An independent marketing consultancy firm specializing in financial services marketing, sales and distribution optimization.Key Projects:• TransUnion Insurance Solutions, 2014 to PresentCollaborate with multiple internal and external stakeholders to introduce innovative underwriting tools for the Life Insurance industry to provide a better customer experience throughout the policy lifecycle. Predictive analytics drives the value proposition and the overall marketing strategy.• Chubb Group of Insurance Companies, 2012 – 2014 Establish distribution relationships for the Chubb A&H Consumer Solutions/Affinity MarketsGroup for individual Accident, Travel, Limited Health and Property insurance products into financial institutions, associations, affinity organizations, and membership clubs. Research and drive business expansion/collaboration opportunities for the market.• AmTrust Consumer Solutions (formerly CPP), 2011 – 2012 Completed strategic assessment of protection and warranty products to assure compliance with CFPB, OCC and other regulating bodies. Drive overall business strategy in developing new products and distribution channels in compliance with turbulent regulatory oversight. Introduced unique proactive category of prevention within the Identity Theft product sector resulting in the mitigation of compliance risk.• Transamerica Life Insurance Company, 2008 – 2011Brokered the $20 million acquisition of Oncor Insurance Services (formerly Family Direct), a technology based life insurance distributor. Integrated this multi-carrier distributor in to US Bank. Platform generated total annual premium of $12 million in the 1st year.Launched innovative income replacement term life insurance product through Wells Fargo Bank pioneering the utilization of unique database underwriting disciplines on a straight through processing engine.

Managed Third Party Insurance Marketing Division that generated over $100 million in annual revenue, $22 million in commission income and $18 million in pre-tax income. Attained 400% increase in active credit card members capturing over $800 million in outstanding balances.

Independent Third Party Marketing company bridging affinity direct response sales of insurance products through financial institutions. Increased acquisition value of the company by $27 million.

Distributed consumer insurance products to bank customers. Developed new sales channels, marketing techniques, and product initiatives through successful organizational planning and management of cross-functional teams.

Instituted unique insurance distribution marketing tactics through financial institutions and cultivated strategic alliances with top tier insurance companies.

Introduced retail insurance and investment products through 2,000 branch offices. Supervised 200 person sales and administrative staff.