Results-driven leader with extensive experience in financial management, risk assessment, and team leadership. Proven track record in strategic planning and stakeholder engagement, driving organizational growth and community involvement.
Overview
50
50
years of professional experience
1
1
Certification
Work History
President & COO
MBA Insurance Agency, Inc.
Springfield MA & Boston MA
06.1997 - Current
Oversaw financial management to ensure compliance with industry regulations and standards, safeguarding organizational integrity.
Developed and implemented comprehensive insurance policies, aligning client needs with risk management strategies.
Mentored staff to enhance professional development, resulting in improved team collaboration and skill advancement.
President/N.E. Region
USF&G Insurance Company
Rocky Hill
06.1992 - 05.1997
Managed 500 Employees in 6 New England States for all Personal, Commercial, Bond and Claim Functions
Fostered relationships with key stakeholders, enhancing collaboration and driving value in business partnerships.
Championed corporate social responsibility programs, positively impacting community engagement and organizational reputation.
Represented organization at community events and public forums, effectively promoting mission and increasing visibility.
Sr.Vice President/Sales & Business Dev.
Aetna Life and Casualty
Hartford
06.1976 - 05.1997
Analyzed market trends to inform product development and competitive strategies.
Created plans to improve customer service standards throughout the organization.
Conducted regular reviews of business operations, identified areas for improvement, and proposed solutions.
Provided strategic guidance to executive team on operational decisions and initiatives.
Established key performance indicators to track progress against organizational objectives.
Education
CPCU - Insurance, Risk Mgt., Financial Mgt,
American Institute of Property & Liability Underwr
Malvern, PA
06-1983
BBA - Business Management
University of Massachusetts, Amherst
Amherst, MA
06-1976
Skills
Financial management
Compliance oversight
Risk assessment
Policy development
Stakeholder engagement
Strategic partnerships
Certification
Licensed Property, Casualty and Surplus Lines Agent
Timeline
President & COO
MBA Insurance Agency, Inc.
06.1997 - Current
President/N.E. Region
USF&G Insurance Company
06.1992 - 05.1997
Sr.Vice President/Sales & Business Dev.
Aetna Life and Casualty
06.1976 - 05.1997
CPCU - Insurance, Risk Mgt., Financial Mgt,
American Institute of Property & Liability Underwr