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Captive Advisory Partners
MY STORY
With over 20 years of experience in operations, risk management, and compliance, I bring a deep background from my previous roles at Marsh, AIG, and UBS. As a seasoned insurance risk professional, I have developed strong skills in insurance operations, data analytics, and financial reporting. At Marsh, I led the surplus lines team, where I managed process improvements, technology enhancements, bordereau reporting, and in-house training. In my role as a Compliance Officer at AIG, I oversaw surplus lines compliance and operations functions for state agencies, coordinating with underwriting and accounting teams to ensure timely filings and payments.

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