Senior adviser to organizations and their management across industry lines regarding business direction, initiatives and tactical solutions.

Member of the Board for a 501(c)(3) serving the needs of disadvantaged seniors in our county.

Retired as President of GFD in 2017 after their sale in the 4th quarter of 2016 to Synovus Bank. Transitioned duties and responsibilities and remained in an advisory capacity regarding business direction and initiatives.

Global Financial Distributors is a premium finance insurance agency that has earned the reputation as the most creative premium finance outlet in the market. Innovative approaches designed and marketed to small businesses and discerning high net worth individuals concerned with wealth accumulation, asset preservation and transfer and estate planning. Offerings under their trademark Leveraged Planning name are backed up by high touch customer service; fast, convenient and efficient loan placement process; and a patented loan administration package.During his tenure the company's market position catapulted to number two in the industry achieving sales over $300 million annually and expanded it's footprint resulting in 70% of sales originating from new relationships.

Top and bottom line accountability for the domestic variable annuity efforts of Old Mutual Financial Network; Served as President of Old Mutual Network Financial Securities, Inc (broker dealer);President of OM Life Insurance Company of New York.Led the company's entry into the variable insurance market providing the strategy and implementation including the general management oversight, financial and regulatory reporting and FINRA and SEC compliance. Previous responsibilities included providing packaged products into niche markets where sales grew from $60 million to $900 million in 30 months reaching domestic market penetration of 20% up from 3%. Oversaw the offshore division where sales moved from $800 million to just under $4 Billion.Prior assignments included CEO of Old Mutual Bermuda (Ltd.) an offshore investment platform delivered through financial institutions; building the structured settlement product line; growing the immediate annuity and financial institution sales and marketing departments.

Responsiblities included driving life and annuity (both variable and fixed) sales; creating relationships with carriers; product development; and supervision of the external wholesaling field force.

Lead a multi-site legal team focused on all the legal aspects of the company from governance to product (life, health and disability insurance).Drove the development and implementation of and HMO and PPO networks.

Senior lawyer in charge of litigation matters and all things related to IT, HR and health and welfare plans. Served as Secretary to the Board of Directors.