
Timeline
About me
President at KW Specialty Insurance Company
Education

Arizona state university
1985 - 1990Bs finance & risk management
University of phoenix
1995 - 1997Mba business administration
Experience

New york life insurance company
Jan 1990 - Feb 1992Agent
Nationwide
Mar 1992 - Mar 2018Lead a team of 19 underwriting professionals focused on the Property & Casualty and Personal Lines for the Mid-Atlantic Region of the Contract Underwriting Division. Grew our market share position from #8 to #3 in the three years I was honored to lead the region, while increasing net operating income from $9 million to $23 million over that same period of time. Thanks to an amazing group of insurance professionals who were affectionately called "The Middies", we collectively and effectively executed on our strategy to increase market share and net operating income. Show less Accountable for leading or co-leading complex strategic market research projects for the Scottsdale Group of insurance companies (Scottsdale Insurance Company, Western Heritage Insurance Company, Freedom Specialty Insurance Company, National Casualty Company, Scottsdale Indemnity Insurance Company, Scottsdale Surplus Lines Insurance Company). Meet with business unit leaders to understand their information/intelligence needs in order to deliver insight in support of strategic marketing activities, opportunity due diligence and cross-brand initiatives and presents findings to senior management.I have good cross-functional organizational agility and deep knowledge of business strategy, working closely with our strategy leaders. When called upon, I provide direction in planning, design, development and implementation of market research projects at the company or division level for internal and external audiences. I collaborate and consult with associates to determine appropriate solutions for the most complex and ambiguous market research projects that involve multiple disciplines and impact multiple business units. I initiate, evaluate and recommend best research supplier companies and work to create sophisticated data collection and reporting instruments, while initiating recommendations to pursue new product and/or marketing opportunities. I also provide direction, insight and recommendations for complex marketing strategies, based on findings from research, for improving business performance.I maintain contact with industry personnel and associates to keep current on product trends, legislative changes, customer preferences, and related research. Show less
Senior Director - Contract Underwriting at Scottsdale Insurance Company, a Nationwide Company
Feb 2015 - Mar 2018Marketing Director at Scottsdale Insurance Company
May 2005 - Feb 2015Marketing Consultant at Scottsdale Insurance Company
Apr 2002 - Apr 2005Marketing Analyst at Scottsdale Insurance Company
Oct 2000 - Mar 2002Marketing Representative at Scottsdale Insurance Company
May 1999 - Oct 2000Senior Underwriter at Scottsdale Insurance Company
Jan 1996 - Apr 1999Underwriter II at Scottsdale Insurance Company
Jan 1995 - Dec 1995Underwriter at Scottsdale Insurance Company
Jan 1994 - Dec 1994Assistant Underwriter at Scottsdale Insurance Company
Oct 1992 - Dec 1993Mailroom Clerk at Scottsdale Insurance Company
Mar 1992 - Sept 1992

Kw specialty insurance company
Mar 2021 - nowPresident
Apr 2018 - nowMember - Board Of Directors
Mar 2021 - now
Licenses & Certifications

Certified insurance wholesaler (ciw)
AamgaMay 2014
Advanced communicator silver (acs) & competent leader (cl)
Toastmasters internationalMay 1996
Napslo executive leadership summit
Darden executive education
Associate in general insurance (ains)
Insurance information instituteFeb 1994
Volunteer Experience
Endowment Member & Volunteer
Issued by Sun Devil Club on Feb 2020
Associated with Gary Romay, MBA, AINS, CIWVolunteer & Donor
Issued by 100 Club of Arizona on Apr 2008
Associated with Gary Romay, MBA, AINS, CIWVolunteer & Donor
Issued by Pat Tillman Foundation on Jan 2009
Associated with Gary Romay, MBA, AINS, CIWVolunteer & Donor
Issued by St. Mary's Food Bank Alliance on Oct 2009
Associated with Gary Romay, MBA, AINS, CIW
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