Operations & Customer Service/Success leader with a reputation for increasing and protecting the revenue base by creating and implementing strategies and platforms that increase service quality, drive new business & renewal revenue, and minimize attrition. Extensive experience analyzing and optimizing the customer value chain and delivering solutions that propel both customer satisfaction and profitability. Expertise in leading execution of strategic transformations in small to large Group Benefits insurance businesses, including Life, Dental, Disability, Accident, Critical Illness, Hospital Indemnity, Pet, Auto and Home.


Trusted advisor to Startup Founders and C-level executives who brings decades of experience as an early-stage investor, entrepreneur, strategist, consultant, Fortune 100 corporate executive and mentor. Keen ability to identify a product’s unique value proposition then develop actionable strategies that optimize business growth and ROI potential. Guided startups in raising over $100M in venture capital by helping leadership articulate their competitive advantages, pinpoint high-value/high-margin market opportunities, build sound go-to market strategies and identify strategic partnerships.


Award winning CIO who drives innovation throughout the entire value chain by combining deep insurance industry with technology expertise to improve efficiencies, cost savings, customer experience and competitive advantage. Reputation for propelling profitability by implementing best in class technology solutions and delivering superior project execution with a relentless focus on managing stakeholder collaboration and communication. Ability to leverage vast knowledge of InsurTech ecosystem to capitalize on opportunities for digital transformation and value creation.


Award-winning digital insurance innovator, creative visionary and thought leader who helps emerging InsurTechs drive brand awareness, engagement, revenue and market share. Extensive full lifecycle experience in developing high-value brand platforms, including strategy, design, advertising, digital/social media, marketing/communications, PR, mobile apps, strategic partnerships and agency management. Brings unique combination of branding and technology expertise to create and market services and applications that generate both B2B and B2C competitive advantage.


CEO/Managing Partner with deep full lifecycle experience in building successful InsurTech businesses from scratch, leading through early- stage revenue growth and positioning them for acquisition; from market analysis to planning, funding, product development, operations, sales, launch, scaling, roll-up and exit. Recognized for ability to identify trends, and source and capitalize on high-potential opportunities by leveraging an acute knowledge of the InsurTech landscape, including emerging and established technologies and start-ups. Brings a vast network of relationships with carriers (Life and P&C), agents, wholesalers, FinTech leaders, startups, and VC & PE investors.


P&C Product Development leader who delivers products and enhancements that support profitable growth and cost savings by leveraging broad experience in commercial casualty underwriting, product development, market intelligence and innovation. Expertise in end-to-end product design and development life cycle and achieving positive project outcomes by taking complete ownership of strategy and managing cross-functional execution. Keen ability to explore creative solutions to complex problems that ultimately improve project management processes, productivity and top line growth.


InsurTech CEO/Strategic Leader with broad experience in driving revenue growth by developing and executing game changing visions for industry disrupting products. Has founded/co-founded 3 profitable companies, and led their funding, operations, growth and exit strategies. Brings extensive knowledge of the insurance industry ecosystem, with particular expertise in auto, home, commercial, cyber and life. Ability to leverage deep understanding of SaaS platforms and how to optimize technology, monetize data and services, and package it for easy consumption.


Insurance/InsurTech CEO with extensive experience driving revenue and value creation for start-ups to large businesses in the U.S. and abroad. Particular expertise in evaluating operating performance, then developing and implementing the optimal financial, product, marketing, distribution and talent strategies to scale and/or pivot. Deep knowledge of P&C, with CLU and CPCU designations.


Senior HR Leader and strategic C-suite partner who propels growth by establishing organizational structures, systems and processes that align with business vision and goals. Extensive experience scaling companies and LOBs in the Fortune 500 to privately held businesses and start-ups, including managing operations and cross-cultural dynamics in the Americas, APAC & EMEA regions. Particular expertise delivering principle-based solutions to attracting, developing and retaining talent through a combination of strategic and hands-on full-cycle HR leadership.


Chief Transformation/Claims Officer who delivers best in class performance and drives profitability for large scale insurance companies through continual improvements in people, processes and technology. Particular expertise in propelling business growth and efficiency through expense, indemnity, customer experience and employee retention initiatives. Broad operational leadership experience across standard and non-standard personal lines, commercial lines and special lines insurance in all distribution channels.


Business Systems/Strategy/IT leader with broad knowledge of insurance company ecosystem, and the product solutions that drive business growth, customer value and competitive advantage. Expertise in end-to-end process improvement and project delivery, from needs assessment to strategy, technical requirements, managing development partners, testing/user validation, UX/UI, implementation, enhancements, training and application/product support.