Sr. Vice President - Crisis Solutions for Latin-America and The Caribbean at MSR (Markham Special Risks), working exclusively with AIG UK.

Managed a multimillion-dollar Latin America/Caribbean-focused Kidnap and Ransom (K&R) portfolio, with over 300 risks and running at 5% loss ratio. Drafted policy wordings, extensions, and endorsements to meet evolving market conditions. Traveled to engage brokers, recruit new agents, and meet with insureds while cross-selling to other crisis management lines. Supervised London-based finance team with regard to premium collection, account statements, and timely commission payment. Generated quarterly board reports, surveying risk environment and market behavior, along with financial data, claims, marketing activity, and business planning.Filed policies through legal, maintained rating scales for each risk renewed and new business written, produced policy documents, liaised with finance team for prompt collection of premium and commission payment. Worked with response company providing kidnap /extortion prevention training and helped families of victims in case of policies being triggered. Organized events to market company’s crisis management lines (K&R, Active Assailant [Active Shooter], and Terrorism coverage). Oversaw management of office.• Built partnerships with crisis response consultants to enhance sales and boosted client retention through kidnap / extortion-prevention courses.• Developed workflow strategy for outsourced global support team, improving efficiency and quality of quotes and policy documents.• Launched company’s first K&R policy for U.S. clients written on surplus lines paper.• Performed instrumental role in development of Active Shooter insurance product, underwriting U.S. policies on a surplus lines paper and international risks on reinsurance basis.• Operated within compliance with all UK and U.S. insurance regulations, including sanctions and anti-money laundering rules.• Obtained $200,000 in new business. • Developed new look for policy documents, as well as broker financial statements, to improve ease of understanding.

Formerly Stonegate BankMet with high network clients to discuss their personal and business financial needs. Promoted and cross-marketed a full range of financial products and services. Ensured proper due diligence by reviewing client’s financial statements and documentation in order to meet Know Your Customer (KYC), Bank Secrecy Act (BSA), and compliance stipulations before on-boarding; supported BSA by reviewing client’s accounts in order to comply with Anti-Money Laundering (AML) requirements. Provided a high quality of customer service from account opening, maintaining the same level of service throughout the relationship in order to secure client retention and expand business through referrals. • Handled customer service with private clientele.• Worked with lawyers to set up new business and commercial accounts.

Marketed bank and insurance products to new and existing customers. Assessed customer information and recommended appropriate solutions. Contributed to the ongoing improvement of the Customer Experience by leading, coaching, and modeling quality service at every customer interaction. Met specific sales goals in variety of products, including credit and insurance solutions. Offered, negotiated, and managed residential mortgage and commercial loan applications. Performed follow-up with loan underwriters and processors to ensure closing in timely manner. Cultivated strong relationships with back office partners to ensure delivery of high-quality customer service. Provides referrals to other lines of business, trained non-licensed branch employees and others as needed. • Recognized as a top producer for investment referrals.• Met all quarterly and annual goals.

Drove sales and developed effective strategies in managing client and prospects. Emphasized in new relationships while ensuring team delivered excellence in customer service. Gathered prospects in Latin America, mainly in Argentina, Chile, and Peru, through networking and referrals from existing clients and business partners. Traveled quarterly to Buenos Aires, Lima, and Santiago to visit existing clients and to onboard prospects. Identified and maximized sales and cross-sale opportunities through customer profiling. Ensured compliance and operations risk controls in accordance with regulatory standards and policies; optimized relations with regulators by addressing any issue. Promoted an environment that supported diversity and reflected the firm’s strategy and integrity standards. Conducted due diligence to meet the high standards of BSA’s KYC and AML requirements. Requested supporting documentation from clients and translated documents from Spanish to English, making sure account was approved again to operate; closed some accounts if requirements were not met.• Managed a $60 million portfolio while providing excellent customer service and focusing on expanding client relationship through cross-sell to different lines of business within the HSBC Group.• Helped HSBC Latin-American Center with KYS and AML in order to comply with OFAC requirements after cease and desist.