Experience

US LEGAL SERVICES INC

• United States
• Legal Services
• 1 - 100 Employee

• Chief Revenue Officer (CRO)

  • Nov 2022 - Present

  Chief Revenue Officer charged with developing national sales & marketing strategy identifying new markets, industry verticals, strategic eco-system partnerships and integrating Sales & Customer Success Teams. Aligning new legal services with financial wellness, tax advisory & identity theft/cyber risk solutions with current employee benefit trends with employer recruitment & retainment strategies. Chief Revenue Officer charged with developing national sales & marketing strategy identifying new markets, industry verticals, strategic eco-system partnerships and integrating Sales & Customer Success Teams. Aligning new legal services with financial wellness, tax advisory & identity theft/cyber risk solutions with current employee benefit trends with employer recruitment & retainment strategies.



Carebook Technologies Inc.

• Canada
• Health, Wellness & Fitness
• 1 - 100 Employee

• Executive Vice President Business Development & Partnerships

  • Apr 2022 - Oct 2022

  Executive Vice President for Business Development & Partnerships at Corehealth and Carebook Technologies focused on engagement with National Employee Benefits Consultants & Insurance Brokers, Insurance Carriers, and specialized industry verticals in transportation, pharmacy, grocery, healthcare systems and hospitals. Carebook is a SaaS technology company providing a holistic digital health & wellbeing platform focused on mental, financial, social and lifestyle wellness solutions to improve the lives of employees, employers, and the communities they serve. Show less



Allstate Benefits

• United States
• Insurance
• 700 & Above Employee

• EVP-Sales and Distribution

  • Mar 2008 - Feb 2022

  Accomplished purpose driven executive with proven results-oriented experience leading all group sales and distribution in US and Canada, managing over 250 seasoned sales professionals and six direct team leaders across multiple distinct distribution channels in two countries. Integral part of executive leadership team developing corporate actions to improve and maintain competitive position across distribution, product, enrollment and customer experience. Important leadership voice around strategy integration with technology roadmap, data & analytics and market optimization initiatives designed for scalability leading to increased ROI, faster automation, and enhanced customer success and loyalty. Responsibilities included sales, revenue, and profit growth, internal/external strategic partnerships, due diligence for mergers and acquisitions, international market development and expansion, captive strategies & alternative benefits funding, and growth, mentorship and team building of sales leaders to drive accountability, talent management development and performance enhancement. Show less



Aon

• Albania
• Electric Power Generation
• 1 - 100 Employee

• Vice President

  • May 1999 - Mar 2008

  Health & Benefits consultant responsible for new acquisition, growth, and client management of profitable multi-million dollar personal book of business across multiple industries and verticals. Responsible for revenue generation, business development and client management for areas in medical plan design & funding, captives and alternative funding strategies, disability & absence management, benefits administration outsourcing and voluntary benefits & employee enrollment and communication. Southeast Voluntary Benefits Practice leader working with all Aon offices to accelerate business development. Show less



Marsh McLennan Agency

• United States
• Insurance
• 1 - 100 Employee

• Vice President

  • Jul 1990 - Apr 1999

  Employee Benefits & Property Casualty broker responsible for revenue generation and client acquisition. National Director for several large prestigious association insurance management programs including the American Trucking Associations. Employee Benefits & Property Casualty broker responsible for revenue generation and client acquisition. National Director for several large prestigious association insurance management programs including the American Trucking Associations.