Marsh Private Client Services (PCS) has been a pioneer in the field of personal insurance advisory services. We realized then that the standard approach followed by most insurance companies does not take into account the unique risks facing those with wealth, so we built our business by individually customizing personal insurance programs for each of our clients.Our core insurance carrier appointments include: ACE Private Risk Services, AIG Private Client Group, Chubb, Crestbrook, and PURE. We hold licenses and have offices throughout the world enabling us to manage even the most unique risk management needs.My responsibilities include maximizing growth and retention of the San Francisco book of business. Ensuring the achievement of superior client service for the office. Directing the overall performance of Client Advisors in the office by providing day-to-day management and coaching.

Anaheim Hills branch manager. With previous success, tasked with rebuilding and turning around another underperforming team. Responsible for larger team with attaining sales and retention goals while holding highest level service standards. Pass annual branch and random policy audits at highest accuracy. Actively involved with staffing and recruitment for region.

Irvine branch manager. Responsible for attaining sales and retention goals while holding highest service standards. Pass annual branch and random policy audits at highest accuracy. Actively involved with staffing and recruitment for region. -Transformed an underperforming branch to consistently exceeding goal-Exceeded goal in all months since assuming role, including times when short staffed-#1 Home production in California field sales-Went from last to #3 in region 2013

Top automotive insurance sales agent. Exposure to a wide variety of management styles. Adapted to low traffic branch by perfecting closing techniques with in person and phone sales interactions. Relentless out- bound calling & follow-up sales practices. Consistent achievement of top sales goals while maintaining perfect integrity audit accuracy & retention.Credited June 2012-30/18 club- highest honor for monthly production in 8 of 11 months of accreditation.-Agent of the month June, July, August, September, October, 2012-Met all lines in every month.-2012 rookie of the year-Orange County FSU wall of fame honors

-Ranked #1 quarters 1,2, 3 2011; for sales contributions Southern Los Angeles Metro District-Achieved highest achievable (platinum) for banker sales contributions quarters 1,2, 3 2011-Presidents Cup Award quarters 2, 3

-Ranked #1 quarter 4 2010; for sales contributions Southern Los Angeles Metro District-Achieved highest achievable (platinum) for CSSR sales contributions

-Ranked #1 quarter 3 2010; for sales contributions Southern Los Angeles Metro District-Achieved highest achievable for teller sales contributions