Experience

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  Accelerant Holdings

  • Special Consultant

    • Jun 2021 - Present

    Engage with Accelerant to define the role, structure and reporting function of a Group Investment Management Committee and lead that Committee as Chairperson post organization;Work with each Accelerant affiliate to understand their specific investment needs and ensure necessary liquidity is available, while simultaneously seeking to maximize current income within the quantified risk appetite and regulatory environment;Engage with current asset managers to review existing investments across all jurisdictions (Europe, UK, US, with a focus on liquidity needs and maximizing current income when balanced against risk appetite, capital constraints, etc.

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  Senior Health Insurance Company of Pennsylvania (SHIP)

  • Carmel, Indiana, United States

  • Special Consultant

    • Jan 2021 - Present
    • Carmel, Indiana, United States

    Work hand-in-hand with the receivership team of this long term care insurance company in rehabilitation. The initial focus is to restructure the asset portfolio and then to provide ongoing oversight of the investment managers and investment strategies

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  Newport Re

  • Hamilton, Bermuda

  • Board of Directors

    • May 2019 - Present
    • Hamilton, Bermuda

    As one of three non-executive Directors, charged with providing external oversight and direction for this newly formed Insurance Linked Securities (ILS) reinsurance company. Newport Re has the support and sponsorship from one of the largest global insurance companies and the industry's largest asset managers.Member - Investment CommitteeMember - Governance, Risk and Compliance Committee

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  Institutional Client Management, LLC

  • Founder & President

    • Jan 2019 - Present

    Based upon a 40 year history of building successful and diverse "teams of teams", this consultancy offers mentorship in professional sales skills and management of institutional client relationships with the goal of developing deep and lasting partnerships and enhanced revenue streams.

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  Alumni Ventures Group

  • Virtual

  • President Alumni Ventures Group AVG Artemis Venture Club

    • Aug 2020 - Jan 2021
    • Virtual

    AVG is on the cutting edge of expanding Venture Capital investing to the retail accredited investor marketplace. AVG Artemis is a Venture Club under the AVG umbrella whose membership includes VC investors not directly affiliated with one of AVG's University Alumni Funds. The specific role of Venture Club President includes working with Alumni Ventures Group investment professionals to educate AVG Artemis members on the fundamental of VC investing, with a specific focus on individual syndicated deals.

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  Services for the UnderServed

  • Greater New York City Area

  • Member, Board of Directors & Elected Secretary

    • Aug 2015 - Dec 2018
    • Greater New York City Area

    Influential Non-Profit in New York City; provides shelter & healthcare to Veterans, and those with physical and mental disabilities.

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  PIMCO

  • New York, NY

  • Executive Vice President, Head, Insurance Channel

    • Nov 1999 - Dec 2018
    • New York, NY

    ⭐️Facilitated portfolio growth; worked with staff to boost knowledge to ensure goals of the department were met; led team in the development of Portfolio Management Simulation for PIMCO Institute Client Seminars in 2010 which served as key component of semi-annual client education series.⭐️Orchestrated the creation and implementation of a full portfolio model structure; recruited and grew team of 2 into a robust team of 15 that were dedicated to industry leading client service and growth of Insurance General Accounts AUM; provided indepth leadership; ensured investment strategies and portfolio structures were communicated with clients, Boards of Directors and internal leadership.⭐️Exhibited senior leadership for the Fee Sentries Americas Committee and Fee Policy Group, developing the fee calibration for all PIMCO products, approved fee sentry exceptions on all non-standard asset management requests and deployed various strategic initiatives to boost investment strategies in the marketplace; interpreted strategy and structure of portfolios and presented strategic plans to Boards and Investment Committees.⭐️Created market growth; exhibited exceptional sales and business development expertise, and supported business continuity objectives as a Key Member of the Client Events Cabinet to execute all client events and as Chair of the Vulnerable Account Committee; drastically lowered vulnerabilities for the company by delivering retention plans for vulnerable client relationships.

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  Operations Homefront Northeast, Region

  • Member, Advisory Board

    • Jun 2014 - Sep 2018

    Administered services and support to active military families in the region.

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  Back Bay Advisors, LLP

  • Boston, MA

  • Executive Vice President

    • 1994 - 1999
    • Boston, MA

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  Bankers Trust Futures, Inc.

  • Senior Vice PresidentChicago, IL

    • 1993 - 1994

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  CM&M Futures

  • Chicago, IL

  • Senior Vice President, Manager – Chicago Board of Trade

    • 1990 - 1993
    • Chicago, IL

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  Futures Industry Association, Japan Chapter

  • Member, Board of Directors

    • 1988 - 1990

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  Carroll, McEntee & McGinley, Inc. (CM&M, Inc.)

  • Tokyo, Japan

  • Vice President & Chief Representative, Tokyo; Asia Regional Manager

    • 1987 - 1990
    • Tokyo, Japan

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  Cargill Investor Services. Inc

  • Chicago, IL & Tokyo, Japan

  • Regional Manager, Far East Region

    • 1982 - 1987
    • Chicago, IL & Tokyo, Japan

    Regional Manager, Far East Region (1986 – 1987)Manager, Grains Analysis Staff & Agricultural Floor Manager (1985 – 1986)Senior Grains Analyst (1983 – 1985)Grains Analyst (1982 – 1983)

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  Texas A&M University

  • College Station, Texas

  • Research and Teaching Assistant

    • 1979 - 1981
    • College Station, Texas