As President & CEO of AVID Management Solutions LLC, I oversee all aspects of the company’s operations, focusing on the formation and management of innovative captive insurance programs for diverse industries, including commercial auto, affordable housing, and workers' compensation. I have successfully expanded the company’s service offerings to include multi-state compliance, financial and regulatory reporting, treasury management, and program administration. Under my leadership, AVID developed Vermont’s first affiliated reinsurance company for a multinational insurance group and implemented specialized underwriting programs that consistently achieve regulatory compliance and superior performance metrics, I work closely with rating agencies, auditors, and actuaries to ensure optimal results for clients, driving both compliance and strategic growth.

Providing financial management and consulting services to financial services companies, assisting with financial reporting, regulatory services, capital raises, acquisitions and implementation of Insurance Programs.

As President & CEO of Century Automotive Service Corporation, I led the company’s strategic vision and operations in providing industry-leading vehicle service contract programs, warranty solutions, and ancillary products for the automotive industry. I oversaw all aspects of the organization, including business development, client relationships, product innovation, and regulatory compliance. My tenure was defined by the successful expansion of the company's market presence, the introduction of tailored warranty programs to meet evolving industry demands, and the optimization of operational efficiencies to drive profitability. I worked closely with automotive dealers, agents, and financial institutions to deliver solutions that enhanced customer satisfaction and built long-term partnerships. Under my leadership, Century Automotive Service Corporation solidified its reputation as a trusted provider of high-quality service solutions.

As Chief Financial Officer of Dealers Assurance Company, I directed the financial operations and strategic planning for a leading provider of insurance solutions to service contract providers and third-party administrators. The company specializes in both standardized and niche products, underwriting national and regional programs across diverse sectors including automobiles, heavy and light trucks, consumer electronics, appliances, cell phones, furniture, and home components.I was responsible for financial planning and analysis, treasury and capital management, and ensuring regulatory compliance across multiple jurisdictions. My leadership emphasized aligning financial strategies with the company's mission to deliver innovative and tailored solutions. I collaborated with service contract providers and third-party administrators to develop sustainable financial models that supported dynamic product offerings and ensured profitability.Through strong relationships with regulatory bodies, reinsurers, and audit partners, I worked to maintain the company’s reputation as a trusted leader in service contract and warranty program underwriting. My role was pivotal in driving operational efficiency, managing risk, and fostering financial resilience to support the company's growth and long-term success.

Executive Management of an Administrator Obligor, Service Contract and Third Party Administrator specializing in Automobile Extended Service Contracts and Limited Warranty programs. Development of producer owned reinsurance programs.

$150 Million financial products and services group specializing in extended service contract and warranty insurance products. Helios is the parent holding company of Dealers Assurance Company and SouthwestRe.

Strategic direction and management of the Treasury Operations, Expense Planning & Analysis, Enterprise Risk Management, Internal Control and interfaced and coordinated with the External Audit Executive on matters of Internal Audit plans and presentations to the Audit Committee. Key liaison to external Rating Agencies with responsibility for analysis and communications

Chaired the organizations multifunctional process management reengineering team which focused on financial and operations improvements in the financial closing, financial analysis and management reporting areas along with integration initiatives with the company's new parent company.

Development of an accounting policy implementation department to assist in meeting the growing demands related to implementation of complex worldwide accounting policies & new pronouncements effecting the foreign general international units.

Implementation of ERP system that transformed the company's financial operations resulting in the strengthening of the organization's control environment and providing more timely, transparent and actionable financial and operational information.

Strategic direction and growth of a $160 million insurance program management company specializing in the development of traditional and alternative approaches to the mangement of insurance risks.

Managed the operations for a portfolio of insurance companies, ensuring the delivery of superior management services and compliance with regulatory reporting requirements.

McGladrey Affiliate firm - Member of team converting firm to new affiliate firm practices and procedures

McGladrey Affiliate firm - Utilities, Hospitals and Small Business ServicesWorked as a Co-op 1989