Oversaw 4 branches and 30 employees for a Top 100 insurance agency, providing leadership experience, technical knowledge, and claims management experience, ensuring operational excellence and effective policy administration.• Serve as an insurance panelist and Subject Matter Expert, educating realtors on the outside factors addressing real estate closings, boosting realtor expertise and understanding of market dynamics.• Foster strong agency relationships and partnerships to support business objectives, generating new business opportunities to drive growth.• Analyzed data to optimize branch operations, implementing cost-effective strategies, resulting in a 10% increase in profitability.• Conduct market intelligence and pre-sales activities to support business development.• Formulate and execute strategies to achieve financial goals, tracking KPIs and identifying opportunities for account growth.• Collaborate with branch managers to implement best practices, enhancing team performance while maintaining consistent customer satisfaction.• Monitor and assess branch performance, implementing growth strategies and enhancing efficiency.• Develop and manage transition plans for agency acquisitions, ensuring seamless integration.

Led an 8-member team, managing P&L, risk assessment, payroll, budget, marketing and IT responsibilities.• Grew an insurance agency to $5MM with over 2,000 clients and over 90% retention rate.• Drafted key insurance legislation as part of the FAIA Legislative Council, providing key insights into regulatory compliance.• Utilized a consultative approach to identify client needs and provide tailored insurance solutions, ensuring high client satisfaction.• Implemented and maintained agency management systems and network environments, enhancing practice development.• Successfully thwarted a ransomware attack with minimal loss of transactional, account and customer information.

Led global IT operations for $100MM software start-up, optimizing infrastructure for 470 users and over 3,000 nodes across 16 international sites. Responsible for a $3MM annual budget.• Implemented Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and other technology solution systems enterprise-wide, meeting project deadlines and staying within budget constraints.• Negotiated a 53% discount on IP Telephony system, resulting in $550,000 savings and a 14-month return on investment.• Eliminated illegal software, saving over $100,000 and ensuring full license compliance.• Authored comprehensive IT policies and procedures, enhancing operational efficiency and governance.• Managed project lifecycles, from initial project plans to final project delivery, ensuring successful completion within project budgets.• Spearheaded digital transformation initiatives, improving system performance and user experience.

• Authored a “Known Associate” tracking database for the NJ State Police Organized Crime Task Force, tracking demographic information and known associates among crime syndicates in the Tri-State area, increasing response time and expediting information gathering and offender apprehension.• Developed a first-generation personal electronic medical record, allowing people to maintain accessible accurate records for medical and emergency response personnel.• Managed the migration of a legacy medical billing system to CyCare 3000, encompassing implementation, user training, troubleshooting, reporting and maintenance functions.• Reduced management and reporting overhead costs by 70% for an association of physicians by migrating the practices to specialized software, increasing efficiency by 15%.