loyal & profitable customer relationships (CRM). My team and I owned 25 million of a 94 million dollar corporate objective Achievements: Recruited and developed a cross function business development team while transitioning from a direct selling role Responsible for developing the number 1 And 2 directors of business development function within the company 2000, 2001, and 2003 Established a new business client worth 2.1M within 11days of my first day of employment Show less



American Express

• United States
• Financial Services
• 700 & Above Employee

• Sales Manager

  • 1993 - Jan 1999

  Responsible for the design and deployment of travel management solutions including Corporate and Purchasing card programs, Policy creation, and Corporate travel services. Target was fortune 1000 prospects. Career highlights: 1994 Recipient of the coveted “Will to win award” 1995 Ranked 4th in the company for the percentage of goal attained 1996 One of twelve sales manager selected of 212 to develop a sales manager tool kit to assist Sales Managers with the creation and execution of marketing strategies Achievements: 1998 152% of annual business development objective 1997 100% of annual business development objective (Market Change to Eastern Pa.) 1996 156% of annual business development objective 1995 230% of annual business development objective 1994 150% of annual business development objective Show less



Pitney Bowes

• United States
• Software Development
• 700 & Above Employee

• Systems Consultant

  • 1990 - 1993

  One of 10 sales professionals in the metropolitan Toledo area responsible for the development and sales of mailing and shipping systems Achievements: 1993 – Sold 142% of national targeted goal from the Toledo market 1992 – Sold 178% of national targeted goal from the Toledo market 1991 – Sold 104% of national targeted goal from the Toledo market One of 10 sales professionals in the metropolitan Toledo area responsible for the development and sales of mailing and shipping systems Achievements: 1993 – Sold 142% of national targeted goal from the Toledo market 1992 – Sold 178% of national targeted goal from the Toledo market 1991 – Sold 104% of national targeted goal from the Toledo market