Proactively reviewed and assessed the production of the Financial & Executive Liability distribution base to build more robust partnerships and identify whitespace across the business unitFocused on improving engagement with distribution partners across all 3 disciplines (Commercial, Financial Institutions, and Transactional Liability) Partnered with Data Science and Operations units to develop and maintain Client Target Lists and Enterprise Cross Sell opportunities for all 3 disciplines (Commercial, Financial Institutions, and Transactional Liability) through the use of Salesforce and Tableau applications

Managing Director responsible for leading a team of insurance underwriting professionals focused on the Mid-Atlantic, Southeast and South regions. The scope of insurance provided is within the Professional Liability space, and more specifically, the Management liability segment of products (D&O/EPLI/FID/Crime). Client concentration is centered on the publicly-traded commercial space.

Portfolio Manager and Team Lead for Navigators Pro Management Liability business within the Eastern and Southern Region. Concentration in Directors and Officers, Employment Practices, Fiduciary, and Crime Insurance Liability. Responsibilities include human resource management, forecasting, reporting, marketing and production within the region

Northeast team lead (ex-NYC) responsible for the underwriting and procurement of Management Liability products. Responsible for the marketing, production, and planning within the Mid-Atlantic/Boston regions. Focused on the profitability, growth and retention of the region while developing relationships and increasing brand equity in the marketplace. Ensured operational excellence in compliance with regulatory requirements.

Underwriting responsibility for the New York City region, including the production of new business and the retention of existing book of business for the following lines of coverage: Directors and Officers Liability, Employment Practices Liability, and Fiduciary Liability. Field marketing responsibility with a concentration on Willis Group Holdings and Aon Financial Services in the NY metro area including relationship and brand management, and delineation of Axis’ underwriting appetite/strategy

Underwriting responsibility for a $14M book of business with authority up to $10M limits on publicly-traded risks, on a primary and excess capacity basis for the following lines of coverage: Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, Crime Liability, and Kidnap and Ransom Liability. Facilitated the development of younger staff members by reviewing accounts that fall within the scope of the aforementioned authority. Achieved production and retention metrics in accordance with the New York metro region stated goals.

Specialized in the underwriting of Directors & Officers Liability Insurance, Employment Practices Liability Insurance, and Fiduciary Liability Insurance for Commercial Accounts ($100-$700 million in revenue). Underwriting responsibility for both public and private companies, as well as private equity firms to insure all their portfolio companies.