Experience

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  Bank of america (oregon bank)

  Nov 1986 - May 1988

  Internal auditor

  I conducted reviews of all Oregon Bank (acquired by Bank of America) branch offices and business units (e.g. Trust) throughout Oregon. I made recommendations for improvement to banking office managers and senior management of the bank. I was promoted to a senior position overseeing other auditors within 12 months.

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  Florida tile, inc.

  May 1988 - Jan 1991

  Sales representative

  I marketed ceramic tile, natural stone and sundry items to all retail floorcovering stores, contractors, builders, designers, and architects throughout Washington State. Sales increased 180% under my tenure. I was recruited away from the company by CeramaSeal to sell their specialty chemical products for tile and stone.

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  Bostik (ceramaseal, inc.)

  Jan 1991 - Aug 1992

  National sales manager

  I was responsible for direct sales of CeramaSeal products to floor covering stores, contractors, designers and architects in Washington State. In other regions of the United States and Western Canada, I developed relationships with ceramic tile and natural stone distributors who sold our products. Under my tenure, sales tripled. I created a unique acrylic point of sale rack to display our products in our distribution partners' showrooms. CeramaSeal was sold to Bostik in 1992.

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  Piper jaffray

  Sept 1992 - Oct 1997

  Investment executive

  I successfully managed my retail and corporate client's fixed income and equity investments ($10+ million) by adhering to asset allocation techniques, conducting tireless research and providing easy to understand explanations and education. I was given the Bobby Piper Community Service Award in 1996 for my volunteer work with Make a Wish and other organizations.

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  Wells fargo (norwest investment services, inc.)

  Oct 1997 - Jun 1998

  Investment officer

  I was recruited by Norwest Investment Services, Inc. (acquired by Wells Fargo) to work in their new concept "national brokerage office" where Norwest Mortgage Brokers (largest mortgage company in the country at the time) would refer their clients to Norwest Investment Officers. I produced the largest amount of revenue in the Kirkland office until I went to work for Physicians Insurance as a Registered Investment Advisor. Ultimately, the concept failed and the Kirkland office was closed.

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  Physicians insurance

  Jul 1998 - Feb 2007

  Associate vice president - nordic

  For the first 18 months at Physicians Insurance, I was a Registered Investment Advisor for a subsidiary called PHYSIS which provided retirement plan services to physicians and medical clinics throughout the Pacific Northwest. The board of directors chose to close PHYSIS and provided me the opportunity to oversee their dental professional liability company called Northwest Dentists Insurance Company (NORDIC).I led NORDIC through a major period of growth and profitability by opening more than 1,400 new accounts and capturing 75% of the available market. Revenue grew 8% annually without a corresponding increase in expenses. I represented the company at all trade shows and professional association events. Also, I was responsible for preparing and filing comprehensive applications for expansion into new territories. I reported directly to the CEO and ran the quarterly board of directors meetings. Show less

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  Moda health

  Mar 2007 - May 2010

  Managing director - nordic

  ODS Companies, now MODA Health, purchased NORDIC from Physicians Insurance in 2007. I was hired by MODA to ensure a seamless transition by retaining more than 2600 dentists and to help expand the company. NORDIC continued to prosper by earning additional endorsements from organized dentistry like the Idaho State Dental Association and Seattle/King County Dental Society which I played a key role in obtaining. Created and presented risk management seminars to dental societies/organizations around the Northwest. Show less

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  Coverys (washington casualty company)

  May 2010 - May 2014

  Regional vice president

  Directed strategic planning and budget forecasts. Supervised 13 leaders and managers in Pacific Northwest Region overseeing 84 clients with $18 million in annual premium revenue. Established community outreach initiatives and liaised with senior executives of hospitals, community health centers, and diverse healthcare facilities and industry leaders to create strategic partnerships.• Led national corporate growth in 2010 through opening the largest number of new healthcare facility accounts in first year of employment, resulting in promotion in 18 months.• Slashed annual expenses by $300K through staff development initiatives resulting in increased operational efficiencies among existing employees. • Recognized for generating record-breaking $3.2 million in new business in 2012 which was the largest amount of revenue in the division’s history.• Forged solid relationships with clients and supply chain partners resulting in capturing 82% of the competitive Washington market of rural-based hospitals. Show less

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  Physicians insurance

  Jun 2015 - Jan 2017

  Complex accounts executive

  Directed multiple business transformations of under-performing divisions resulting in significant national expansion in geographic footprint, net revenue, and market position. Benchmark organization in competitive landscape to author risk management and mitigation programs. Collaborate with executive team to translate research reports into actionable business opportunities.• Secured $5 million of new revenue potential by identifying market niche in home healthcare sector to expand client base and engage in business development opportunities.• Expanded geographical sales territory through authorship of Alternative Division Sales Plan and drafting and executing strategic plan for new market entry and service launch in Alaska.• Supported corporate diversification goal through successful project management and negotiation of a $38 million business acquisition and continuous operational improvements. Show less

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  Water and sewer risk management pool

  Jun 2017 - now

  Chief executive officer/executive director

  We have completely transformed WSRMP's downward trajectory into a professionally managed, service oriented, highly-respected company due to significant restructuring efforts in reinsurance, strategic focus, marketing plans, member training opportunities and service standards.Our surplus has nearly doubled and our membership base has expanded 25% since 2017. In 2020, we were the only insurance pool in Washington State to pay a dividend to our members because of our solid financial footing.Over the past five years, we have earned a sterling image in the marketplace and we are entering a new growth phase that will provide unmatched insurance coverage and risk management options to Washington State water and wastewater districts. Show less