At Cabrillo Coastal General Insurance Agency, LLC, I spearheaded multiple initiatives as the Executive Vice President of Finance and Compliance and Chief Financial Officer that significantly enhanced the company's operational and financial efficiency. A standout accomplishment was the complete overhaul and implementation of robust financial reporting systems. This revamped reporting infrastructure improved transparency, streamlined financial analysis and facilitated strategic decision-making.Another highlight of my tenure was the cost-effective structuring of reinsurance transactions, resulting in substantial savings for the company. Regarding team management, I built a high-caliber team focused on financial operations and compliance, providing the right balance of oversight while maintaining zero turnover—a testament to effective leadership and a conducive work environment.I also laid the foundation for a comprehensive treasury function that optimized cash flow and investments. My oversight extended to statutory reporting, ensuring full compliance with all legal and regulatory requirements. The full-scale implementation of a new accounting system, including account reconciliations, further bolstered the company's financial integrity.Under my leadership, the finance and compliance departments became Cabrillo Coastal General's pillars, driving stability and growth and setting new benchmarks in operational excellence."

In my nearly ten years as a Compliance Officer at Frontline Homeowners Insurance, I led several groundbreaking initiatives that substantially impacted the company's growth and operational efficiency. One of my most noteworthy accomplishments was developing and successfully approving rating algorithms, products, and the complete Wind Only program in North Carolina. This pioneering work led to the creation of a new product line. It established Frontline as the first company to enter this market in the state, thereby giving us a significant competitive edge and footprint.In addition to innovating new products, I managed a diverse team of actuaries and other departments during rate indication and rate point determination processes. My role extended to close alignment with business specifications, ensuring on-time completion and effective end-user testing. I effectively coordinated the implementation of rate, rules, and form filings, streamlining our operations and enhancing compliance across multiple states. These achievements, combined with my responsibilities in Corporate Governance, Risk Management, and Financial and Market Conduct Examinations, underscore my multifaceted observation and product development expertise.

At Coral Insurance Co., I played an instrumental role in establishing the financial infrastructure of this startup venture during my tenure as Controller. One of my most significant contributions was creating and improving the reporting capabilities of the department. This streamlined our financial reporting process and added a layer of transparency and efficiency crucial for a startup environment.I successfully led audits and collaborated with external auditors, ensuring the company's financial stability and compliance with legal requirements. I managed a team of four, whom I personally recruited, trained, and mentored. This created a highly productive team environment, reflected in our record-high staff retention rates.