Capacity Consulting provides various consulting services in the areas of Economic Development and Startups.

If you have spent countless dollars on marketing and haven’t seen results… you’re our perfect client. Capacity is a comprehensive marketing firm with a consulting sister company. Our methodology and objectivity allows us to make an impact on any company in any industry. We use our resources to keep our clients... not constantly look for new ones.

THINK OUTSIDE THE BOOKS!We created this company to redefine your expectations of bookkeeping. Our on-line accounting application is beautifully simple for you to see everything you need to run your business; AND Capacity Bookkeeping was born from management consulting. We are qualified financial professionals that not only keep impeccable books… but also know how to trend and interpret your financial data to spot opportunities.

Personally lead over 20 projects for CRMH and assisted in their IPO effort. Results include: • Creating 7 self-insurance groups (small insurance companies) in CA & TX with over $300m in revenue that helped CRMH go public and purchase Majestic.• Opening new offices and operations in CA & TX.• Created strategic marketing plan that increased submissions by 181%.• Restructuring compliance and reduced error rate from 35% to 0%.• Initiated social marketing and conversion.• Provide on going public relations and legal consulting to the Marketing and Legal departments reducing legal liabilities by 91%.•Research and introduction of new rating and policy issuance systems.• Creation of a national group self-insurance feasibility data base. • Handled the operational liquidation of 8 NY entities containing 1900 shareholders.

Revised and instruct both the Property and Casualty sections of the New York State Brokers course. Received overall teaching effectiveness rating of 4.29 compared to the business adjuncts mean score of 3.96 and the colleges overall mean score of 4.20. Created and taught New York State continuing education classes.

I have held various titles in Underwriting, Claims, and Risk Managment during my 8 years at ISA including Assistant Vice President of Claims. Results include: • 37% growth rate over last five years. • Consistently met or exceeded profit sharing goals.• Development of many new revenue generating coverage’s. • Considered company coverage expert. • Achieved customer satisfaction rating of 9.5.• Development of proprietary agency management system. • Restructured claims unit (became the template for CNA commercial lines). • Created a published Legal Primer and quarterly legal/coverage newsletter.

Instruct private and public classes on continuing insurance education in New York State. Topics include: ”The Principles of Reinsurance”, “Errors and Omissions”, “Ethics, Law & The Insurance Professional”, “Long Term Care”, “Disability Income”, “Retirement Planning”, “Underwriting Process”, “Risk Management & Insurance for Professionals and Closely Held Businesses”, “Legal and Compliance Issues”. • Initiated expansion of classes into three new counties.• Improved lesson plans. • Received perfect scores in all areas of Pohs instructor evaluation.

• Increased book of business by 33%.• Earned numerous awards in sales, policy holder service and recruitment.• Member of citation winning district and staff.