Bio
Experience
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Managing Partner
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Sep 2013 - Present
We work principally with successful individuals and families to provide personal insurance advisory services. We practice a highly consultative approach through an in-depth risk assessment and provide customized, attentive counsel. We work with individuals and families from across the United States.
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Fort Point Insurance, a division of Hub International Insurance
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San Francisco Bay Area
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Vice President, New Business Development
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Jun 2010 - Jul 2013
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San Francisco Bay Area
Fort Point Insurance is a boutique specialty office within the nation's 10th largest insurance brokerage. Worked in an advisory capacity, partnering with successful individuals and families, and their advisory teams, developing personal property and casualty insurance programs.
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Switzerland
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Insurance
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700 & Above Employee
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Assistant Vice President, Regional Manager
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Aug 2005 - Jun 2010
Personal Lines Manager for Northern California and Northern Nevada. Responsible for growth, profit and new business.
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Marketing Specialist, E-Business Consultant
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Apr 1999 - Aug 2005
Territorial Marketing Representative for Boston, Metro West and Rhode Island territories. Responsible for working directly with independent agents and brokers to drive both growth and profitability. Responsible for implementing personal and commercial lines e-business strategy in MA, RI, CT, NH, ME and NY.
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Selective Insurance
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Baltimore, Maryland Area
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Business Systems Analyst, Underwriter
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Jun 1995 - Apr 1999
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Baltimore, Maryland Area
Designed, tested and trained independent agents and company personnel on the use of point of sale rating and underwriting software.Performed risk management analyses for incoming commercial business opportunities; worked directly with independent agents in accordance with profit and growth goals.
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Education
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1991 - 1995Ithaca College
BS, Marketing, International Business
Suggested Services
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Industry Focus. “Insurance and Risk Management”
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