Finance Contractor

• 2021 - Present

Vice President of Finance

• 2020 - 2021

MDwise, Inc. is an Indiana-licensed health plan serving families in communities throughout the state. As Vice President of Finance, I support all aspects of the accounting and financial planning and analysis activities of the organization.

Director of Finance

• 2019 - 2020

FP&A Contractor

• 2018 - 2019

Chief Financial Officer

• 2012 - 2017

An affiliate of Senior Health Insurance Company of Indiana, Fuzion was founded in 2012 to develop and sell analytic tools for the long-term care industry. An affiliate of Senior Health Insurance Company of Indiana, Fuzion was founded in 2012 to develop and sell analytic tools for the long-term care industry.

Chief Financial Officer

• 2008 - 2017

Senior Health Insurance Company of Pennsylvania is a closed-book, long-term care insurance company that originated in 2008 as a spinoff of CNO Financial. Operating in a challenged industry, its mission is to serve policyholder interests and maintain solvency throughout the life of its remaining policies. Joined the company as Director of Financial Planning and Analysis; subsequently promoted to Chief Financial Officer, appointed Treasurer, and elected to the Board of Directors. Senior Health Insurance Company of Pennsylvania is a closed-book, long-term care insurance company that originated in 2008 as a spinoff of CNO Financial. Operating in a challenged industry, its mission is to serve policyholder interests and maintain solvency throughout the life of its remaining policies. Joined the company as Director of Financial Planning and Analysis; subsequently promoted to Chief Financial Officer, appointed Treasurer, and elected to the Board of Directors.

Principal

• 2006 - 2008

Provided outsourced CFO/Controller services to small businesses directly and through subcontractors. Served clients primarily in the insurance and technology industries. Provided outsourced CFO/Controller services to small businesses directly and through subcontractors. Served clients primarily in the insurance and technology industries.

Chief Financial Officer

• 2005 - 2006

Promoted to Chief Financial Officer and Treasurer by new ownership.

Controller

• 1990 - 2005

Benicorp was a locally-founded, small-group health insurance company with revenue of $90 million. Competing with much larger companies, it grew in size and profitability until it was acquired by an unrelated party in 2005.

Vice President Of Accounting

• 1987 - 1990

Promoted to Controller and then Accounting Vice President upon resignation of incumbents. Managed challenges of growth during a doubling in size.

Accounting Manager

• 1985 - 1987

Life of Indiana was comprised of an SEC-registered parent company and a life, annuity and health insurance company licensed in 37 states with $90 million in revenue.

Audit Staff

• 1984 - 1985

Peat Marwick Mitchell was a big eight accounting firm that, through merger and renaming is now KPMG. Peat Marwick Mitchell was a big eight accounting firm that, through merger and renaming is now KPMG.

Audit Intern

• 1983 - 1983

Arthur Young was a big eight accounting firm that merged with Ernst and Whinney in 1989 to become Ernst and Young. Arthur Young was a big eight accounting firm that merged with Ernst and Whinney in 1989 to become Ernst and Young.