Burt Wilson

Experience

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  KPMG US

  Jan 1985 - Jan 1988

  Supervising Senior

  • Successfully passed CPA exam in first sitting.• Jump promoted, only second time in office history.

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  Silvercrest Industries, Inc.

  Jan 1988 - Jan 1989

  Senior Vice President

  • Executive in-charge of SEC reporting and compliance of this multi-corporate multi-divisional public company with annualized sales of $70M.• Sold various business segments/divisions and provided oversight of subsequent restructuring of the public shell for sale or merger.• Managed and maintained shareholder relations and coordinated with outside CPA’s regarding annual audit.• Restructured finance/accounting departments.• Led conversion of computer hardware and software to the then current state-of-the-art systems. Show less

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  New Life, Inc.

  Jan 1989 - Jan 1998

  President

  NEW LIFE, INC., Laguna Beach, CA and Dallas, TX President Led all aspects of national behavioral healthcare company including strategic planning, business development, P&L and all areas of human capital. Led growth of the venture-funded start up to 80+ locations, 850 employees and revenues of $50M+.• Led start-up of conferences/seminars division (Women of Faith). In third year, division had revenues of $16M and toured 29 cities in arenas with attendance of over 350,000.• Negotiated acquisition of hospital facility from public company using preferred class of stock from private company. Revenues increased from $6M to $18M in three years while profits went from break-even to $3.8M.• Directed national marketing and advertising campaigns of radio, television, direct mail, print and infomercials creating brand awareness and increasing call volume while lowering the advertising budget by 35% and reducing department overhead by 75%.• Negotiated acquisition of largest competitor that increased revenues 100% while diluting ownership only 14%.• Developed and managed strategic alliances in publishing and recording industries.• Restructured organization and merged corporate cultures after acquisition which included moving corporate office to Dallas, centralizing 13 multi-state corporations and the respective corporate office functions and employees.• Negotiated several rounds of equity financings with existing and new investors.• Managed complex litigation in areas of corporate and professional liability.• Negotiated acquisition using stock, warrants, cash, notes, license arrangements, employment agreements, and earn-outs. Simultaneously negotiated for funding of the down payment through equity and complex hospital agreement which included a working line of credit extended by the hospital and the company being acquired. Led challenging integration of acquired operations into the organization. Show less

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  AIG

  Jan 1998 - Jan 2011

  President

  MEDICAL EXCESS LLC, Grass Valley, CA 1998 - 2011Member company of AIG and catastrophic medical risk management company focused on employer medical stop loss, carve outs and other niche medical products through insurance, excess and reinsurance coverage’s.Member (Owner) & President Held strategic planning and leadership role over senior management, including Chief Actuary, Chief Underwriting Officer, Vice President of Sales, Chief Operating Officer, Chief Compliance Office, marketing and product development.• Served as Board Member.• Negotiated merger into AIG subsidiary. • Led subsequent integration of the two organizations.• Recruited, developed and mentored senior management team. Show less

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  American General Life Companies is now part of the AIG Family!

  Jan 2011 - Jan 2014

  Senior Vice President

  AIG bought out personal ownership interest in Medical Excess LLC; Stayed on board to assist with the transition upon request. Responsible for all aspects of development and delivery of Medical Stop Loss Captive business solutions to small to mid-size employee benefit market.• Recognized industry expert, frequently speaking at self-funding industry conferences and captive industry conferences in the U.S. and abroad.• Identified and developed relationships with other AIG divisions resulting in cross-selling business that benefited all divisions.• Identified, developed and negotiated a relationship and exclusive contract with best-in-class agency for turn-key product, locking competitors from access to the agency and established the foundation for growth.• Through strategic leadership AIG became industry pioneer and dominant leader in application of captives to medical stop loss / self-funding marketplace. • Led premium growth from $7M to $51M while exceeding block profitability goals.• Board of Directors – National Union Fire Insurance Company of Vermont. Show less

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  Partners In Care, LLC

  Jan 2014 - now

  Founder

  We are a locally owned company that places compassionate caregivers in the homes of seniors and the chronically disabled that need help enabling them to remain at home. We offer a wide range of personalized services from a few hours a day a couple days a week to 24 hour care.Our caregivers are well trained and highly qualified providing care in areas such as:• caring companionship• meal planning & preparation• transportation to the doctor/pharmacy etc.• running errands• light housekeeping• medication reminders• assistance with • bathing• paying bills• etc.Our priority is to provide completely trustworthy caregivers who provide extraordinary care, treating seniors with the love, dignity and respect they deserve. Our caregivers are thoroughly screened, meticulously selected, well trained, bonded and insured.Please let me/us know if you know of someone in need of this type of care. Show less

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  PARTNERS IN CARE HOSPICE, LLC

  Jul 2019 - now

  Founder

  Providing comfort and care for the patient and the family is our central concern, ensuring every moment counts during the last months of life with the services of Hospice care. An interdisciplinary team of caring professionals work closely together to understand patient and family needs providing individualized physical, spiritual, and emotional care at the highest quality through end of life. End-of-life care options that include the entire family help transform a difficult time into a lasting heartwarming memory for survivors.We are a locally owned Hospice Agency licensed by the State of California and Medicare Accredited. Show less