Experience

• 

  Keller Williams Realty, Inc.

  • President

    • 2019 - Present
• 

  Howard Property Management

  • Investment Management
  • 1 - 100 Employee

  • Chief Executive Officer

    • Jun 2010 - 2019

  • Vice President of Risk Management

    • May 2002 - Jun 2010

    The vice president of risk management is the principal person responsible for the claims and underwriting operations within the Division. The VP of risk management will serve as the primary resource for the establishment of standards and policy for the evaluation of risk during both the underwriting and the claims process in the Division. This position will be responsible for managing all business processes and establishing and supporting Division policy for Claims and Underwriting Departments and functions. Additionally, this position will be charged with balancing resources across operating departments for underwriting, as required and productivity standards dictate.Reporting to this position will be the claims and UW support functions. This position will closely coordinate with the leadership of the Legal Department, Actuarial and Accounting and with the operations managers and the functional managers for Customer Service. Further, coordination is required with managers of supporting departments, such as Licensing and Compliance, in order to achieve divisional goals and priorities. An important aspect of this role will be the design and maintenance of the system that supports all claims and underwriting functions, including reporting, productivity and balancing resources among various departments and operating units in accordance to demand.This VP will be responsible for creating a positive work environment in these two organizations. Critical deliverables will be management reporting in claims, maintenance of a strong control and security environment in both organizations and implementation of appropriate and improved policies, procedures, productivity measures and quality measures. Additionally, special projects and investigative studies should be conducted in both the claims and the underwriting areas to continuously improve the expertise, approach and organization.

• 

  Merrill Lynch

  • Financial Manager

    • Feb 1997 - Feb 2002

    • Assist the fixed income and equity trader construct orders, update data on client portfolios and track bond pricing.• Develop and maintain custom investment reports that leverage data from sources including: Bloomberg, Factset and APX. These reports will require a working kn...

• 

  Bank of the West

  • Investment Manager

    • Jun 1990 - Jan 1997
• 

  Morgan Stanley

  • Investment Specialist

    • Feb 1985 - May 1990