Who We Are

Who We Are: About

has for 35 years, been a part of the alternative risk financing industry
is experienced in the design and implementation of US compliant risk financing structures
uses captives and other alternative risk mechanisms
is a veteran of the complete product cycle: financing, development, underwriting, and production
has worked in the US and Bermuda for major insurance companies including Lexington Insurance Company (a division of AIG), Liberty Mutual Insurance, and Safety National Casualty Corp
focuses on nontraditional risks and exposures as well as the traditional

Former Liberty Mutual Division Executive responsible for national commercial lines insurance operations
35 years of experience in traditional and alternative insurance markets
Carrier experience underwriting and servicing small commercial policies as well as loss sensitive programs
Developed an E&S Insurance company and broker network for specialty products
Established various MGU/MGA program arrangements for insurance carrier
Created fronting and reinsurance relationships for group and single parent captives
Established various captive insurance companies in domestic and international domiciles
Developed operational structure for carrier to work with TPAs

38 years at an International Fortune 100 Insurer with experience ranging from small commercial to national accounts
Commercial claims in traditional casualty lines
Commercial Underwriting in all P&C lines
Led Specialty Inland Marine UW operation
Experience in complex financial programs including large deductibles, LRARO, and captive arrangements
Experience with creative insurance structures including fronting and reinsurance

Former Marsh, AIG, and UBS professional with over 20 years of experience in operations, risk management, and compliance
Seasoned insurance risk professional with several years of experience with skills in insurance operations, data analytics and financial reporting
Led Marsh’s surplus lines team, managing process improvements, technology enhancements, bordereau reporting and in-house training
As Compliance Officer at AIG, oversaw surplus lines compliance and operations functions for state agencies, coordinating with underwriting and accounting to ensure timely filings and payments

Seasoned professional in the fields of finance and risk management spanning several decades.
His career encompasses a broad range of roles, including corporate finance, data analytics, risk management, logistics, sales, and marketing.
He holds a BA in Accounting, master’s degree in business administration and professional certifications in both insurance and risk management.
His career includes working for notable organizations such as Liberty Mutual and Arthur Gallagher, higher education institutions, as well as insurance and MGU agencies.

Seasoned Commercial Insurance professional with over 35 years of experience at both national carriers and retail agencies.
Responsible for commercial underwriting support operations at major insurance carrier
Operations expertise focusing on process improvements, performance analysis, quality improvements and overall department strategy.
Global Sourcing expertise in vendor selection, planning and implementing migration and ensuring year over year service and quality excellence is met.
Leading operations teams at both national carriers and retail agencies; responsible for implementing system updates, change management, training for both internal groups and clients, and creative problem solving.
Retail agency was the 11th agency in the state to obtain the Five Star award of Distinction under my leadership.
Currently holds CIC designation, CIOP (operations) certification, courses and training on many aspects of leadership, and a BA from Boston College.

Captive insurance expert working with clients across a range of industries
Conducts feasibility studies, risk management assessments, captive licensure, and claims handling
Graduated with a JD from Vanderbilt Law School and is pursuing an LLM in Taxation from New York University
Holds a BA in Physics from Carleton College and maintains his ACI designation

Experienced in administration and training in several environments including academics, hospitality, broadcasting, publishing, and print media design and development
Worked extensively on corporate branding
Focus on invoicing, bookkeeping, team/project organization, and multimedia presentations
Holds degrees in English and Journalism with extensive studies in communication sciences

Experienced in project management, executive support, process workflows, marketing, writing, and more
Dynamic & cross-functional with a dedicated focus on support, proactive organization, and helping keeping projects on track
Holds a degree in business administration with a specialization in marketing and entrepreneurship