Oversee and direct the daily business operation to meet budget and financial goals.Create and maintain Business & Strategic Plans ensuring a progressive and forward thinking approach toward the operation.Work in partnership with the Board of Directors to ensure strong Business and Charitable results.Oversee Legislative initiatives and represent the organization at the state and federal level.

Responsible for the Life Insurance Operation, having a unique perspective with an ability to make an impact on all aspects of our Organization. I manage our home office staff as well negotiating with vendors ensuring the most efficient service is provided on a daily basis at the most cost effective expense. I also have the responsibility to oversee our Insurance Product Portfolio, developing new products and oversee our Sales department in effort to recruit new Distribution firms. By overseeing the many departments such as Sales, Underwriting, Claims, Marketing there is never a typical day. Some responsibilities include-Creating and managing a budget to ensure our operation is run in the most efficient manner.-Ensuring our processes in place are meeting/exceeding established cycle times; if not develop improvements/efficiency to do so.-Manage a staff with an oversight on tasks to ensure compliance in all state and federal insurance regulations.-Use data metrics to maximize operational revenue in the sales department.-Maintain a staffing and performance model to ensure our personnel are operating in the most efficient manner and up to date on training and regulatory mandates. -Create Business plans, Corporate Governance programs, Anti Fraud plans along with the filing of Licensing with State Insurance Departments -Develop, maintain Operational and personal goals for staff.-Develop and maintain relationships in the Insurance and Governmental areas.-Created Business Continuity plan.

Oversaw high net worth client's Investment and banking portfolios.

Responsible for overseeing a staff of 40+ associates.Develop, manage, track and forecast budgets for personnel and department Licensing fees.Managing a multi million dollar budget, which managed to stay below budget annually.Created and implemented a multitude of processes creating an environment for associates to succeed in their positions.Instituting process improvements, ensuring compliance with Insurance regulations.Create and implementing goals that aligned with departmental and company goals.Responsible for reducing cycle times for a array of processes on an annual basis with increasing volume, despite a reduced staffing level. Delivered Power Point presentations as well as delivering speeches to the industry.Influenced Senior Management on corporate initiatives and recommended initiatives.