Experience

Standard Casualty Company

• United States
• Insurance
• 1 - 100 Employee

• Chief Financial Officer / Secretary & Treasurer

  • Jun 2017 - Present

  New Braunfels, TX Lead the preparation of GAAP and Statutory Financial Statements, including presentations and analyses for the Cavco parent company and Board of Directors. Coordinate analyses of reserve adequacy and Statement of Actuarial Opinion with 3rd Party actuarial firm. Prepare and deliver presentations to potential reinsurance partners, rating agencies, and Texas Department of Insurance.



R-Powered Consulting

• United States
• Business Consulting and Services

• President, Senior Consultant

  • Mar 2013 - Jun 2017

  San Antonio, Texas Area Actionable management consulting and analytics for all major functions of a firm - Marketing, Sales, Operations and Corporate Finance. Specializing in: Direct Response Marketing research & analysis; Sales & Operations performance optimization models; Marketing/Financial Analyst training & development; Management Advisory Services. Clients: Ace Spring Service Inc., San Antonio, TX. Acting Controller for $2M auto, light & heavy duty truck suspension parts & service; supply chain… Show more Actionable management consulting and analytics for all major functions of a firm - Marketing, Sales, Operations and Corporate Finance. Specializing in: Direct Response Marketing research & analysis; Sales & Operations performance optimization models; Marketing/Financial Analyst training & development; Management Advisory Services. Clients: Ace Spring Service Inc., San Antonio, TX. Acting Controller for $2M auto, light & heavy duty truck suspension parts & service; supply chain, pricing and financial systems automation services. MR3 Health Inc., San Antonio, TX. Early revenue stage bio-tech/medical diagnostic service. Acting SVP Sales & Service, managing sales & service delivery and process improvement, market research, business modeling and statistical analysis. Freedom Mortgage Corp, Mount Laurel, NJ. Privately owned multi-billion dollar mortgage lender. Provided project management support for marketing technology and process improvement initiatives. Connect America LLC, Philadelphia, PA. Interim EVP-Sales and CMO for $400M provider of medical alert systems; direct marketing & sales reporting, process and performance solutions. Rapid Advance, Bethesda, MD. Fast-growing provider of business loans for small/medium size companies. Provided general consulting to support telephony/CRM integration. Show less



The Scooter Store

• United States
• Medical Equipment Manufacturing
• 300 - 400 Employee

• Interim CMO / VP - Marketing Research & Analysis

  • Jan 2008 - Mar 2013

  New Braunfels, TX Ensure direct response (DRTV, Direct Mail, E-Marketing) marketing campaign performance meets stated company goals. Develop, monitor and analyze campaign & channel level KPIs. Perform primary and secondary research of consumers and other key stakeholders, including purchase decision preferences, media habits, segmentation, benefit laddering and other studies as appropriate.

• VP – Operations Strategy, Process & Analysis

  • Apr 2006 - Jan 2008

  New Braunfels, TX Prioritized and managed systems development, enhancement and business process improvement projects supporting the Sales, Operations, Marketing and related divisions.

• Director – Corporate Financial Planning, Performance & Analysis

  • Mar 2003 - Apr 2006

  New Braunfels, TX Designed, developed and implemented the financial and operational budget processes for the organization (their first formal budget), which included 70 retail locations nationwide. Developed and analyzed enterprise-wide balanced scorecards. Design, build and analyze economic feasibility models for current and proposed business initiatives.



USAA

• United States
• Financial Services
• 700 & Above Employee

• Director - Corporate Financial Performance

  • Feb 1983 - Feb 2003

  Responsible for the objective financial evaluation of corporate, divisional and staff support areas and subsequent annual performance bonus recommendations to the Board of Directors. Developed strategic and operational financial goals for corporate, divisional and staff support areas. Designed and implemented corporate and profit center balanced scorecards integrating financial, market and program/project objectives and metrics.