Established professional services firm for the personal injury marketplace to provide specialty trust services. The firm offers services from a multi-disciplinary viewpoint providing the expertise required to meet the demanding task of evaluating and projecting funding requirements for personally injured clients. The company is uniquely positioned within the personal injury industry. Utilize entrepreneurial leadership in the insurance industry to coordinate and service the often fragmented legal and medical needs of settlement participants  Expand reputation based on quality, integrity, and 22 years of experience administering Special Needs Trusts, Medicare Set Aside accounts and Grantor Trusts  Leverage strategic relationships with lawyers in 34 states to facilitate the development of individual trusts for families involved in personal injury claims  Coordinate trust fund management in association with experienced investment advisors Serve the needs of thousands of professionals in the insurance and legal industry throughout the United States Combine innovative servicing solutions, outstanding customer service and competitive pricing to bring exceptional value to the case settlement experience  Calculate the asset and liability durations with investment grade municipal bonds that are non-callable and insured, Treasury bonds and investment grade corporate bonds

Chartered to create a new business unit that sells structured settlement products and services. Led start-up initiative from the development of a strategic business plan through implementation resulting in AUM of over $1.5Billion after nine years. Manage annual budget of $1.2 million, realized a 16% return on equity, responsible for annual sales exceeding $400 million, directed nine professionals. Coordinated business unit start-up efforts by collaborating with senior management, IT, actuarial, underwriting, legal and 1,200+ external independent brokerage firms  Product architect for fixed annuity offerings, (standard and sub-standard basis). Later enhanced the product offering by introducing a flexible and profitable niche annuity  Lead spokesperson coordinating an innovative industry response to the events of September 11th, working in conjunction with the Victims Compensation Fund and Trial Lawyers Care  Orchestrated marketing communications and public relations events including broker manuals, product brochures, monthly newsletters, trade shows, educational seminars, and a dedicated Web site (settlementsense.com). Initiated very successful sports sponsorship marketing program involving the 2004 Summer Olympics, Major League Baseball and Champions on Ice  Directed the development of a data management system to track distributors, premium submitted, liability payments and asset reserves Devised a multi-platform agenda to participate in the Summer Diversity Internship Program Division leader for Sarbanes-Oxley control procedures for internal management review

Directed efforts for a business expansion initiative to market products to external brokers and attorneys formerly managed only through other Travelers business units. Managed premiums in excess of $145 million, total ROE of 13%, of which $40 million was external business from newly developed vendors and independent brokers. Established new business relationships resulting in the appointment of over 500 independent brokers Served as subject matter expert for medical underwriting, actuarial science, legal department, investment traders, contract administration, senior management and other product distribution for selling annuities Developed short and long term strategic plans for senior management to plot the continued success of annuity programs  Lobbied with Connecticut Representative Nancy Johnson to support industry specific legislation Developed sales presentations for prospective clients and marketing copy for the Reinsurance product

Exercised decision-making authority from premium receipt to policy issuance to create and manage a profitable $70 million book of business for structured settlements. Transamerica relocated the business to California in 1997. Reviewed qualified assignments, settlement agreements, court orders, and trust documents to assure compliance with regulatory and company standards  Issued quotes for brokers for structured settlements, worker’s compensation, non-qualified annuities, and funding agreements for environmental and property damage cases  Presented financial information at NSSTA meetings and broker offices across the country

 Calculated daily rates for large case using annuity rate pricing programs, assisted in selling over $200 million of annuities in 1995, coordinated resources to offer innovative annuities  Performed actuarial analysis, including ROI downside risk testing to validate life contingent pricing models Originally hired as Licensing Support Analyst to work as systems coordinator