SAMPLE CLIENTS -COMMERCIAL REAL ESTATE • Managed a Commercial Real Estate Insurance unit insuring over $2 Billion in property values.• Maintains an excellent relationship with leading insurance companies. • Provides loss control services and consultation to large property portfolios. • Provides contract review to assure compliance of insurance. • Provides tenant C.O.I. tracking services. • Provides unique earthquake risk analysis and non insurance solutions to reduce catastrophic loss to property. • Consults on ADA issues.• Placed and managed large OCIP's (Owner Controlled Insurance Programs). MANUFACTURING INDUSTRY• Managed a loss sensitive insurance program saving a client $9MM in eight years.• Helped develop a risk management program for one of the largest wood working companies in the U.S. for over 20 years. • Works with client’s safety team to reduce the frequency and severity of claims.PRIVATE EQUITY• Facilitated a comprehensive insurance program for $100MM+ transaction, assisting both buyer and seller.• Manages complex private equity clients and risk related transactions. • Represents a world class professional sports venue, Assisting the owner with managing sponsors, contractors, vendors, and site safety consultation. •Identify and reduce legacy claims of PE companies.

Sales Manager for Irvine and San Diego offices. Commercial property insurance practice leader.

Branch Manager & Producer. Increased the production of the office significantly.