• Responsible for generating new CMR business prospects and introduce them to a new way to check and verify existing broker/vendor insurance and retirement relationships. • Identify qualified targeted organizations that meet certain criteria as respects sales revenue, number of employees and retirement assets. • Initiate communication and dialogue with key decision making executives and assist in securing them as new CMR clients.Strategic sourcing (non-brokerage) for Property/Casualty, Group Benefits, and Retirement.• 3rd party analytic reviews/audit of commercial insurance programs and retirement programs.• Defined Benefit + Defined Contribution + High Net-Worth Individuals.• Independent advice on domestic and international insurance and international retirement programs.• M & A efficiency and leveraging strategies for buyers and sellers.• Pre and post close due-diligence engagements.• Private Equity target market with entry to; USA, Europe, India, China, Middle East, South America, Africa, and Russia.• Private Equity portfolio insurance and retirement consultants- transaction liability/representations and warranties.• The CMR Database®- 12,000 brokers/specialists/advisers in 120 countries (world's largest).• Coverage audits unfunded liabilities insurance bench-marking.• Independent objective advice in spend analysis, identification of industry specialists.• Unique Internet application system www.policysmart.com offering an electronic procurement tool that compares existing Property/Casualty, Retirement and Group Benefit data points and placement data, premiums and fees.• Medical claim/Rx audit reviews.Specialties: Property/Casualty Consultants, Defined Benefit and Defined Contribution Retirement Consultants, Group Benefit Plan Consultants, Self-Funded Medical Consultants,Captive Consulting, Claim Audit Review and Consulting, 401(k) and 403(b) Consultants, Ancillary Group Benefit Consultants, & Non-Brokerage Consulting

• Sold media space to major corporations such as: Army Corps of Engineers, DARPA, Department of Homeland Security, The King Center, LA Women’s Police Officers Assn, US Coast Guard, Statues of Liberty – Ellis Island Foundation• Sold over 2.8 Million Dollars’ worth of Media Space

• Twenty Million Dollars in personal sales production to OEM’s and Contract Manufacturers• Co-Managed Telemarketing Division

• Managed telemarketing division for refinance of home loans