I specialize in the creation of comprehensive and bespoke insurance solutions for high net worth individuals and their families. I have close to a decade of experience advising successful and affluent clients on how to effectively navigate the complexities of risk and insurance, to protect what they have worked so hard for.I leverage proprietary analytics software, networked resources, and strategic planning to deliver actionable and measurable risk solutions that enhance coverage, control costs, and provide more efficient investment of premium dollars. I also offer specialized products and services for unique assets, hobbies, and lifestyles, such as family office group excess, kidnap and ransom, identity theft, and private collections. I am passionate about providing exceptional service and value to my clients, and building long-term relationships based on trust and professionalism.
Listed skills include Logistics, Customer Service, Account Management, Marketing, and 17 others.