Experience

Management Research Services
• Insurance
• 1 - 100 Employee
• Chief Marketing Officer

  • Sep 2009 - Present


Beneficial Financial Group

• Financial Services
• 1 - 100 Employee

• Vice President

  • Mar 2007 - Dec 2009

  Vice President of Underwriting and Customer Operations • Manage underwriting team of six underwriters • Oversee Company’s Teleunderwriting Unit • Develop underwriting procedures • Maintain vendor relationships In addition responsible for Policyowner Service, New Business, Model Office and Claims. Vice President of Underwriting and Customer Operations • Manage underwriting team of six underwriters • Oversee Company’s Teleunderwriting Unit • Develop underwriting procedures • Maintain vendor relationships In addition responsible for Policyowner Service, New Business, Model Office and Claims.



Sentry Life Insurance Company

• United States
• Insurance
• 1 - 100 Employee

• President

  • May 1999 - Feb 2007

  • Spearheaded team that redesigned product portfolio (individual life and annuity as well as group annuity products) • Oversaw development of paperless underwriting process • Negotiated sale of company’s block of small group medical insurance • Restructured Group Annuity Sales operation stimulating growth from $80 million to $120 million in first year • Member of Sentry Life of New York Insurance Company’s Board of Directors • Spearheaded team that redesigned product portfolio (individual life and annuity as well as group annuity products) • Oversaw development of paperless underwriting process • Negotiated sale of company’s block of small group medical insurance • Restructured Group Annuity Sales operation stimulating growth from $80 million to $120 million in first year • Member of Sentry Life of New York Insurance Company’s Board of Directors



Sentry Equity Services, Inc.

• United States

• President

  • May 1999 - Feb 2007

  • Oversaw product development, marketing and compliance for Sentry’s broker/dealer • Supervisor of 450 Series 6 NASD licensed representatives • Also served as Vice President of the Sentry Mutual Fund with assets in excess of $100 million • Currently NASD Series 6, 26 and 63 licensed • Oversaw product development, marketing and compliance for Sentry’s broker/dealer • Supervisor of 450 Series 6 NASD licensed representatives • Also served as Vice President of the Sentry Mutual Fund with assets in excess of $100 million • Currently NASD Series 6, 26 and 63 licensed



Guarantee Life Insurance Company

• United States
• Insurance
• 100 - 200 Employee

• Operational Vice President & Chief Underwriter

  • May 1994 - May 1999

  • Developed and staffed start up branch office • Spearheaded integration of acquired life company • Developed ongoing underwriting continuing education program • Member of Westfield Life Insurance Company’s Board of Directors • Developed and staffed start up branch office • Spearheaded integration of acquired life company • Developed ongoing underwriting continuing education program • Member of Westfield Life Insurance Company’s Board of Directors



Sunset Life Insurance Company

• Asst. Vice President & Chief Underwriter

  • Oct 1985 - May 1994

  • Developed company’s Underwriting Procedure Manual • Developed ongoing underwriting continuing education program • Served as President of Sunset Life’s Essell Credit Union—a 500 member credit union with assets in excess of $30 million • Developed company’s Underwriting Procedure Manual • Developed ongoing underwriting continuing education program • Served as President of Sunset Life’s Essell Credit Union—a 500 member credit union with assets in excess of $30 million



Farmers New World Life

• United States
• Insurance
• 1 - 100 Employee

• Underwriting Supervisor

  • Oct 1981 - Oct 1985

  • Appointed supervisor of new branch office • Completed FNWL’s “Underwriting Training Program” • Appointed supervisor of new branch office • Completed FNWL’s “Underwriting Training Program”